AI and “Big Tech” stocks remain at the center of today’s market leadership. Yet it’s impossible to drown out concerns about rising valuations and the disruption caused by rapid innovation. Meanwhile, advances in defense technology, the private space industry, and robotics are opening up powerful new profit opportunities.
In this timely panel, our experts will examine where the AI boom truly stands in 2026, separating durable leaders from hype. You’ll also gain actionable insights into the most powerful tech sector opportunities in this New World Order.
- Paul is among the best-known, most widely followed tech investors. He has been a Street equity analyst, portfolio manager, research director, or chief investment officer at marquee firms since the 1980s
- During this session, he’ll share his take on the AI boom/bubble debate…and what steps to take as an investor to navigate what comes next