Plus, whether it’s time to scale back on U.S. stocks. On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski unpack results from Palantir, Advanced Micro Devices, and Fortinet. They also review the reports from several former stock picks, including Huntington Ingalls Industries, Zimmer Biomet, LPL Financial and Diageo. And they talk with Morningstar’s equity analyst about what went wrong with FMC and how to think about the stock today. Is the U.S. stock market overvalued right now, and should investors take some chips off the table? Tune in to find out—and to hear about the sectors that look most undervalued this month. This week’s episode wraps with three stock picks that look attractive after earnings. Episode Highlights 03:23 Earnings to Watch This Week 04:57 New Research on PLTR, AMD & More 28:25 Is the U.S. Stock Market Overvalued? 39:25 Stock Picks of the Week Read about topics from this episode. Read Dave’s new stock market outlook: https://www.morningstar.com/stocks/november-2025-stock-market-outlook-where-we-see-investment-opportunities 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!