In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen recap last week’s market activity, including the rotation out of growth stocks and how hotter-than-expected inflation data contributed to another spike in Treasury yields. They unpack what the market is now pricing in when it comes to monetary policy and economic growth.
They also cover what to watch in upcoming earnings reports from Meta, Telsa, Western Digital and Nebius Group NBIS, and discuss the key takeaways from Progressive PGR and ASML, and Schwab SCHW after earnings.
Tune in for a deep dive with Michael Hodel, director of communication services equity research for Morningstar, who explains SpaceX’s recent purchase of wireless spectrum infrastructure and what it means for the major US telecom firms. We wrap up the show with four stocks to buy while they’re still undervalued.
Episode Highlights
- How hot inflation data moved the market last week.
- Earnings to have on radar: Meta META, Tesla TSLA, Western Digital WDC, and more.
- Takeaways from big bank earnings.
- What we think of chipmaker ASML’s ASML growth prospects.
- How SpaceX’s SPCX recent purchase of wireless infrastructure affects our view of US telecom giants Verizon VZ, T-Mobile TMUS, and AT&T T.
- Undervalued stocks to buy for the long term.
Read about topics from this episode.
Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important
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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
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