6 Stocks to Sell Before the End of the Year
Plus, whether Nvidia is a buy after earnings.
Audio is streamed directly from the publisher (afp-956310-injected.calisto.simplecastaudio.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss why a Fed rate cut in December is starting to look unlikely. They also unpack new research about Palo Alto Networks PANW and Walmart WMT after earnings. And they cover whether Nvidia NVDA is a buy after another stunning quarter.
They take a deeper-than-usual dive into the audience mailbag, answering questions about AI and data center stocks, lithium and Albemarle ALB, and uncertainty and when to take profits. They wrap up the episode with six overvalued stocks to sell.
Episode Highlights
00:00:00 Welcome
00:01:32 Why The Fed Won’t Cut Rates in December
00:07:41 Is NVDA a Buy After Earnings?
00:16:30 Audience Q&A
00:45:42 Overvalued Stocks to Sell
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 [email protected].
Follow us on social media.
Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook https://www.facebook.com/MorningstarInc/
X https://x.com/MorningstarInc
Instagram https://www.instagram.com/morningstarinc/?hl=en
LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all
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.
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.