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The Morning FilterAuthor: Morningstar
Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing thats on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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4 Stocks to Buy Before Their Big Discounts Disappear
Episode 50
Monday, 9 February, 2026
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss whether last week’s software stock selloff was overdone and if the AI trade is dead. They cover why Zimmer Biomet ZBH and Applied Materials AMAT are earnings reports to watch and what this week’s CPI numbers could mean for the market. Tune in to find out if Alphabet GOOGL, Amazon.com AMZN, Advanced Micro Devices AMD, or Palantir PLTR are stocks to buy after earnings—and which stock just received a 78% fair value upgrade from Morningstar.They review Dave’s latest stock market outlook and whether there’s any opportunity left in small-cap stocks after their run-up. They close with four stock picks that currently trade at big discounts now but that may not be for long.Episode Highlights 00:00:00 Welcome 00:01:58 Software Stocks & The AI Trade 00:07:58 On Radar: CPI & Earnings Reports 00:11:14 Latest: GOOGL, AMZN, Outlook 00:27:01 Stock Picks of the Week Read about topics from this episode. US Stock Market Outlook: Where We See Investing Opportunities in FebruaryRead Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstarinc/?hl=enLinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d 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. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
