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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.
08:04
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Quick takeaways
- The current tech earnings season highlights the increasing importance and adoption of artificial intelligence (AI) products, indicating the market's maturation and recognition of AI's potential.
- The outperformance of mega-cap tech stocks and their ability to deliver high returns on investment despite challenges like higher interest rates, underscores the market's preference for companies with strong balance sheets, liquidity, and AI integration.
Deep dives
AI emerging as a key theme in tech earnings
One of the consistent messages from the current tech earnings season is the increasing importance of artificial intelligence (AI). Companies like Microsoft and ServiceNow have highlighted the success and adoption of their AI products, signaling the emergence of AI as a tangible and impactful technology. While it may still be in the early stages, this earnings cycle reflects a small step forward for the AI theme, indicating that the market is maturing and becoming more realistic about its potential.
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