Why tech stocks could keep rallying

Why tech stocks could keep rallying

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Why US Equity Returns Are Broadening Beyond AI Stocks

While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses ...  Show more

How Inflation and Fiscal Policy Are Driving US Treasury Markets

With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He explains why recent inflation data suggests th ...  Show more

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Equity risks and alts opportunities
Exchanges

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ...  Show more

More gains ahead for US stocks?
Exchanges

The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan Hammond from the US portfolio strategy team explain the drivers and risks to thei ...  Show more

Is the Tech Sell-Off Over?
Halftime Report

The Nasdaq bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answere ...  Show more

MM107: Nasdaq 100 moves back into a bull market!
Market Maker

The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years.


Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, m ...

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