The Morning Filter 5 Cheap Stocks to Buy in August
17 snips
Aug 4, 2025 Trade agreements and their impact are front and center as hosts explore recent negotiations with the EU, Canada, and Mexico. The disappointing July jobs report raises questions about the labor market's health. They dive into key earnings from tech giants like Meta and Apple, revealing robust performances. Insights on chemical and consumer defensive stocks highlight potential investment opportunities amid market fluctuations. Lastly, patience is emphasized as they discuss promising tech investments and the challenges faced by Boeing and UPS.
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Microsoft's Quantum Leap
- Microsoft reported exceptionally strong results that justified a 20% fair value increase.
- Quantum computing now seen as a tangible long-term growth opportunity for Microsoft.
Meta's AI Boost
- Meta's strong revenue growth and margin expansion reflect effective AI-driven advertising.
- AI monetization is improving user engagement and ad conversion rates on Meta's platforms.
Apple's AI Challenge
- Apple's better-than-expected iPhone sales supported a modest fair value increase.
- AI software still needs major improvements to significantly impact Apple's medium-term growth.