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  • Keynote

25 June 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.

Speakers

Equity Strategist

Brian Colello

Equity Strategist
Morningstar Research Services LLC
Director of Equity Research, Technology

Eric Compton

Director of Equity Research, Technology
Morningstar Research Services LLC
Senior US Market Strategist

Dave Sekera

Senior US Market Strategist
Morningstar Research Services LLC