Aug 11, 2026 · 1 hr 1 min · 11 segments
T. Rowe Price technology portfolio manager Dom Rizzo joins Jack Forehand and Kai Wu to break down the AI investment cycle, hyperscaler capital spending, semiconductor demand, and why the recent tech…
Kai WuHostJack ForehandHostI'm Jack Forehand, joined by the better half of our hosting, uh, team today, Kai Wu of Sparkline Capital.
Dom's the portfolio manager of T. Rowe Price's Global Technology Equity Strategy and the firm's Technology ETF.
And we are gonna talk about the thing everybody's talking about these days, which is AI and everything that's going on there.
And, uh, we're gonna get deep into the technology and what it might mean for the economy and in a lot of different things, but we're, we're gonna start at a high level because we have had...
It's funny, when I put these questions together, it was like three days ago when I was gonna talk about the big correction we're having, [laughs] having these types of stocks, and then two days later we're, we're back to a rally.
But, but I did wanna ask you about that because, uh, o- one of the things I read in our prep for this is you had a quote that said, "This feels a lot like the 1998 sell-off to me, which proved to be an incredible buying opportunity." So Dom, I'm wondering if maybe you could talk about what we've seen recently and, and that quote.
Read the full transcript.
Create an account to read the whole episode, search across every transcript, and follow the shows you care about.
