Plus, a huge fair value increase for one Mag 7 stock. On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski catch up on which countries have and haven’t inked trade deals with President Trump and speculate whether the Fed will or won’t cut interest rates in September. They also discuss which company earnings to watch this week (Eli Lilly LLY is one) and recap how several former stock picks look after earnings. They cover new research from Morningstar about four members of the Magnificent Seven that reported earnings last week—including the one that got a 20% fair value upgrade after earnings. And this week’s stock picks include a handful of undervalued stocks with significant upside potential. 05:22 The Fed: Will They or Won’t They in September? 07:43 Company Earnings to Watch This Week 08:59 New Research on MSFT, META, AAPL, AMZN & More 33:28 Undervalued Stocks to Buy 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 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 earnings reports. Microsoft Earnings https://www.morningstar.com/stocks/microsoft-earnings-we-were-wrong-when-we-thought-last-quarter-would-be-hard-top Meta Earnings https://www.morningstar.com/stocks/meta-earnings-ad-engine-firing-all-cylinders-even-ai-costs-mount Scotts Miracle-Gro Earnings https://www.morningstar.com/stocks/scotts-miracle-gro-earnings-stock-tanks-despite-solid-results Kraft Heinz Earnings https://www.morningstar.com/stocks/kraft-heinz-earnings-unwavering-brand-investments-should-serve-up-gains-time Boeing Earnings https://www.morningstar.com/stocks/boeing-earnings-turnaround-underway-with-cash-flows-improving 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!