In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season kicks off with the big banks reporting; tune in to find out what to listen for. Both ASML ASML and Taiwan Semiconductor TSM report this week, too, providing investors with an early read into what to expect from semiconductor and AI companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after.
They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter.
Episode Highlights
What to expect in this week’s inflation reports
Earnings season kicks off with the big banks: Here’s what to watch for
Which non-bank earnings reports to have on radar
Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA
Will SpaceX SPCX eat Verizon Communications’ VZ lunch?
Undervalued stocks we like a lot
Read about topics from this episode.
Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities
Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
