2 November 2026
Plus, whether Microsoft, Alphabet, or Amphenol look attractive after earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss last week’s market activity and the major selloff in technology stocks. They also cover what investors need to know after the October Federal Reserve meeting. They unpack another busy week of earnings, including upcoming reports from Apple, Palantir, Clorox, and Arm Holdings. Tune in to hear Morningstar’s take on Alphabet’s post-earnings selloff, along with key considerations for investors after reports from Microsoft MSFT, Amazon AMZN, L3 Harris LHX, and more. Sekera and Hansen also cover what investors need to about core holdings, including the qualities core stocks have in common and how to manage core positions in a portfolio. They wrap the show with three stocks to sell and three stocks to buy for November. Episode Highlights 00:00:00 Welcome 00:00:57 What to know after last week’s tech selloff. 00:05:58 What to watch when Apple AAPL, Palantir PLTR, Clorox CLX and Arm Holdings ARM report earnings this week. 00:14:22 Why Alphabet GOOGL/GOOG dropped 12% after reporting its third quarter results. 00:18:33 Is Amphenol APH still a buy after earnings? 00:27:03 What to know about core holdings, and how to manage core positions in your portfolio. 00:31:36 Stocks to buy and sell for the month ahead.
