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Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the stock market’s biggest artificial intelligence (AI) success stories. Nvidia dominates AI accelerators, while Micron is benefiting from extraordinary demand for memory chips. Both companies have delivered remarkable growth, rewarding investors who recognized their opportunities early.

In this bonus episode of The Morning Filter podcast, host Dave Sekera sits down with Morningstar Chief Economist Preston Caldwell to discuss their market and economic outlooks heading into the end of 2026. Tune in to find out why stock selection is becoming increasingly important, what valuations are signaling to investors, and how to position…