In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover the latest in the war and the market, the GDP print, and the Fed meeting. They update the stock barbell strategy heading into May. Key earnings releases this week include Advanced Micro Devices AMD and Fortinet FTNT; tune in to find out why.

They reveal which of the big tech stocks—Alphabet GOOGL, Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL—look like stocks to buy after earnings. The episode wraps with three overvalued stocks to take profits in and three undervalued stocks to buy instead.

Episode Highlights

The one theme driving economic growth today

How to position your stock portfolio for the new month

Which earnings reports to watch for in the week ahead

Top insights from big tech earnings

Stocks to lock in gains and promising stocks to buy instead

Read about topics from this episode.

Q2 2026 Stock Market Outlook: Don’t Panic, Readjust

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead

The Morning Filter

3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead