#TheMorningFilter #StockstoBuy #NvidiaEarnings Plus, what to watch in Nvidia’s earnings report. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings. They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today. Episode Highlights 00:00:00 Welcome 00:03:10 The yield on the 30-year Treasury bond hit 19 year highs last week. Here's what that may mean for investors 00:07:32 Next week's PCE numbers and the Federal Reserve's next move 00:09:13 Things to watch for in Nvidia's NVDA earnings report this week 00:11:46 Will Marvell Technology MRVL continue to soar after earnings? 00:15:34 Which stock is the better buy after reporting: Home Depot HD or Lowe's LOW? 00:20:15 Whether we raised our fair value estimate on Target TGT or Walmart WMT 00:24:32 Stocks to rent vs. stocks to buy: What's the difference? 00:30:57 Stock picks: cheap stocks to rent 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