In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what’s on radar this week after the US stock market hit new highs, including the Fed meeting and inflation numbers. They’ll preview big tech earnings coming out this week from Alphabet, Apple, Amazon, Meta Platforms, and Microsoft and do a rapid-fire Q&A about what to watch for in the earnings for several other companies including Eli Lilly LLY and UPS UPS.
Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s time to throw in the towel or back up the truck on Adobe. They wrap up with three former stocks picks that look like attractive stocks to buy again.
Episode Highlights
00:00:00 Welcome
00:02:27 Can the US stock market continue to hit new highs?
00:06:36 What to expect from this week’s Fed meeting, which is Jerome Powell’s last meeting as Fed chair
00:10:09 Whether Big Tech results and forecasts from Alphabet GOOGL, Apple AAPL, Amazon AMZN, Meta Platforms META, and Microsoft MSFT may disappoint
00:23:25 If Intel INTC, ServiceNow NOW or Tesla TSLA look attractive after earnings
00:34:56 Is Adobe ADBE a buy or sell today?
00:37:52 3 stock picks that look undervalued again
Read about topics from this episode.
Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
