

Plus, our take on Microsoft, Apple, Amazon and Meta Platforms before earnings. On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, they preview the Magnificent Seven stocks reporting earnings this week—Microsoft MSFT, Apple AAPL, Amazon AMZN and Meta Platforms META—and revisit some former stock picks reporting soon, too. They reveal whether Tesla TSLA or Alphabet GOOGL are good investments given their latest guidance. And they wrap things up with a list of stocks investors should consider buying and selling post-earnings. 02:59 On Tap: Tariffs, The Fed, Inflation & Jobs 10:11 Mag Seven Earnings We're Watching 20:52 New Research on Tesla, Alphabet & Others 31:32 Stocks to Buy and Sell After Earnings Read about topics from this episode. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks What Investors Need to Know About Tariffs https://www.morningstar.com/economy/what-investors-need-know-about-tariffs These Are the Best Mag Seven Stocks to Consider for AI Investing https://www.morningstar.com/stocks/these-are-best-mag-seven-stocks-consider-ai-investing Read the full stock analyst reports. Microsoft https://www.morningstar.com/stocks/going-into-earnings-is-microsoft-stock-buy-sell-or-fairly-valued-6 Apple https://www.morningstar.com/stocks/going-into-earnings-is-apple-stock-buy-sell-or-fairly-valued-8 Amazon https://www.morningstar.com/stocks/going-into-earnings-is-amazon-stock-buy-sell-or-fairly-valued-7 Meta https://www.morningstar.com/stocks/going-into-earnings-is-meta-stock-buy-sell-or-fairly-valued-7 Tesla https://www.morningstar.com/stocks/tesla-earnings-affordable-vehicle-enter-production-by-end-year-robotaxi-testing-underway Alphabet https://www.morningstar.com/stocks/alphabet-earnings-google-search-remains-resilient-ai-adoption-drives-cloud-sales Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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