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. 

On This Week’s Episode: 

What’s Next with Tariffs 

Economic & Earnings Reports to Watch 

New Research on NVDA, Cybersecurity Stocks, More 

Oversold Stocks to Buy for Summer

Read about topics from this episode. 

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.

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!