Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead.

Key Takeaways:

2:18 Market Recap & AI Stock Outlook

7:35 On Radar: The Fed & Tariffs

12:42 New Research on ADBE, VZ

18:59 Stocks of the Week

Read about topics from this episode.

Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2

Learn more about Morningstar’s approach to stock investing.

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

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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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