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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Buyer Fatigue, Not Breakdown
- Dave describes last week's tech weakness as buyer fatigue rather than a true sell-off in AI stocks.
- He notes lack of fresh positive news, not new negative developments, drove the pause in gains.
Don't Overreact To One Jobs Print
- Treat this jobs report as noise rather than definitive Fed guidance unless revisions confirm it.
- Be skeptical of the initial number because of recent government shutdown data issues.
Earnings Focus Beyond The Beat
- NVIDIA is expected to keep beating estimates but guidance and competitive dynamics matter most.
- Watch mentions of AMD competition, custom accelerators, and China GPU sales for long-term impact.