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

Image of Brian Colello

Brian Colello

Morningstar Research Services LLC

Technology Equity Senior Analyst

Image of Eric Compton

Eric Compton

Morningstar Research Services LLC

Director of Equity Research, Technology

Image of Dave Sekera

Dave Sekera

Morningstar Research Services LLC

Chief US Market Strategist