Goldman Sachs The Markets

Why big tech's earnings reveal a "bifurcated market"

5 snips
May 10, 2024
Guest
Peter Callahan
Goldman Sachs' Peter Callahan discusses big tech's earnings in a 'bifurcated market.' Topics include positive cloud business trends, AI investments, advertising, and capital expenditure impact. Also covers stock buybacks by Google and Apple, surplus cash strategies, and market performance.
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Episode notes
1
Analysis of Recent Earnings Reports and Tech Sector Trends
00:00 • 2min
2
Insights on Stock Buybacks, Market Performance, and Future Tech Events
02:25 • 4min