On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues. They also preview earnings season, including what to listen for from the AI giants like Taiwan Semiconductor TSM, which reports this week. Dave’s will be carefully watching the banks this earnings season; tune in to find out why.

They unpack the big agreement between AMD and OpenAI—and the resulting big increase in AMD’s fair value estimate. Find out whether Pepsi PEP and Constellation Brands STZ are still stocks to buy after earnings. And this week’s picks feature 4 stocks to buy before they report.

Episode Highlights

Economic Numbers to Watch

Earnings Season Preview

Latest Takes on AMD, PEP, STZ, More

Stocks to Buy Ahead of Earnings

Read about topics from this episode.

Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error

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4 Stocks to Buy Before They Report Earnings

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