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Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.

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Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. Tech has been a relative bright spot over the last few years, but will that trend continue? Here to explore this is Grady Burkett. He's the director of technology research at Morningstar.

Grady, thanks for joining me.

Jeremy Glaser has a position in the following securities mentioned above: MSFT. Find out about Morningstar’s editorial policies.