4 Growth Stocks to Buy While They’re Still Undervalued

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss what last week’s midterm election results could mean for markets. They unpack the brutal selloff in technology stocks and Morningstar’s outlook for the artificial intelligence trade in the short and long term. They also preview upcoming earnings results from three technology stocks linked to the AI trade: semiconductor equipment firm Applied Materials AMAT along with neoclouds CoreWeave and Nebius Group. Sekera and Hansen talk about new Morningstar research after another busy week of earnings, including from Apple, Clorox CLX and Palantir PLTR. Tune in to find out why we raised our fair value estimate for Arista Networks ANET, and why we cut our estimate for SanDisk SNDK. They wrap the show with four undervalued growth stocks to buy while they’re still trading at a discount. Episode Highlights What the results of the midterm elections could mean for markets. What to know ahead of earnings reports from neocloud firms CoreWeave CRWV and Nebius Group NBIS. Is Apple AAPL a buy after earnings? Why we cut our fair value estimate for SanDisk SNDK. Under the hood of the AI selloff and the ongoing rotation from growth stocks into value. Growth stocks to buy while they’re still undervalued. Read about topics from this episode . November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026 Read Dave’s complete archive . Got a question for Dave? Send it to themorningfilter@morningstar.com . Follow Dave Sekera on X ( @MstarMarkets ) and on LinkedIn ( Dave Sekera ) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook ( MorningstarInc ), X (@ MorningstarInc ), Instagram ( MorningstarInc ) and LinkedIn ( Morningstar ). If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See <a href="http