Plus, how earnings season could play out. Key Takeaways: 00:43 Market Recap & Valuations Today 18:25 What to Expect During Earnings Season 24:44 New Research: Cybersecurity Stocks, META & GOOGL 27:47 Stock Picks of the Week 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/events/morningstar-investment-conference?refid=morn_filter Got a question for Dave? Send it to themorningfilter@morningstar.com. Visit Morningstar’s content hub on tariffs, the economy, and the stock market: https://www.morningstar.com/economy/tariffs-markets-what-investors-need-know Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks 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/