T. Rowe Prices' Tony Wang talks Big Tech as the Nasdaq notches a record close

Now, with the NASDAQ hitting an all-time high and an Nvidia crossing $4 trillion in market cap, can the tech rally continue or is the trade getting stretched. With us now is T-Roll price portfolio manager Tony Wong. Tony, welcome.I actually want to start off referring to that old Gartner hype cycle idea, which I think turns 30 this year. Uh, which comes first for AI. a broad tech lift from measurable productivity driven by AI or a trough of disillusionment as investors think maybe it's not coming.Yeah. Well ...