Eric Compton
Director of Equity Research for the Technology Sector at Morningstar, specializing in moat analysis and technology-driven investment research.
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Mar 20, 2026 • 20min
Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks
Eric Compton, Director of Equity Research for Technology at Morningstar, explains which tech sectors can weather AI-driven sell-offs. He discusses moat reassessments across 132 firms. Cybersecurity, design software, and financial-data firms emerge as resilient areas. The conversation highlights where to look for durable advantages and potential value after AI panic.
