The three top equity market themes

The three top equity market themes

GOLDMAN SACHSGOLDMAN SACHS

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Tech Comeback Ahead?

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sac ...  Show more

 . 8min 21sec
“Still Bullish Gold”

What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Recorded on February 12, 2026. The opinions and views expressed he ...  Show more

 . 9min 53sec

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