#StockstoBuy #StockMarketSelloff #AIStocks NOTE: We had technical issues during the livestream that resulted in the first segment not being streamed. Here is the full episode. Plus, whether the stock market’s AI fears are overblown. In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court’s ruling on the Trump Administration’s emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia’s earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart’s WMT results, plus what Kraft Heinz’s KHC breakup flip-flop and Elliot’s investment in Norwegian Cruise Lines NCLH may mean for their stocks. They reveal which rallying hardware stocks look at risk. And this week’s stock picks are five companies whose stocks have suffered exaggerated pullbacks and that look like attractive stocks to buy before they recover. Episode Highlights 00:00:00 Good Morning! 00:00:45 What the Supreme Court’s ruling against some Trump tariffs may mean for investors. 00:07:24 Where the stock market’s AI fears are justified—and where they’re overblown. 00:13:33 Whether Nvidia’s NVDA earnings release could revive the AI trade. 00:22:16 The hardware stocks to avoid. 00:27:22 Stock Picks of the Week: stocks that sold off too much and now look like bargains. Stock Picks of the Week: stocks that sold off too much and now look like bargains. Read about topics from this episode. US Stock Market Outlook: Where We See Investing Opportunities in February https://www.morningstar.com/markets/us-stock-market-outlook-where-we-see-investing-opportunities-february Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera Got a question for Dave? Send it to themorningfilter@morningstar.com. Love The Morning Filter? Help us make the show even better by taking this quick survey. https://morningstarcx.qualtrics.com/jfe/form/SV_8p40KX5Qyl1XLAa 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 Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!