Plus, whether Nvidia is a buy after earnings. In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss which economic and earnings reports to keep an eye on this week. They cover new research about whether Nvidia can continue its winning ways, if Salesforce is a buy after earnings, and what to make of the AMD/Meta Platforms deal. Tune in to find out which stock saw a big cut in its fair value estimate last week and how to think about Diageo DEO after its dividend reduction. They unpack what’s going on in the private credit market and what lessons can be found in the Blue Owl mess. Value stocks are outperforming: They talk about a handful that still look relatively attractive and why. Episode Highlights 00:00:00 Welcome 00:06:20 Why we’ll be watching the earnings reports from Broadcom, Marvell Technology and two cybersecurity companies.  00:12:48 Whether Nvidia looks like a buy after its earnings beat and forecast hike.  00:18:18 Who wins in the Advanced Micro Devices/Meta Platforms deal.  00:22:52 The fallout from Blue Owl and increasing risk in the private credit market.  00:29:16 What takeover talk for PayPal may mean for its stock.  00:32:05 Value stocks are back. Here’s why--and why we think these five value stocks to buy have more room to run.  Read about topics from this episode. Private Credit Quality Continues to Weaken https://www.morningstar.com/bonds/private-credit-quality-continues-weaken Why AI Worries About Software Are Hitting Private Credit https://www.morningstar.com/bonds/why-ai-worries-about-software-are-hitting-private-credit Alternative Asset Managers: Blue Owl Disclosure Drives Share Prices of Alternative Managers Lower https://www.morningstar.com/company-reports/1432578-alternative-asset-managers-blue-owl-disclosure-drives-share-prices-of-alternative-managers-lower?listing=0P0001MIVK US Stock Market Outlook: Where We See Investing Opportunities in February https://www.morningstar.com/markets/us-stock-market-outlook-where-we-see-investing-opportunities-february Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera Got a question for Dave? Send it to themorningfilter@morningstar.com. Love The Morning Filter? Help us make the show even better by taking this quick survey. https://morningstarcx.qualtrics.com/jfe/form/SV_8p40KX5Qyl1XLAa Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!