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Episode Description
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 February
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