Salesforce: AI-enhanced ARR growth

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss the likelihood of a Federal Reserve interest rate cut and why to watch the earnings reports from Costo COST, Cambell’s CPB and Adobe ADBE this week. Tune in to find out which cybersecurity stocks are buys after earnings and whether Marvell Technology MRVL or Salesforce CRM remain top picks. 

They unpack the market’s current valuation: Are stocks overpriced, underpriced, or fairly valued today? This week’s stock picks are high-quality wide moat stocks to buy that can upgrade an investment portfolio in 2026.

Episode Highlights 

00:00 Welcome 

00:59 On Radar: Fed Meeting, Earnings 

08:51 New Research: Cybersecurity Firms, MRVL, More 

19:16 Updated Stock Market Outlook 

27:01 Wide Moat Stocks to Buy

Read about topics from this episode. 

December 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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