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Hello and welcome to the Morning Filter podcast.

I'm Susan Jibinsky with Morningstar.

Every Monday before market open, I sit down with Morningstar chief U.S. market strategist Dave Sikara to talk about what investors should have on their radars for the week,

some new Morning Star research, and a few stock ideas.

Well, Dave, I can't quite believe it, but it is another Monday morning.

Good morning, Susan. How are you doing?

Oh, that week went to fight too fast this time. But, you know, what are we going to do? It's Monday.

Okay, so let's begin this week

with an update on last week's developments in the war and last week's market activity. We saw

the S&P 500 hit new records last week, and oil did fall last week below $100. So where do we

stand this morning? I mean, as far as the oil markets go, you know, there's a lot of back and forth, a lot of negotiations, a lot of posturing going on between the U.S. and Iran.

But unfortunately, at this point, still no resolution. I saw oil prices bounce around a lot last week.

They ended the week at $95 a barrel, which is $5 lower than the prior week.

Unfortunately this morning, they're heading back up again. Last I saw is about $98. Just to put that in

context, you know, they were like, you know, 55 to 60 barrel, you know, pre-conflict.

As far as events last week, it's all about earnings, all about artificial intelligence,

all about the artificial intelligence build out boom.

And this would be the point in the show that if my producer would allow me, I'd have the Metallica song,

nothing else matters playing in the background, because again, that's the only thing people

were looking at in the market.

And in fact, when I look at how a lot of these stocks that are most closely correlated to

...