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'Google is at a crossroads' with AI, says T. Rowe Price's Tony Wang ahead of Big Tech earnings
CNBC Televisionยท2025-07-21 21:40

So joining me now is Tony Wong, Troll Price Science and Tech Fund portfolio manager. Top holdings include Alphabet and IBM which both report this week. So Tony, it's great to have you back on and let's start right there.What are you watching from Alphabet. Yeah. So I think that uh you know Google is at a crossroads here with a new technology coming out generative AI.I think of it as like, you know, Google search like a librarian goes and looks through the books and gives you a bunch of books and then you ha ...