Goldman Sachs The Markets cover image

What’s the next tech trade?

Goldman Sachs The Markets

00:00

Intro

This chapter examines the recent performance of Mega Cap Tech stocks in the context of earnings reports and market shifts. It highlights the distinct growth trajectories of AI versus non-AI sectors, while discussing the possibility of a recovery in traditional tech due to favorable economic changes.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner