Morgan Stanley Technology, Media and Telecom | San Francisco 2025

Morgan Stanley Technology, Media and Telecom | San Francisco 2025

Discover the latest trends in generative AI and other themes shaping technology, media and telecom from this year’s TMT conference in San Francisco.

Latest Insights

Learn why this is a watershed moment for AI, how to find opportunity in AI’s evolution, what AI means for innovation and more.

Live from TMT

Get the latest from San Francisco as our experts connect with 1,800 investors and more than 350 companies in technology, media and telecom.

Tech Check

Co-President Dan Simkowitz sits down with CNBC to share highlights from the conference, including why most of the companies in attendance are upbeat about their prospects.

   

Thoughts on the Market

Get our experts’ perspectives on the forces shaping markets on Morgan Stanley’s daily podcast, with our latest episodes on technology, media and telecom.

Our Head of U.S. IT Hardware Erik Woodring gives his key takeaways from Morgan Stanley’s Technology, Media and Telecom (TMT) conference, including why there appears to be a long runway ahead for AI infrastructure spending, despite macro uncertainty.

Don't Miss an Episode

Stay up to date on the latest from Morgan Stanley, with daily episodes on your favorite podcast platform.