18th January 2024
T. Rowe Price: What’s next for AI investing?
Wednesday, January 31, 2024
10:00 AM Greenwich Mean Time
1 hour
Each year for nearly two decades, a large group of T. Rowe Price portfolio managers and analysts have traveled to Silicon Valley to meet with top executives of leading and emerging technology companies. Despite many supplemental trips, the annual tour to what remains the global center for high technology and innovation continues to be one of our most energizing and collaborative outings.
Following the launch of ChatGPT in November 2022, this past year saw the explosion of artificial intelligence (AI) investing across the technology sector. AI enthusiasm materially contributed to stock market returns in 2023, as the market became optimistic on the productivity gains this transformative technology can have across the global economy.
As we think about the future of technology investing in 2024, we appreciate that investors will be addressing crucial questions, such as:
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How long can AI continue to grow, and how do companies monetize this newer technology?
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Where are investment opportunities in technology outside of the AI space, including software, e-commerce, electric vehicles, and video on demand?
Join our panel of technology portfolio managers – Dom Rizzo, Jim Stillwagon, and Tony Wang – as they discuss takeaways from their annual Silicon Valley trip and debate what is next for investing in this sector that is evolving faster than ever before.
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