Private tech is a leading indicator of where capital, talent & tech are moving. At our Spark Private Company Conference (Oct. 13- 15), we expect to speak to 100+ private companies across inference, vertical AI, security, semis/hardware, embodied AI, and more. We outline themes we're most focused on. October 13, 2026 04:00 AM GMT Global Thematics & Technology | North America Spark Preview: What Will Privates Tell Us About the AI Cycle? M Morgan Stanley does and seeks to do business with companies covered in ...