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. Plus, Morningstar strategist and Berkshire analyst Gregg Warren is joining the show this week to share some highlights from Berkshire Hathaway’s 2025 annual meeting.

Key Takeaways: 

On Radar: The Fed, Earnings 

Takeaways from Berkshire Hathaway’s Meeting 

New Research on MSFT, APPL, AMZN, META, More 

Stock Picks of the Week

Read about topics from this episode. 

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

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.

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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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