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-5.2698145025397E-05 0.00036888701517703 0.00137015177065762 0.00126475548060698 0.000526981450252921 0.00274030354131525 0.00379426644182124 0.00147554806070827
Stock impact report

Market Outlook: AI arms race may reshape U.S. market leadership [BNN Bloomberg (Canada)]

T. Rowe Price Group, Inc. (TROW) 
Last t. rowe price group, inc. earnings: 4/28 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: trow.client.shareholder.com
Company Research Source: BNN Bloomberg
BNN Bloomberg spoke with Tim Murray, capital markets strategist in the multi-asset division at T. Rowe Price, who said mega-cap tech is moving from a low-competition, asset-light model to one defined by heavy capital spending and intensifying rivalry. Key Takeaways Markets are broadly rational but more volatile, with momentum-driven capital amplifying price swings beyond what fundamentals alone might justify. Mega-cap tech's 15-year run was built on low capital intensity and limited competition, conditions that are now shifting as AI reshapes the landscape. The five largest hyperscalers are projected to spend $1.4 trillion in capital expenditures between 2026 and 2027, marking a sharp rise in capital intensity. Intensifying AI competition now includes both established tech giants and well-capitalized private entrants expected to tap public markets. Industrials, materials and energy may benefit from both AI infrastructure demand and a broader rebound in U.S. economic activ Show less Read more
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