
Tony Wong
T. Rowe Price Science and Tech Equity Portfolio Manager. Oversees T. Rowe Price's science and tech fund.
Top 3 podcasts with Tony Wong
Ranked by the Snipd community

11 snips
Apr 11, 2025 • 45min
US-China Tariff Tensions' Impact on Tech Sector
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.

8 snips
Dec 4, 2024 • 32min
Intel Looks Outside the Box, Microsoft Faces FTC Troubles
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.

Jan 27, 2025 • 43min
DeepSeek's AI Brings Tech Rout
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.