5 Stocks to Buy After Earnings I November 16, 2026
#TheMorningFilter #StockstoBuy #StockMarket
Plus, what to know ahead of Nvidia’s results.
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss last week’s market action, including the rebound in artificial intelligence stocks that followed CoreWeave’s latest earnings report. They also cover the runup in the 10-year Treasury yield and the implications of October’s hotter-than-expected Consumer Price Index Report.
With all eyes on Nvidia, Sekera and Hansen cover what investors need to know ahead of the chip giant’s third quarter earnings results. They also preview upcoming earnings from consumer stalwarts Home Depot, Lowe’s, Walmart and Target.
Sekera and Hansen answer an audience question about a recent selloff in defense stocks: why did these names fall after the midterm elections, if they have government contracts locked in for decades? They wrap up the episode with five stocks that look like buys after earnings. Tune in to hear why Alphabet GOOGL made the list, even after it’s recent stumble.
Episode Highlights
Why AI stocks surged after CoreWeave’s CRWV earnings.
Economic data to watch this week.
Key considerations ahead of Nvidia’s NVDA upcoming third quarter results.
Why we’ll be watching earnings reports from Home Depot HD, Lowe’s LOW, Walmart WMT and Target TGT.
Berkshire Hathaway BRK.B is up 16% over three months. Is it a buy?
Why defense stocks like Lockheed Martin LMT sold off after the midterms.
Stock picks: what to buy after earnings.
Read about topics from this episode.
November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026 https://www.morningstar.com/markets/november-stock-market-outlook-how-position-your-portfolio-remainder-2026
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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
