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.

Quick Takes

See what Morgan Stanley experts heard from companies and investors in San Francisco, with insights on the latest trends in AI and beyond.

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Brian Nowak, Head of U.S. Internet Research

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Brian Nowak, Head of U.S. Internet Research 1:28

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Keith Weiss, Head of U.S. Software Research 1:04

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Kate Claassen, Head of Global Internet Investment Banking 0:51

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Sean Diffley, Institutional Equities Division 1:23

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Brett Klein, Head of Technology Banking, New York 0:45

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.

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Investment Banking AI's Next Leap: 5 Trends Shaping Innovation and ROI The world’s biggest tech companies presented at Morgan Stanley’s TMT Conference, identifying five trends around AI’s next frontiers and its ability to deliver ROI for enterprises.

Research AI Earns Its Keep Beyond the technology industry, companies from diverse segments are seeing positive results of their investments in artificial intelligence and try to leverage those benefits into stronger financial performance.

Investment Banking AI's Next Leap: 5 Trends Shaping Innovation and ROI

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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.

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Research

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.

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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.

Research

Why Uncertainty Won't Slow AI Hardware Investment

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.