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.
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Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook: https://www.facebook.com/MorningstarInc/
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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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