Is big tech back?

FromGoldman Sachs Exchanges

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Is big tech back?

FromGoldman Sachs Exchanges

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Length:

21 minutes

Released:

May 4, 2023

Format:

Podcast episode

Description

After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior strategist in Goldman Sachs Research, and Peter Callahan, who covers the tech sector for Global Banking & Markets, break down big tech earnings, new developments like generative AI, and the risks investors are focused on.

Released:

May 4, 2023

Format:

Podcast episode

Titles in the series (100)

In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.

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The Future of the US-China Economic Relationship: An exchange on the US-China investment relationship by Goldman Sachs Exchanges
26 min listen
The UK Macro Environment: An exchange on the growth outlook in the UK by Goldman Sachs Exchanges
13 min listen
The Global Growth Landscape: An exchange on developments influencing global growth by Goldman Sachs Exchanges
18 min listen
Artificial Intelligence: The Next Wave of Disruption: An exchange on the economic potential of Growth Markets around the world by Goldman Sachs Exchanges
18 min listen
Charting the Course for a Stronger South Africa: An exchange on South Africa and the broader region by Goldman Sachs Exchanges
24 min listen
The Future of Finance: An exchange on the way we pay, lend and bank by Goldman Sachs Exchanges
30 min listen
The Evolution of the 'Long Good Buy': An exchange on global equity markets by Goldman Sachs Exchanges
20 min listen
The Digitization of Finance: An exchange on tech and finance by Goldman Sachs Exchanges
27 min listen
Oil: Lower for Even Longer: An exchange on global commodity markets by Goldman Sachs Exchanges
23 min listen
Planes, Brains and Automobiles: The Future of Innovation: An exchange on industry-disrupting innovations by Goldman Sachs Exchanges
19 min listen
Niche No Longer: ESG Investing Goes Mainstream: An exchange on ESG investing by Goldman Sachs Exchanges
29 min listen
Global Equity Markets in Flux: An exchange with our president and chief operating officer by Goldman Sachs Exchanges
22 min listen
Flat is the New Up: An exchange on a new expectations for global markets by Goldman Sachs Exchanges
27 min listen
Brittle Markets: The Risks from Falling Liquidity: An exchange on market liquidity by Goldman Sachs Exchanges
26 min listen
Narrowing the Jobs Gap: An exchange on technology and work by Goldman Sachs Exchanges
29 min listen
A Revolution in Cancer Treatment: An exchange on some of the latest developments in healthcare by Goldman Sachs Exchanges
13 min listen
Disruption in Deutschland: An exchange on the German business environment by Goldman Sachs Exchanges
25 min listen
The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management: An exchange with our president and chief operating officer by Goldman Sachs Exchanges
25 min listen
Billion Dollar Babies: Virtual Reality and the Shift to Cloud: An exchange on virtual reality and the cloud by Goldman Sachs Exchanges
23 min listen
Revitalizing Communities Through Impact Investing: An exchange on impact investing by Goldman Sachs Exchanges
19 min listen
The Business Case for Climate Action: An exchange on the Paris climate agreement and turning global urgency into action by Goldman Sachs Exchanges
27 min listen
Beyond the Fed Hike: The Business of Banking in 2016: An exchange on key trends for US banks by Goldman Sachs Exchanges
22 min listen
The Changing Media Landscape: Disrupting Distribution: An exchange on the technology, media and telecom industries by Goldman Sachs Exchanges
29 min listen
Cord Cutting Goes Prime Time: An exchange on the way we watch by Goldman Sachs Exchanges
25 min listen
"Fat and Flat" and the Market Path from Here: An exchange on equity markets by Goldman Sachs Exchanges
27 min listen
A Conversation with Lloyd Blankfein: An exchange on key themes for the global economy by Goldman Sachs Exchanges
30 min listen
Brexit: After the Vote: An exchange on Brexit by Goldman Sachs Exchanges
28 min listen
Healthcare's Balance Between Science and Commerce: An exchange on trends in the healthcare sector by Goldman Sachs Exchanges
20 min listen
Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation: An exchange on the sharing economy, drones and more by Goldman Sachs Exchanges
20 min listen
Whenever, Wherever: The New Model for Retail: An exchange on the consumer retail sector by Goldman Sachs Exchanges
17 min listen

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How AI, the energy transition, and the future of work are shaping impact investing by Goldman Sachs Exchanges
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Is the UK economy finally turning the corner? by Goldman Sachs Exchanges
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Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors by Goldman Sachs Exchanges
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Weighing the GLP-1 Market by Goldman Sachs Exchanges
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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates by Goldman Sachs Exchanges
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Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons by Goldman Sachs Exchanges
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Are the largest US stocks too dominant? by Goldman Sachs Exchanges
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Global transit & trade: in rough waters by Goldman Sachs Exchanges
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High mortgage rates, limited inventory continue to challenge the US housing market by Goldman Sachs Exchanges
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What’s ahead for retail: how retail CEOs are navigating a more complex environment by Goldman Sachs Exchanges
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Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments by Goldman Sachs Exchanges
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Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty by Goldman Sachs Exchanges
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Shifting supply and demand dynamics buffer oil market by Goldman Sachs Exchanges
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2024: the year of elections by Goldman Sachs Exchanges
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Investing in a post-modern ‘super cycle’ by Goldman Sachs Exchanges
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The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World by Goldman Sachs Exchanges
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The Future of Four Wheels: Episode 3, The New New-Car Business by Goldman Sachs Exchanges
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The Future of Four Wheels: Episode 2, Building the Car of the Future by Goldman Sachs Exchanges
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Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities by Goldman Sachs Exchanges
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America Powers On: Why US equities are still poised to outperform in 2024 by Goldman Sachs Exchanges
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US presidential elections outlook: Implications for policy and markets by Goldman Sachs Exchanges
27 min listen

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Is big tech back?

Is big tech back?

Description

Titles in the series (100)

More Episodes from Goldman Sachs Exchanges

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