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The Morning Filter

3 Stocks to Buy Before They Report Earnings

The Morning Filter

Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist

Stock Market, Morningstar, Stock Picks, Stocks, Business News, Investing, Etfs, News, Business, Funds

4.748 Ratings

🗓️ 27 January 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

Plus, our take on Microsoft, Tesla, Apple and other companies reporting this week.

Transcript

Click on a timestamp to play from that location

0:00.0

Advisors and financial experts, this one's for you.

0:03.6

Registration is now open for the Morning Star Investment Conference.

0:07.2

On June 25th and 26th, join thousands of your peers in Chicago for two days packed with cutting-edge research, expert insights, and thorough analysis.

0:16.8

Advisors can even attend for free and earn CE credits.

0:21.0

Learn more about the MIC conferences at morningstar.com

0:24.0

slash events slash MIC.

0:29.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:36.0

Hi. conclusion of this episode.

0:38.4

Hi. Hello and welcome to the Morning Filter.

0:56.7

I'm Susan Jubinsky with Morningstar.

0:59.0

Every Monday morning, I talk with Morning Star Research Services,

1:02.7

chief U.S. market strategist Dave Sikara, about what investors should have on their radars,

1:08.2

some new Morning Star research, and a few stock picks or pans for the week

1:11.9

ahead. So good morning, Dave. We have a lot on radar this week in terms of the economy and earnings.

1:17.9

But before we get to that, let's first talk about what's going on in the markets this morning.

1:22.4

We're seeing a global sell-off in stocks on news that Chinese startup Deepseek has developed an AI model, which is

1:29.4

sparking concerns about competitiveness in AI. So what's your take? Hey, good morning, Susan.

1:35.7

Everything looked fine when I went to bed last night, so I was pretty shocked to see just how much

1:39.8

futures were down, you know, this morning before market open. In fact, it also looks like

1:44.2

Nvidia internet itself is really getting hit, you know, pretty hard. As you mentioned, the reason

1:48.7

is, you know, the release for this deep seek AI platform, which is reportedly a Chinese platform.

1:54.7

Personally, I actually don't know that much about it. Initial reports are that it's, you know,

...

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