Earnings Insights: Weight Loss Drugs and Estee Lauder's Struggles

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:

02:28 Tariff Talk 

07:32 On Radar: Inflation & Earnings 

16:02 New Research on GOOGL, AMZN, AMD, More 

32:06 Stocks of the Week

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Read about topics from this episode. 

Following Morningstar’s coverage of earnings season.

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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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