As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.
Recorded on August 6, 2025.
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Nov 6
The US Midterms: Reshaping the Stock Market
The US midterm elections could strengthen the stock market rotation that was already underway, says Lou Miller, global head of Custom Basket Trading in Goldman Sachs FICC and Equities. Traditional defensive sectors such as consumer staples are expensive right now, but healthcare ... Show More
6m 43s
Jan 2025
S&P 500: New Highs, Same Valuation Questions
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s val ... Show More
40m 24s
<p>A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.</p><br><p>On the trading floor this week, Anthony and Piers discuss:</p><p><br></p><ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More
