26th September 2025

T.Rowe Price: Beyond big tech: Why value stocks deserve a closer look

Just outside Washington, D.C., in suburban Northern Virginia, lies “data center alley,” a dense cluster of warehouse?like facilities powering the rise of artificial intelligence (AI).

These hubs aren’t just fueling innovation—they’re a metaphor for today’s market dynamics: concentrated, high?powered, and increasingly expensive.

However, while U.S. tech giants have dominated headlines and equity market performance, the story doesn’t end there.

Investments, Investment Commentary

Registration

Free Registration and CPD

Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

Not yet registered?

Please complete this form to join our community

Name


Email


Company


Select your role:


Password


Confirm Password

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre