Plus, whether it’s time to overweight stocks. Key takeaways: 01:45 Market Recap & AI Stock Outlook 06:00 On Radar: The Fed & Tariffs 11:09 New Research on ADBE, VZ 17:56 Stocks 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. Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/march-2025-us-stock-market-outlook-tariffs-are-wild-card Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks