Earnings Insights: Adobe's AI Potential and Chewy's Premium Challenge

On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks.

They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings.

Episode highlights: 

2:11 What New Jobs, Inflation Numbers Mean for Markets 

16:40 Should You Underweight Stocks Today? 

24:01 An Overlooked Summer Stock to Invest In 

26:57 Stocks to Buy & Sell Before the Storm Hits

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Morningstar’s take on CRWD and DG after earnings:

Dollar General Earnings: Results Shine on Same-Store Sales Growth

CrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates

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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