Still Bullish on Big Tech

Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the ...  Show more

As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey. Recorded on June 4, 2026. The opinions and vi ...  Show more

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ...  Show more

Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ...  Show more

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Bigg ...  Show more

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