AMD–OpenAI Deal and Valuation Impact

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues. They also preview earnings season, including what to listen for from the AI giants like Taiwan Semiconductor TSM, which reports this week. Dave’s will be carefully watching the banks this earnings season; tune in to find out why.

They unpack the big agreement between AMD and OpenAI—and the resulting big increase in AMD’s fair value estimate. Find out whether Pepsi PEP and Constellation Brands STZ are still stocks to buy after earnings. And this week’s picks feature 4 stocks to buy before they report.

Episode Highlights 

Economic Numbers to Watch

Earnings Season Preview 

Latest Takes on AMD, PEP, STZ, More

Stocks to Buy Ahead of Earnings
 

Read about topics from this episode. 

Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error

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 and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

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