3 Cheap Stocks to Buy Now as Small Caps Heat Up
3 Cheap Stocks to Buy Now as Small Caps Heat Up  
Podcast: The Morning Filter
Published On: Mon Feb 02 2026
Description: In this week’s episode of The Morning Filter podcast, hosts Dave Sekera and Susan Dziubinski discuss whether investors should or shouldn’t worry about the declining US dollar. They also break down tech’s wild earnings last week: Tune in to find out if Microsoft MSFT, Meta Platforms META, Apple AAPL or ServiceNow NOW are stocks to buy today—and whether Tesla TSLA finally looks attractive after Morningstar’s big fair value upgrade. They share what to watch in the upcoming earnings reports from Alphabet GOOGL, Amazon.com AMZN, and some notable consumer defensive companies this week. Small-cap stocks are having a moment: The co-hosts discuss whether the rally can continue. They close the episode with three small-cap stocks to buy that look undervalued now.Episode Highlights 00:00:00 Welcome00:06:10 Earnings on Tap: GOOGL, AMZN & More 00:11:16 New Research on MSFT, META, TLSA, AAPL 00:25:27 Audience Question: ADBE & APH 00:28:37- Stock Picks of the Week  Read about topics from this episode. The Best ETFs to Ride the Small-Cap Stock RallyMorningstar's Company Earnings HubRead Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstarinc/?hl=enLinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.