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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