About this episode
The episode discusses the impact of AI stocks on market indices and explores investment opportunities in the AI equipment sector.
As AI stocks drive the S&P 500 and Nasdaq to record highs, are fears of a bubble warranted? And what are the newest opportunities in the AI equipment trade? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on May 13, 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 affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose…
People in this episode
Host: Chris Hussey
Guest: Shawn Tuteja
Topics covered
- AI stocks
- S&P 500
- Nasdaq
- market bubble
- AI equipment trade
- investment opportunities
Keywords
- AI stocks
- S&P 500
- Nasdaq
- market bubble
- investment advice
- ETF trading
- financial products
Mentioned in this episode
Organizations: Goldman Sachs, Goldman Sachs Global Banking & Markets
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