In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover what’s going on with oil prices, interest rates, and bonds today. They recap the stock market’s winners and losers from May and update the barbell stock portfolio strategy for June. Tune in to find out what to look for in this week’s earnings reports from Palo Alto Networks PANW, CrowdStrike CRWD and Broadcom AVGO and whether Nvidia NVDA, Marvell Technology MRVL, or Salesforce CRM look like stocks to buy after earnings.

They answer a viewer question about a wide-moat stock that’s fallen more than 30% in just a few weeks. And they wrap up the episode with several overvalued stocks to sell this month.

Episode Highlights

00:00:00 Welcome

00:02:08 What’s happening in the oil and bond markets.

00:04:05 Will the Federal Reserve raise interest rates this year?

00:07:13 Which sectors and investment styles performed best and worst in May—and how to structure a stock portfolio for June.

00:12:38 Tech earnings to watch this week.

00:18:10 Is Nvidia NVDA a stock to buy today?

00:36:43 Sell these overvalued stocks.

Read about topics from this episode.

US Stock Market Outlook: It’s Time to Reallocate from Growth to Value
Dave Sekera’s Complete Archive

Got a question for Dave? Send it to themorningfilter@morningstar.com.

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.