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-earnings

Learn 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 themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: 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.

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