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

  Рет қаралды 980

Goldman Sachs

Goldman Sachs

Ай бұрын

While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.
RECORDED:
May 8, 2024
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Goldman Sachs, may not be current, and Goldman Sachs has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. This podcast is not a product of Goldman Sachs Global Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Goldman Sachs and may differ from the views and opinions of other departments or divisions of Goldman Sachs and its affiliates. Goldman Sachs is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Goldman Sachs entity. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Пікірлер
Why the French and UK elections matter for investors
26:16
Goldman Sachs
Рет қаралды 2 М.
Is China’s rebound for real?
27:59
Goldman Sachs
Рет қаралды 3 М.
ИРИНА КАЙРАТОВНА - АЙДАХАР (БЕКА) [MV]
02:51
ГОСТ ENTERTAINMENT
Рет қаралды 10 МЛН
NVIDIA’s Valuation and AI’s Negative Sum Game - with Aswath Damodaran | Prof G Markets
32:47
The Prof G Show – Scott Galloway
Рет қаралды 293 М.
Satya Nadella - CEO of Microsoft | In Good Company | Podcast | Norges Bank Investment Management
37:36
How India gains from inclusion in JP Morgan’s bond index
28:39
Matt Garman, AWS CEO: A Fortt Knox Conversation
50:23
Fortt Knox
Рет қаралды 2,3 М.
Alexandre Arnault au Chinese Business Club (english version)
1:20
Chinese Business Club
Рет қаралды 5 М.
Cliff Asness: A Brief and Biased Survey of Quantitative Investing
1:10:14
Mizzou Business | Trulaske College of Business
Рет қаралды 38 М.
DeCoding the Millennial Consumer
7:11
Michael McQueen
Рет қаралды 10 М.
Life After Goldman: Front Row With Lloyd Blankfein
36:40
Bloomberg Television
Рет қаралды 98 М.