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5 Stocks to Buy That We Still Like After Earnings I August 3, 2026


#TheMorningFilter #StockstoBuy #StockEarnings
Plus, updates on Microsoft, Meta, Amazon, and Apple.

In this new episode of The Morning Filter podcast, host Susan Dziubinski covers the key takeaways from last week’s Fed meeting (and hint, there weren’t many). It will probably be another volatile week for SpaceX stock—and earnings aren’t the only reason why. This week we’ll also get earnings reports and forecasts from a few members of the triple digit club, including Advanced Micro Devices AMD, SanDisk SNDK and Western Digital WDC.

Dziubinski discusses what Morningstar’s analysts thought of the latest earnings reports from Microsoft, Meta Platforms, Amazon.com, Apple and Seagate Technology STX; tune in to find out which stocks in the group experienced fair value changes. The show wraps with a handful of stocks to buy after earnings.

Episode Highlights

The Fed’s next move is…unclear.
SpaceX SPCX: Earnings aren’t the only thing to keep an eye on.
What to watch this week: Earnings reports from the Triple Digit Club.
Our take on Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL after earnings.
Why we like Baker Hughes BKR.
5 undervalued stocks to double down on after earnings.

Read about topics from this episode.

5 Charts on What to Watch in SpaceX Earnings https://www.morningstar.com/stocks/5-charts-what-watch-spacex-earnings
Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities https://www.morningstar.com/markets/q3-stock-market-outlook-investors-face-balanced-risks-selective-opportunities

Read Dave’s complete archive: https://www.morningstar.com/people/david-sekera

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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.


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