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The AI boom is no longer just buzz—it's a money magnet. Big Tech is pouring billions into infrastructure, chipmakers are riding massive demand, and investors can’t get enough. But with stretched valuations and slowing capex growth on the horizon, is the smart money getting more selective?
On Wealth Tracker, Hongbin Jeong speaks to Rahul Ghosh, Portfolio Specialist in the Equity Division at T. Rowe Price, to unpack where the AI market really stands, and what that means for the next phase of investing.
See omnystudio.com/listener for privacy information.
The AI boom is no longer just buzz—it's a money magnet. Big Tech is pouring billions into infrastructure, chipmakers are riding massive demand, and investors can’t get enough. But with stretched valuations and slowing capex growth on the horizon, is the smart money getting more selective?
On Wealth Tracker, Hongbin Jeong speaks to Rahul Ghosh, Portfolio Specialist in the Equity Division at T. Rowe Price, to unpack where the AI market really stands, and what that means for the next phase of investing.
See omnystudio.com/listener for privacy information.
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