Gen AI Disruption Is Real—But Don’t Count Out Software Companies Just Yet
Morningstar equity analysts explore what’s behind the generative AI versus software debate.
Eric Compton, CFA
Eric Compton, CFA, is director of equity research, technology, for Morningstar.
More From Eric Compton, CFA
AI Isn’t an Economic Moat Killer, But It Will Disrupt Industries
How we’re rethinking companies’ competitive advantages in an AI-first world.
AI and Economic Moats: Which Stocks Are Most at Risk?
Behind the scenes of Morningstar equity analysts’ review of the economic moats for 132 companies.
Trump Tariffs Still Loom Large Over Tech Stocks
If supply chains shift out of China, there would be new risks for the tech sector, but not every industry will be rocked.
Big Tech Supply Chains Hit by Tariffs, Services Exempt Currently but Face Risks
We see risks to downside for stocks like Apple, Nvidia and Microsoft.
DeepSeek AI Coverage Summary: Maintaining Our Fair Values
We remain positive about the long-term potential of artificial intelligence.
