On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what’s next after the Federal Reserves 25-basis-point interest rate cut and which economic reports could move the market this week. Tune in to find out why to keep an eye on the earnings reports from Micron Technology MU, FedEx FDX, and Darden Restaurants DRI and whether Marvell Technology MRVL remains a stock to buy after a tough week. 

They unpack new earnings reports from Oracle ORCL, Adobe ADBE, and Costco COST, among others. And this week’s picks are stocks to put on a watch list to buy on weakness.

 

Episode Highlights 

00:00 Welcome 

01:07 Fed Meeting Recap 

04:35 On Radar: Economic Reports, Earnings 

12:05 Updates on ORCL, MRVL, ADBE, COST 

29:00 Stocks to Buy on Weakness

 

Read about topics from this episode. 

December 2025 Stock Market Outlook: Where We See Investment Opportunities

Read Dave’s complete archive.

 

Got a question for Dave? Send it to [email protected].

 

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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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