The Morning Filter 6 Stocks to Sell Before the End of the Year
38 snips
Nov 24, 2025 This week, the discussion dives into the unlikely Fed rate cut in December and the mixed retail earnings from giants like Walmart. The hosts analyze Nvidia's impressive growth but the market's unexpected sell-off. They tackle intriguing audience questions on AI and lithium stocks. In a compelling segment, six overvalued stocks are highlighted, including Wingstop and Church & Dwight, urging listeners to consider profit-taking. It's an insightful take on navigating today’s unpredictable market!
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Fed To Skip December, Cut In January
- The Fed likely will skip a December rate cut but resume cuts starting in January as payrolls slow and GDP decelerates.
- Watch the October PCE (Dec 3) as the key inflation datapoint that could change the Fed's path.
NVIDIA Growth Is Accelerating — With Risk
- NVIDIA's revenue is accelerating rapidly with data-center demand and gross margins expanding due to supply constraints.
- Morningstar raised NVDA fair value to $240 but flags very high uncertainty and expects continued volatility.
Walmart Beats But Market Expects More
- Walmart showed solid revenue and e-commerce growth and raised guidance, but the market prices in much higher margins.
- Morningstar raised fair value to $60 yet still sees Walmart as significantly overvalued.
