
Plus, what to watch for in the earnings reports from Alphabet, Amazon, Apple, Microsoft and Meta this week. It’s a busy week on The Morning Filter. In the latest episode of the podcast, Dave Sekera and Susan Dziubinski preview the Fed meeting and discuss Morningstar’s interest rate forecast. They share what to look for in the upcoming earnings reports from Microsoft MSFT, Amazon.com AMZN, Apple AAPL, Alphabet GOOGL and Meta Platforms META—and they reveal which in the group look like stocks to buy today. Tune in to find out if Telsa TSLA, Netflix NFLX or Intel INTC are attractive after earnings: Morningstar increased the fair value estimate on one of these stocks by 20%. They wrap the episode with a few undervalued stocks to buy—with a Halloween twist. Episode Highlights 02:24 Fed Rate Cut This Week? You Bet! 04:14 Watching Earnings from AI Titans 17:03 New Research: TSLA, NFLX, INTC, More 28:33 Stocks to Buy: Halloween Edition Read about topics from this episode. Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

3 Stocks to Sell and 3 Stocks to Buy in November I November 3, 2025

5 Stocks to Buy Before the Market Rally Stalls I October 20, 2025

5 Stocks to Buy When They Pull Back I December 15, 2025

3 Cheap Stocks to Buy Now as Small Caps Heat Up I February 2, 2026

5 Stocks to Buy Before Q2 Heats Up I March 30, 2026