logo
episode-header-image
Sep 2025
5m 50s

Sentiment Check on Tech

GOLDMAN SACHS
About this episode
tail spinning
Up next
Oct 30
Bullish Options Trades Slow amid AI Uncertainty
Options markets are showing signs of increased nervousness about artificial intelligence (AI) as investors focus closely on earnings from large tech companies and try to separate likely winners from losers, says Lee Coppersmith from the Equity Derivative Sales team in Goldman Sac ... Show More
9m 45s
Oct 23
Why Investors Are Reducing AI Exposure
Markets are scrutinizing the crowded AI trade as investors reassess technology infrastructure spending plans and factor in rising capital costs, says Rich Privorotsky, head of European Equities Trading within Goldman Sachs FICC and Equities. Third-quarter earnings from mega-cap t ... Show More
10m 52s
Oct 16
How Higher Rates and AI Issuance Are Affecting Credit Markets
Credit markets have stayed resilient even as interest rates rise and investors scrutinize the outlook for artificial intelligence (AI), says Alex Finston, co-head of US and Asia Credit Trading in Goldman Sachs FICC and Equities. On The Markets podcast, Finston points out that his ... Show More
10m 37s
Recommended Episodes
Sep 2025
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees opportunity today. This episode was recorded on August 11, 2025. The opinions and ... Show More
23m 39s
Oct 2025
Inside Tech Stars 2025: From IPOs to defense tech
<p style="margin: 0in; font-family: Aptos; font-size: 12.0pt;">What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA ... Show More
19m 26s
Apr 2024
Hot Job Data, Google’s Possible Buyout Bid for HubSpot
tail spinning
6m 22s
Sep 2025
Meta to Unveil New AI Smart Glasses, Oracle's TikTok Buyout Speculation Grows
Stock market update for September 16, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance d ... Show More
9m 59s
Apr 2024
Tesla to Cut 10% of Staff, Apple Loses Spot as World's Largest Smartphone Maker
tail spinning
6m 48s
May 2025
Apple Warns of $900M Tariff Hit, Take-Two Delays GTA 6
Stock market update for May 2, 2025.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded secu ... Show More
9m 56s
Sep 2025
Trump's H-1B Visa Plan Sparks Corporate Chaos, Snap Catches Meme Stock Fever
Stock market update for September 22, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance d ... Show More
9m 52s
Apr 2024
Big Banks Deliver Mixed Earnings, AMD & Intel Dragged Down by China Restrictions
tail spinning
7m 12s
Jul 2025
PayPal Plans New 'Pay with Crypto' Feature, Tesla Signs $16.5B Chip Deal with Samsung
Stock market update for July 28, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does n ... Show More
9m 8s
Listen to millions of songs and podcasts on Anghami