Valuations for large-cap growth stocks are currently lower than their 5-year average.

The United States is a net exporter of oil, making it less exposed to energy shocks than Europe.

A recent estimate projects that AI-related capital expenditures will reach $3 trillion by 2028.

Profit margins for large technology companies are currently double what they were during the dot-com bubble.

The projected earnings growth for US large-cap growth stocks for the next 12 months is 28%, the highest it has been in 25 years.

Sebastian Page of T. Rowe Price advises investors to hedge inflation risk by diversifying hedges to include short-duration positions like cash, short-term TIPS, metal stocks, energy stocks, and hedged...

T. Rowe Price has recently taken profits from its "broadening trade" and reallocated capital from international markets back to the US.

Trailing price-to-cash and trailing price-to-sales metrics for some technology companies are currently higher than they were during the dot-com bubble.