Advisors and financial experts, this one's for you.

Registration is now open for the Morning Star Investment Conference.

On June 25th and 26th, join thousands of your peers in Chicago for two days packed with cutting-edge research, expert insights, and thorough analysis.

Advisors can even attend for free and earn CE credits.

Learn more about the MIC conferences at morningstar.com

slash events slash MIC.

Please stay tuned for important disclosure information at the conclusion of this episode.

Hi. conclusion of this episode.

Hi. Hello and welcome to the Morning Filter.

I'm Susan Jubinsky with Morningstar.

Every Monday morning, I talk with Morning Star Research Services,

chief U.S. market strategist Dave Sikara, about what investors should have on their radars,

some new Morning Star research, and a few stock picks or pans for the week

ahead. So good morning, Dave. We have a lot on radar this week in terms of the economy and earnings.

But before we get to that, let's first talk about what's going on in the markets this morning.

We're seeing a global sell-off in stocks on news that Chinese startup Deepseek has developed an AI model, which is

sparking concerns about competitiveness in AI. So what's your take? Hey, good morning, Susan.

Everything looked fine when I went to bed last night, so I was pretty shocked to see just how much

futures were down, you know, this morning before market open. In fact, it also looks like

Nvidia internet itself is really getting hit, you know, pretty hard. As you mentioned, the reason

is, you know, the release for this deep seek AI platform, which is reportedly a Chinese platform.

Personally, I actually don't know that much about it. Initial reports are that it's, you know,

...