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Plus, whether the stocks of Microsoft, Apple, and Tesla are worth investing in post-earnings. 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. 00:42 Tariffs, Inflation, The Economy & Rate Cuts 08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More 14:17 Updates on DeepSeek, MSFT, AAPL, & Others 29:16 Stocks of the Week Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/co... Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/mo... Got a question for Dave? Send it to [email protected]. 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. https://www.morningstar.com/business/... Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: / davesekera Facebook: / morningstarinc X: https://x.com/MorningstarInc Instagram: / morningstar. . LinkedIn: / 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!