US tech stocks are buzzing with optimism, thanks to recent advancements in AI. Insights from the Goldman Sachs Communacopia and Technology Conference shed light on positive market sentiment. The discussions highlight how retail investors are adjusting their strategies based on the internet sector's performance. Experts ponder what lies ahead for tech trading and how emerging technologies are shaping the financial landscape. Buckle up for a journey through the shifting tides of technology and investment!
05:50
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Broad Tech Optimism Holds
Tech sentiment at the conference is upbeat despite prior worries like tariffs and AI sustainability.
Optimism centers on AI and improving core business trends heading into the final third of the year.
insights INSIGHT
AI Debate Moves From Spend To Adoption
Investor focus shifted from questioning AI spending sustainability to evaluating adoption, monetization, and use cases.
The debate moved from 'will spending continue?' to 'where are the green shoots for investment and growth?'
insights INSIGHT
Internet Sector Growth Is Broad-Based
2Q earnings showed accelerating advertising, e-commerce, and public cloud growth, supporting durable internet-sector momentum.
Investors generally view those trends as sustainable into the final third of the year.
Get the Snipd Podcast app to discover more snips from this episode
What’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the sidelines of the Goldman Sachs Communacopia + Technology Conference.
Recorded on September 9, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.
A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.
For additional disclaimers and regulatory disclosures, please visit https://www.goldmansachs.com/insights/podcasts.
Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html.
The Markets