Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings.
Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings.
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week.
Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September.
Episode Highlights
Why Nvidia’s NVDA results were so important
Whether cybersecurity stocks still look attractive after their recent run-up
What economic and earnings reports to keep on your radar this week
Which technology stocks look attractive after earnings
Should investors throw in the towel on The Trade Desk TTD?
The sectors that have historically done well—and not so well—in September
Stocks to buy and sell for the month ahead
Read about topics from this episode.
Where the Stock Market May Be Heading Next and What to Buy Now
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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income