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

Hello and welcome to the Morning Filter podcast.

I'm Susan Jubinsky 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.

Now a programming note for viewers, we dropped a bonus episode of the Morning Filter last

week.

Dave sat down with Morningstar's Cybersecurity Stock Analyst to talk about how to think about the

industry today, what AI means for its future,

and which cybersecurity stocks look most attractive.

So be sure to catch it wherever you get your podcasts.

All right.

Well, good morning, Dave.

Overnight, President Trump posted on Truth Social that the U.S. and Iran have had productive

talks, and as a result, the U.S.

would postpone plans to strike Iranian power plants and energy infrastructure.

And that's led to a swing in the futures markets overnight.

So start with that.

Hey, good morning, Susan.

Honestly, markets are just all over the place this morning.

I don't think they

completely know exactly what to take from his most recent comments. When I woke up this morning,

...