Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Key takeaways:00:42 Tariffs, Inflation, The Economy & Rate Cuts 08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More 14:17 Updates on DeepSeek, MSFT, AAPL, & Others 29:16 Stocks of the Week Read about topics from this episode. Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earningsLearn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Got a question for Dave? Send it to
[email protected]. 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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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