About this episode
The episode discusses the potential for a rebound in the US tech sector amidst current challenges and AI optimism.
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 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…
People in this episode
Host: Mike Washington
Guest: Peter Callahan
Topics covered
- US tech sector
- AI optimism
- bullish reversal
- stock rebound
- technology investments
Keywords
- tech sector
- AI
- bullish reversal
- stock rebound
- Goldman Sachs
Mentioned in this episode
Organizations: Goldman Sachs, Goldman Sachs Global Banking & Markets
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