Episode Details

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap last week’s market performance considering new developments in the Iran War. They cover why US investors should watch the Japanese yen, if inflation reports could rattle markets this week, and what to listen for in the upcoming earnings reports from Applied Materials AMAT and Cisco CSCO. Tune in to find out if AMD, Palantir PLTR and ARM ARM look attractive after reporting earnings.

They discuss why Fortinet FTNT soared last week and brought other cybersecurity stocks along for the ride. Then unpack an under-discussed Morningstar rating that encapsulates the quality of a company’s management team. They conclude this week’s episode with four stock picks to invest in after earnings.

Episode Highlights 

Why to watch the Japanese yen

What this week’s inflation reports could mean for the US stock market

Which AI companies reporting this week to keep an eye on

After reporting stellar results, is Advanced Micro Devices AMD a buy?

How to use Morningstar’s Capital Allocation Rating when analyzing stocks to invest in

Undervalued stocks to buy after earnings

Read about topics from this episode. 

US Stock Market Outlook: Where to Find Value After April’s Rally

See David Sekera’s Archive

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

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