Plus new research on Nvidia, Alphabet, and Kraft Heinz. On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tons of economic news, covering everything from tariffs to inflation to jobs—and whether the Federal Reserve will cut interest rates at its September meeting. They unpack Morningstar’s fair value increase on Nvidia’s NVDA stock after earnings, whether Marvell Technology MRVL is still a buy after issuing so-so guidance, and if it’s time to throw in the towel or back up the truck on Bath & Body Works BBWI stock. They share Morningstar’s take on stocks in the news, including whether Kraft Heinz KHC stock is a buy ahead of the company’s split and if Alphabet’s GOOGL stock still looks attractive after the company skirts a breakup in its antitrust case. They’ll also discuss Dave’s latest stock market outlook and his stocks to buy before the next Fed meeting. Episode highlights: 01:37 Tariffs, Inflation, Jobs & The Fed 11:41 New Research on NVDA, KHC, GOOGL, More 31:07 New Stock Market Outlook 40:17 Stocks to Buy Before the Fed Meeting Read about topics from this episode. Read Dave’s stock market outlook: Stock Market Outlook: Where We See Investing Opportunities in September https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Read the full earnings reports. Kraft Heinz https://www.morningstar.com/stocks/kraft-heinz-splitting-kraft-heinz-two-ends-union-that-was-rife-with-challenges Alphabet https://www.morningstar.com/stocks/remedies-proposed-google-search-case-do-not-pose-material-risk-alphabet Nvidia https://www.morningstar.com/stocks/nvidia-earnings-no-signs-slowdown-demand-ai-chips Marvell https://www.morningstar.com/stocks/marvell-earnings-buy-dip-focus-fundamentals 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!