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Different EU and U.S. policy paths point to a bumpier transition.

Key Insights

• The ideal conditions that fueled the outperformance of mega‑cap technology stocks over the past decade are no longer fully in place as the artificial intelligence (AI) race evolves.
• The AI arms race has introduced two structural shifts: More intense competition and much higher capital intensity.
• These changing dynamics have contributed to the T. Rowe Price Asset Allocation Committee’s underweight position in U.S. large‑cap stocks.

Different EU and U.S. policy paths point to a bumpier transition.

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