In this video, technology analyst, Owen Hyde, and client portfolio manager, Mary Flaherty, of Jennison discuss the ongoing strength of growth stocks, driven by earnings and appropriate valuations, and explore new opportunities beyond the "Magnificent Seven." They highlight key secular growth themes in healthcare innovation, mobility, industrial automation, and artificial intelligence, emphasizing the evolving landscape for growth investors.

In this video, Owen Hyde, a technology analyst at Jennison, and Mary Flaherty, a client portfolio manager, discuss the rapid development of generative artificial intelligence, the multi-year product cycle, and its impact on businesses and consumers. They explore the challenges, opportunities, and potential future growth for artificial intelligence, offering insights for active growth investors.

Jennison details how AI demand is growing for technology hardware, new capabilities of AI-related application products, and the challenges (and some surprises) that have arisen from AI. Overall, we believe AI represents an extraordinary opportunity, and investors can benefit from an understanding of the current AI ecosystem as well as the full implications of its future development.