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As spending on artificial intelligence infrastructure continues to grow, investors are beginning to look beyond the broad AI theme and ask more specific questions: How will AI agents change the way businesses operate? Where are the biggest risks and opportunities as adoption and spending on AI accelerates? And which companies may be best positioned to capture the next wave of value creation?
In this series of short videos, Jennison’s Large Cap Growth Equity Analyst Owen Hyde, CFA explores the future of AI, the rise of agentic systems, and the evolving investment opportunities shaping this transformative technology cycle.
Insights from Large Cap Growth Analyst Owen Hyde, CFA
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Where is the team seeing opportunities in AI -
How is AI reshaping the software industry
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Why we believe public cloud companies are well positioned
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How we see AI evolving over the next two to three years
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AI Investing: Climbing the Wall of WorryMark Baribeau, CFA, Head of Global Equity at Jennison, challenges common misconceptions and shares his views on today’s AI investment landscape, from inflecting demand and valuations to emerging opportunities and key risks across the AI value chain.
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Beyond the Headlines: What Investors Need to Know about AILearn about the long-term investment opportunities as AI adoption evolves and matures.
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The AI Revolution Will Not Be LinearLearn how to think about the AI investment opportunity as the cycle matures.
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