June 25, 2025 | 8:40 AM - 9:10 AM
Today’s Thoughts on Tomorrow’s AI Industry
AI-related stocks were on an absolute tear for the last several years, but the AI theme has seemingly stalled out. Is the upside in AI stocks over, or just starting a new phase? Join us as several of our key thought leaders from equity research share how they see AI technology developing over the next several years, what clues they see regarding demand, and which relevant stocks they think provide the best risk/reward. This session should answer some of your questions on this important investment topic.
- Keynote
Speakers

Brian Colello
Morningstar Research Services LLC
Technology Equity Senior Analyst

Eric Compton
Morningstar Research Services LLC
Director of Equity Research, Technology

Dave Sekera
Morningstar Research Services LLC
Chief US Market Strategist