On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what a government shutdown would mean for investors; they parse the latest PCE and revised GDP data, too. Tune in to find out if Costco COST or AutoZone AZO looks like a stock to buy after earnings, whether Marvell Technology MRVL and Lithium Americas LAC have any gas left in the tank after their respective rallies last week, and what to make of Nvidia’s NVDA new partnership with OpenAI.

As Q4 2025 approaches, they take a look back at Q3’s market trends, surprises, and winners and losers. This week’s picks are stocks to buy that we think have more room to run.

Episode Highlights 

Latest on Inflation, GDP & Jobs 

Updates on COST, NVDA, MRVL, LAC, More 

Q3 2025 Market Recap 

Stocks to Buy at Market Highs
 

Read about topics from this episode. 

Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september

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

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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