On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what a government shutdown would mean for investors; they parse the latest PCE and revised GDP data, too. Tune in to find out if Costco COST or AutoZone AZO looks like a stock to buy after earnings, whether Marvell Technology MRVL and Lithium Americas LAC have any gas left in the tank after their respective rallies last week, and what to make of Nvidia’s NVDA new partnership with OpenAI.
As Q4 2025 approaches, they take a look back at Q3’s market trends, surprises, and winners and losers. This week’s picks are stocks to buy that we think have more room to run.
Episode Highlights
Latest on Inflation, GDP & Jobs
Updates on COST, NVDA, MRVL, LAC, More
Q3 2025 Market Recap
Stocks to Buy at Market Highs
Read about topics from this episode.
Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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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 Dziubinski and Dave Sekera.
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