Plus, our take on Berkshire Hathaway‘s meeting and Microsoft, Apple, Amazon, and Meta after earnings. Key takeaways: 02:36 On Radar: The Fed, Earnings 05:55 Takeaways from Berkshire Hathaway’s Meeting 19:46 New Research on MSFT, APPL, AMZN, META, More 29:56 Stock Picks of the Week Got a question for Dave? Send it to themorningfilter@morningstar.com. Keep track of earnings at Morningstar’s earnings hub: https://www.morningstar.com/topics/company-earnings 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/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/ 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