Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks

Today on The Morning Filter podcastwe’re bringing you a bonus episode from another Morningstar podcast: Investing Insights . Every Friday, host Ivanna Hampton sits down with investment experts across Morningstar to discuss their latest research. On this episode : The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton , director of equity research for the technology sector at Morningstar, tells you where to look. Read the Moat Ratings Guidebook Amid AI Disruption. Episode Highlights : 00:00:00 Welcome 00:01:28 What are Moats, and How Does Morningstar Use Them? 00:04:11 In-Depth Analyst Review of 132 Companies 00:06:27 Why Cybersecurity Holds Up 00:10:02 Why Design Software Looks Resilient 00:13:10 How Financial Data Benefits From AI 00:15:32 Finding Opportunity After AI Selloffs Subscribe to Investing Insights wherever you get your podcasts. We’ll be back on Monday with a new episode of The Morning Filter . Got a question for Dave? Send it to themorningfilter@morningstar.com . You can follow Dave Sekera on X ( @MstarMarkets ) and on LinkedIn ( Dave Sekera ) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook ( MorningstarInc ), X (@ MorningstarInc ), Instagram ( MorningstarInc ) and LinkedIn ( Morningstar ). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.