4 Stocks to Buy for the Long-Term While They’re Still Undervalued I October 19, 2026
It offers a concise market and earnings recap, plus a sector-specific discussion of SpaceX's spectrum move and its read-through for Verizon, T-Mobile and AT&T. Wealth professionals can use it as a quick update on themes shaping equity and rate-sensitive portfolios.
Summary
By the markets & outlook deskMorningstar's The Morning Filter recaps recent market activity, including a rotation out of growth stocks and how hotter-than-expected inflation data contributed to a rise in Treasury yields. It previews upcoming earnings from Meta, Tesla, Western Digital and Nebius Group, reviews results from Progressive, ASML and Schwab, and discusses SpaceX's wireless spectrum purchase and what it means for US telecom firms. The episode closes with four stocks the hosts describe as undervalued for long-term investors.
- Hotter-than-expected inflation data contributed to another spike in Treasury yields.
- The episode covers upcoming earnings from Meta, Tesla, Western Digital and Nebius Group.
- Michael Hodel explains SpaceX's recent purchase of wireless spectrum infrastructure and its effect on views of Verizon, T-Mobile and AT&T.
- The show ends with four stocks described as undervalued for the long term.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome | 1 min | |
| How hot inflation data moved the market last week. | 4 min | |
| Earnings to have on radar: Meta META, Tesla TSLA, Western Digital WDC, and more. | 9 min | |
| Takeaways from big bank earnings. | 3 min | |
| What we think of chipmaker ASML’s ASML growth prospects. | 12 min | |
| Undervalued stocks to buy for the long term. | 11 min |
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