20 May 2026 | 2:05 pm - 2:40 pm

Tech shares: Bubble, bust… or breakout ahead?

The tech boom continued for over a decade, but the picture is cloudier in 2026. AI disruption, massive spending on infrastructure, profitability concerns and valuation levels have all caused investors to question their previous assumptions. This panel unpacks what is happening in the technology sector   and how investors should respond.

Speakers

Image of Bryce Anderson

Bryce Anderson

Morningstar

Senior Portfolio Manager

Image of Mark LaMonica

Mark LaMonica

Morningstar

Director of Personal Finance

Image of Liam Polkinghorne

Liam Polkinghorne

Hyperion Asset Management

Portfolio Manager

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