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

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