#TheMorningFilter #StockstoBuy #NvidiaEarnings Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week. Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September. Episode Highlights 00:00:00 Welcome 00:01:54 Why Nvidia's NVDA results were so important 00:04:41 Whether cybersecurity stocks still look attractive after their recent run-up 00:08:05 What economic and earnings reports to keep on your radar this week 00:13:16 Which technology stocks look attractive after earnings 00:21:04 Should investors throw in the towel on The Trade Desk TTD? 00:25:36 The sectors that have historically done well—and not so well—in September 00:27:01 Stocks to buy and sell for the month ahead Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now https://youtu.be/2o9eiEaisfo?si=wanOIoeKSVOBV4Ub 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, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income