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Wealth Tracker: Where does the AI market currently stand?

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Manage episode 492075707 series 2467889
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

4721 episodes

Artwork
iconShare
 
Manage episode 492075707 series 2467889
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

4721 episodes

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