On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on Federal Reserve Chairman Jerome Powell’s remarks from Jackson Hole and the latest tariff news. A couple of economic reports bear watching this week, including the latest PCE figures. And while Nvidia’s NVDA upcoming results could move the market, a few less dominant but still interesting tech companies are reporting this week, too.

They provide Morningstar’s latest take on in-the-news stocks Intel INTC and Walmart WMT and discuss whether the stock of Unitedhealth Group UNH is appealing after Berkshire Hathaway’s BRK.A BRK.B sizable investment. And tune in to find out why now may be a good time to consider small cap stocks and which five stocks to buy before their big discounts vanish.

Episode highlights:

Fed Takeaways & Tariff Updates

Is NVDA a Buy Before Earnings?

New Research on PANW, AMAT, WMT

Stocks to Buy Trading at Big Discounts

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?

Read the full earnings reports for UnitedHealth, Intel, and Walmart.

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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5 Stocks to Buy Before Their Big Discounts Disappear

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