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.

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Dave Sekera on X: @MstarMarkets

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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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