#stockstobuy #growthstocks #stockearnings Plus, a preview of earnings season. In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski unpack the stock market’s response to the US-Iran cease fire and discuss how investors should be thinking about their portfolios as uncertainty persists. They preview earnings season and what to watch for in big bank earnings from JPMorgan Chase JPM, Bank of America BAC, and Citigroup C this week. Tune in to find out if Johnson & Johnson, ASML, Taiwan Semiconductor and Netflix are stocks to buy ahead of earnings and whether Veeva Systems’ competitive advantages are likely to be eroded by AI. They wrap up with five undervalued growth stocks that look attractive today. Episode Highlights 00:00:00 Welcome   00:01:11 The market’s response to new events in the Iran war. 00:09:43 How companies may approach their forecasts during earnings season. 00:11:01 What to look for in big bank earnings this week. 00:13:50 Why to watch earnings from Johnson & Johnson JNJ, ASML ASML, Taiwan Semiconductor TSM and Netflix NFLX. 00:22:01 Is Veeva Systems’ VEEV moat safe? 00:27:08 Undervalued growth stocks to buy before they come back. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust https://www.morningstar.com/markets/q2-2026-stock-market-outlook-dont-panic-readjust Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all 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