Plus, whether US stocks are overpriced today. On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski chat about whether U.S. stocks are overvalued, which types of stocks—growth or value—look more attractive right now, and if it might be time for investors to ease up on buying stocks. They also cover where things stand on tariffs and which economic and earnings reports to watch this week, unpack new Morningstar research about high-profile companies like Palantir and Eli Lilly after earnings, and revisit a few former stock picks, identifying which ones are still stocks to buy today. This week’s picks are all undervalued stocks from sectors that look overpriced. Episode highlights: 03:20 On Radar: Inflation & Earnings 06:45 New Research on PLTR, LLY, Others 15:45 Is the Stock Market Overpriced Today? 27:37 Undervalued Stocks to Buy Read about topics from this episode. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks These Are the Best Mag Seven Stocks to Consider for AI Investing https://www.morningstar.com/stocks/these-are-best-mag-seven-stocks-consider-ai-investing Read Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities https://www.morningstar.com/stocks/august-2025-stock-market-outlook-where-we-see-investing-opportunities Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!