The Morning Filter 4 Surprising AI Stocks to Buy
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Nov 17, 2025 Explore the intriguing world of AI investing with insights on Nvidia's earnings and market expectations. Discover the potential of Advanced Micro Devices and the details behind Palo Alto Networks' performance. Dive into unconventional AI stocks like Adobe and Cognizant, revealed as surprising investment opportunities. The hosts discuss major players such as Microsoft and Alphabet, while also predicting the impact of AI on energy demand with Baker Hughes. Tune in for expert analysis and investment strategies!
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AMD Fair Value Jump After Investor Day
- AMD's investor day prompted Morningstar to raise fair value from $210 to $270, a ~30% jump.
- Analysts now expect AMD to become a clear #2 AI semiconductor player behind NVIDIA.
AMAT Raised On Midterm Hardware Demand
- Applied Materials' short-term guidance looked soft but medium-term DRAM and packaging demand raised its fair value slightly.
- The stock now sits near fair value at Morningstar's $225 estimate.
Sealed Air: From Pick To Takeover Talk
- Sealed Air repeatedly appeared on Morningstar's pick list and then surfaced in takeover talks with CD&R.
- Morningstar had a $50 fair value but dropped coverage after the covering analyst left.