In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what’s on radar this week after the US stock market hit new highs, including the Fed meeting and inflation numbers. They’ll preview big tech earnings coming out this week from Alphabet, Apple, Amazon, Meta Platforms, and Microsoft and do a rapid-fire Q&A about what to watch for in the earnings for several other companies including Eli Lilly LLY and UPS UPS. 

Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s time to throw in the towel or back up the truck on Adobe. They wrap up with three former stocks picks that look like attractive stocks to buy again.

Episode Highlights 

00:00:00 Welcome

00:02:27 Can the US stock market continue to hit new highs?

00:06:36 What to expect from this week’s Fed meeting, which is Jerome Powell’s last meeting as Fed chair

00:10:09 Whether Big Tech results and forecasts from Alphabet GOOGL, Apple AAPL, Amazon AMZN, Meta Platforms META, and Microsoft MSFT may disappoint

00:23:25 If Intel INTC, ServiceNow NOW or Tesla TSLA look attractive after earnings

00:34:56 Is Adobe ADBE a buy or sell today?

00:37:52 3 stock picks that look undervalued again

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 [email protected]. 

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

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