Episode notes
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 Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. Recorded on February 19, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its…
The Markets
by Goldman Sachs · English · Business
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
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