Amazon

Strong earnings in tech

Figures from Alphabet, Amazon and Microsoft

Development of EM and US themes

The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.

Amazon a key disruptor

Opportunity to achieve sustainable margins

Opportunities in e-commerce

How big is too big?

Targets AI hires if successful

As technology stocks pass their dotcom peak, Josh Spencer, manager of the T. Rowe Price Global Technology Equity fund, identifies six key disruptive megatrends within the sector.