Webinar Replay: Tech Tour 2026
January 2026, From the Field
- Overview
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AI Is Here and Now
Technology continues to hold the largest weight in global equity markets, and artificial intelligence is driving a new era of innovation, investment, and disruption.
Every year, select T. Rowe Price portfolio managers and analysts travel to California’s Silicon Valley to meet with top executives and researchers at the world’s leading technology companies. This year’s tour explores the current state of AI adoption and how real-world applications are scaling across industries; how technology companies are balancing growth with financial discipline; and what investors should focus on as clear paths to monetization begin to emerge.
View the on‑demand replay. Hear what our team learned firsthand from executives and researchers at top technology firms and see how those insights translate into themes for investors.
Dominic Rizzo, CFA
Portfolio Manager
Anthony Bruce Wang
Portfolio Manager
Jennifer O'Hara Martin
Global Equity Portfolio Specialist
AI: Potentially the biggest productivity enhancer since electricity?
Why AI may drive the most significant productivity surge since electrification.
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Investment Risks
Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Each person's investing situation and circumstances differ. Investors should take all considerations into account before investing.
Technology companies: A fund that focuses its investments in specific industries or sectors is more susceptible to adverse developments affecting those industries and sectors than a more broadly diversified fund.
International investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as specific country, regional, and economic developments. The risks of international investing are heightened for investments in emerging market and frontier market countries. Emerging and frontier market countries tend to have economic structures that are less diverse and mature, and political systems that are less stable, than those of developed market countries.
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