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.

In this engaging discussion, Tony Wong, a Portfolio Manager at T. Rowe Price, dives into Amazon's landmark $38 billion deal with OpenAI for Nvidia chips, highlighting the AI investment surge. He shares insights on which companies are set to thrive, like Nvidia, and the potential pitfalls for others such as Meta. Wong also addresses the broader impact of AI hardware and cloud spending, discussing how decisions in tech investments could shape the future of the industry.

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.

Mona Mahajan, Head of Investment Strategy at Edward Jones, shares insights on the macroeconomic outlook, Fed policies, and labor market trends, emphasizing their implications for real estate. Tony Wong, Portfolio Manager at T. Rowe Price, delves into tech earnings and the future of AI investing. Lastly, Steve Leisman, Senior Economics Reporter for CNBC, analyzes dissent within the Fed and its possible effects on the market. Tune in for a dynamic discussion on critical market movers!

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.