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: 

Market Recap & Valuations Today 

What to Expect During Earnings Season 

New Research: Cybersecurity Stocks, META & GOOGL 

Stock Picks of the Week

Read about topics from this episode. 

Visit Morningstar’s content hub on tariffs, the economy, and the stock market: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

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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/

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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