BEYOND THE HEADLINES AND WHAT INVESTORS NEED TO KNOW ABOUT AI: A LARGE CAP GROWTH EQUITY VIEW
In our view, we’re still in the opening stages of an AI–driven investment cycle—one we believe can reshape the global economy.
The ride, however, won’t be linear. In 2025, DeepSeek reignited fears that powerful, low-cost models could pressure pricing and disrupt monetization. Early 2026 brought another wave of volatility, as investors reassessed what AI means for software business models and long-term profitability.
Against this backdrop, Jennison’s Owen Hyde, CFA, a large cap growth equity research analyst focused on technology companies, shares his perspective—what’s driving the volatility, and where Jennison sees the most compelling opportunities materializing over the long term.
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Investing in AI’s Growing Energy NeedsThe rise of AI is fueling a structural transformation in global energy demand—creating powerful, long-term investment opportunities across utilities, infrastructure, and the broader power ecosystem.
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Around the World in 20 YearsOver the past 20 years, our Global Equity team has traveled the world, uncovering promising growth opportunities, tackling challenges, and learning valuable lessons.
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The AI Wave Keeps BuildingAI is entering a new and important phase: applications that have direct and visible impacts on business operations and individuals’ daily lives.
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