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On the March 16 episode of _The Morning Filter__, _David Sekeraand Susan Dziubinski discuss Morningstar’s recent changes to company moat ratings caused by AI and which stocks still look attractive today. Here is an excerpt from the show.
How AI Is Threatening Companies’ Economic

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What impact the Iran war may have on the consumer, the economy, and Fed policy this year.
Why to watch Micron Technology’s MU earnings this week.
3 big companies that’ll be disrupted by artificial intelligence—and why Microsoft MSFT isn’t one of them.
Takeawa

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Oil prices fell sharply amid expectations that the oil crunch resulting from the Iran war will be tempered by reserve releases, even as US officials gave contradictory statements about the length of the war.
Oil prices are still up roughly 24% from before the war b

Oracle's third-quarter earnings surpassed expectations, with total revenue up 22% to $17 billion driven by a 44% rise in cloud revenue. The company raises its fair value estimate to $220 amid strong demand for AI infrastructure, despite high uncertainty in the market.

Marvell Technology reported strong fiscal fourth-quarter results with an optimistic outlook for fiscal years 2027 and 2028. Anticipating significant growth driven by data center and AI spending, the fair value estimate is raised to $130. Concerns about market share losses are addressed, emphasizing growth potential and robust performance.

Costco Wholesale reported strong fiscal-second-quarter results with 9.1% net sales growth and a 14% rise in membership fee income. Despite a 50% overvaluation concern, the company's expanding profitability and loyalty reinforce its wide economic moat.

On the March 5 bonus episode of _The Morning Filter__, _co-host Susan Dziubinski met with Morningstar senior analyst Greggory Warren to discuss Berkshire Hathaway after Warren Buffett stepped down as CEO, what new CEO Greg Abel might do differently from Buffett, and what Todd Combs’ exit from Berksh

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Fears that the Fed will lose its independence are growing after the US Department of Justice subpoenaed the central bank.
Fed Chair Powell has issued a statement saying monetary policy must be set without political “intimidation.” President Trump has denied all

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On Friday, President Trump called for a one-year cap of 10% on credit card interest rates, set to begin Jan. 20.
Without congressional legislation, implementing a rate cap

The essay outlines the key economic releases scheduled for the week of March 10, including housing sales, consumer price index data, housing starts, unemployment claims, durable orders, and GDP figures, alongside important company earnings announcements.

Macy's experienced a modest 1.8% growth in comparable sales, led by Bloomingdale's, despite challenges like decreased gross margins. The company is in its final year of a strategy to enhance performance. Shares are undervalued, and future growth expectations remain realistic despite competition.

ALIT Investors Have Opportunity to Lead Alight, Inc. Securities Fraud Lawsuit





ALIT Investors Have Opportunity to Lead Alight, Inc. Securities Fraud Lawsuit
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By Jillian Berman
'Time is running out': For years, parents have struggled under the weight of the loans they took on to help their kids pay for college. It's about to get worse, advocates warn.
Parents will often do whatever it takes to help their kids get to college. Now their

GO UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Grocery Outlet (GO) Investors of Securities Class Action Deadline on May 15, 2026





GO UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds

The essay discusses the stress and financial challenges faced by borrowers of Parent PLUS loans. It highlights the impact of loan consolidation on managing payments, concerns about bankruptcy, and critiques of government policies that fail to alleviate borrower burdens, especially for low-income families.

On the March 9 episode of _The Morning Filter__, _David Sekeraand Susan Dziubinski discuss when investors should sell core stocks. Here is an excerpt from the show.
How Do You Know When It’s Time to Sell?
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Susan Dziubinski: Well, it is time for our question o

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After outpacing US stocks in 2025, international markets have tumbled since the start of the Iran war as investors seek refuge in US-dominated assets.
Investors see American energy independence as a reason to buy US stocks, but soaring oil prices could have

Investors are still coming out of one of the worst bond markets in history.
Between the bond market’s dismal 2022 and the stock market’s downturn from the onset of the Russia-Ukraine war, the 2020s were the only market crash of the past 150 years when the decline experienced by a 60/40 portfolio wa

With tariff deals materializing and going into effect, consumers and businesses are still trying to understand where markets will go next.
To try to make sense of the tariff risks on US sectors, we examined their potential impact through three economic scenarios constructed by Preston Caldwell,

This week's newsletter discusses the market's mild response to the Supreme Court's ruling on Trump tariffs, highlights shifts in stock market leadership towards energy and industrial sectors, and reports on negative developments in the private credit market, particularly regarding Blue Owl.