Exchanges7 Touko 2025

AI Exchanges: How tech giants are navigating the AI landscape

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist at Goldman Sachs Research, and George Lee, co-head of the Goldman Sachs Global Institute, to discuss the implications for investors. This podcast was recorded on May 2, 2025. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(620)

The Global Growth Landscape

Sheila Patel, chief executive officer of International Goldman Sachs Asset Management, discusses what makes 2015 a "year of change" for investors. This episode was recorded on February 4, 20...

17 Helmi 201518min

The New Oil Order

Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses the surge in US oil production, the changing role of OPEC and how lower oil prices are impacting the global economy. ...

8 Tammi 201521min

Macro Themes for Fixed Income Investors in 2015

Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in 2015. This podcast was recorded on Dece...

19 Joulu 201426min

A Revolution in Cancer Treatment

Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer. This podcast was recorded on November 25, 2014 ...

5 Joulu 201413min