T. Rowe Price thinks the AI trade moves beyond chips in 2026
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T. Rowe Price thinks the AI trade moves beyond chips in 2026
Rahul Ghosh, Portfolio Specialist in Equity Division at T. Rowe Price, says the AI trade is moving from capex to hardware. He thinks companies that provide the hardware in chip manufacturing are well-positioned to profit. The downstream effects of AI investment are also likely to benefit energy and mining.
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