Tony Wong

Mitchell Green, Founder at Lead Edge Capital, and Tony Wong, T. Rowe Price's Science and Tech Portfolio Manager, dive into the turbulent U.S.-China tariff tensions and their ripple effects on the tech sector. Green maintains a bullish stance on China despite concerns over ByteDance's complex ownership, while Wong discusses the challenges tech giants face with manufacturing shifts and profit margins. The conversation also explores how these geopolitical dynamics are reshaping investment strategies and the future landscape of technology.

Tony Wong, Managing Director of T. Rowe Price's Science and Technology Fund, shares keen insights into the evolving chip market and AI investments. He discusses Intel's unique approach in seeking an outsider for its CEO role for the first time. The conversation pivots to Microsoft's challenges, including an FTC investigation over its cloud dominance and AI partnerships. Wong also highlights the competitive dynamics involving AWS and NVIDIA, focusing on how advancements in technology are reshaping investment strategies in the AI landscape.

Tony Wong, a portfolio manager at T. Rowe Price and a key NVIDIA shareholder, delves into the impact of China's AI startup DeepSeek on the tech market. He discusses how DeepSeek's innovations could revolutionize AI costs and challenge major players like NVIDIA. The conversation highlights the geopolitical tensions affecting tech investments and the significance of responsible AI usage. Wong also analyzes the need for the U.S. to boost chip manufacturing and navigate the shifting dynamics in the semiconductor and fintech sectors.

Sebastian Simitowski, CEO of Klarna, shares insights on consumer credit behavior and the growing popularity of buy now, pay later services amid economic uncertainty. Tony Wong discusses the unexpected decline in wholesale inflation and its influence on interest rates, while David Zervos analyzes employment statistics and market dynamics. They touch on AI-driven efficiency changes, with Klarna's innovative business model challenging traditional credit systems, alongside the impacts of geopolitical tensions on energy pricing and tech stocks.

Tony Wong, a Portfolio Manager at T. Rowe Price specializing in science and tech investments, discusses Amazon's historic revenue growth surpassing Walmart, indicating a shift in e-commerce. He shares insights on Amazon's cloud performance and strategic positioning against competitors like Google and Microsoft. Wong also delves into Palantir's impressive stock surge, addressing market skepticism and potential overhype. The conversation encompasses the broader implications for the tech landscape and capital expenditures, particularly concerning AI advancements.