The Morning Filter 3 Stocks to Buy and 3 Stocks to Sell After Earnings
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Jul 28, 2025 This week covers key economic events shaping the market, including the upcoming tariff deadline and Federal Reserve meetings. Insights into earnings from tech giants and chemical producers reveal exciting investment opportunities. The hosts discuss Tesla's guidance and dive into the telecom sector's performance, particularly T-Mobile's growth. They also explore stockholder shares in acquisitions and evaluate overvalued stocks, providing actionable recommendations on what to buy and sell after earnings.
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Alphabet Undervalued Despite Concerns
- Alphabet posted strong earnings across divisions and is undervalued at 18% discount with 15% expected earnings growth.
- Market concerns focus on higher CapEx increases and regulatory/legal threats alongside AI impact uncertainties.
ServiceNow Gains with AI Growth
- ServiceNow showed solid earnings beat and raised fair value slightly, relying on generative AI as a key growth driver.
- Trading at a small discount, it’s a favorite tech pick but advisable to start with a smaller position and hold dry powder for dips.
Verizon’s Value and Growth Prospects
- Verizon showed solid results with 5% revenue and 4% free cash flow growth, maintaining strong dividend and favorable long-term prospects.
- Market expects wireless competition to ease, potentially allowing margin expansion as carriers act more oligopolistic over time.