Plus, whether it’s time to overweight stocks. Key Takeaways: 05:20 On Radar: Inflation, Earnings 07:01 New Research on AMD, NVO, GOOGL, Others 20:17 Should You Overweight Stocks Today? 29:31 3 Stocks to Sell and 3 Stocks to Buy Instead Got a question for Dave? Send it to themorningfilter@morningstar.com. Read Dave’s latest Stock Market Outlook: https://www.morningstar.com/stocks/may-2025-us-stock-market-outlook-eye-hurricane Keep track of earnings at Morningstar’s earnings hub: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks 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/ What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter