Why did Applied Materials' fair value rise?

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what to watch in this week’s earnings report from Nvidia NVDA and whether this AI stock is a buy before earnings. They also preview earnings for Palo Alto Networks PANW, Walmart WMT, Home Depot HD, Lowe’s LOW, and Medtronic MDT. Tune in to find out if Advanced Micro Devices AMD is an AI stock to invest in after Morningstar’ sizable fair value increase and which former stock pick may be the target of a private takeover. 

They also cover what the dominance of AI mega-cap stocks may mean for investors. And they end the show with four unconventional AI stocks to invest in.

Episode Highlights 

00:03:35 NVDA Earnings: What to Watch 

00:16:16 New Research on AMD, AMAT, DEO, More 

00:22:34 Mega AI Stock Dominance & Why It Matters 

00:27:49 Stock Picks of the Week
 

Read about topics from this episode. 

Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities

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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