Goldman Sachs The Markets

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

Oct 27, 2023
Discussion on big tech earning season and its implications for the tech sector and US economy. Performance of mega cap tech stocks compared to S&P 500. Effects of higher interest rates on tech giants and the semiconductor industry.
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1
Introduction
00:00 • 2min
2
Impact of Mega Cap Tech Stocks and Performance Relative to the S&P
01:56 • 2min
3
Analysis of Higher Interest Rates and the Semiconductor Industry
04:02 • 4min