2min chapter

Goldman Sachs The Markets cover image

What big tech's earnings can tell us about AI, rates and future volatility

Goldman Sachs The Markets

CHAPTER

Impact of Mega Cap Tech Stocks and Performance Relative to the S&P

This chapter discusses the performance of mega cap tech stocks relative to the S&P 500 index, highlighting their significant impact and the market's preference for companies with liquidity, quality, strong balance sheets, and AI attachment.

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