In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what last week’s better-than-expected inflation readings may mean for Fed policy this year. They preview earnings for Alphabet, Tesla, and Intel, and explain why to keep an eye out for results from Charles Schwab SCHW and Blackstone BX, too. They unpack results from Taiwan Semiconductor and AMSL, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout.
Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two.
Episode Highlights
Will cooling inflation affect the June Fed decision?
Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for.
Highlights from big bank earnings.
Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings.
What to make of SpaceX SPCX after its fall.
Undervalued stocks to buy that are a little bit growth and a little bit value, too.
Read about topics from this episode.
Read Dave’s complete archive.
Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities
Bonus Episode: Top 10 Dividend Stocks to Buy in 2026
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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