In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski unpack the stock market’s response to the US-Iran cease fire and discuss how investors should be thinking about their portfolios as uncertainty persists. They preview earnings season and what to watch for in big bank earnings from JPMorgan Chase JPM, Bank of America BAC, and Citigroup C this week. 

Tune in to find out if Johnson & Johnson, ASML, Taiwan Semiconductor and Netflix are stocks to buy ahead of earnings and whether Veeva Systems’ competitive advantages are likely to be eroded by AI. They wrap up with five undervalued growth stocks that look attractive today.

Episode Highlights 

00:00:00 Welcome

00:01:42 The market’s response to new events in the Iran war.

00:10:14 How companies may approach their forecasts during earnings season.

00:11:32 What to look for in big bank earnings this week.

00:14:21 Why to watch earnings from Johnson & Johnson JNJ, ASML ASML, Taiwan Semiconductor TSM and Netflix NFLX.

00:22:53 Is Veeva Systems’ VEEV moat safe?

00:28:00 Undervalued growth stocks to buy before they come back.

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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