Goldman Says Tech Bull Market Has Room to Run
Original Report
Goldman Sachs Wealth Management’s Matt Weir says the recent concentration of market gains among a handful of large technology stocks doesn’t signal the end of the bull market. He expects hyperscaler...
Goldman Sachs Wealth Management’s Matt Weir says the recent concentration of market gains among a handful of large technology stocks doesn’t signal the end of the bull market. He expects hyperscaler capital-spending growth to decelerate from its extraordinary pace but remain well above overall economic growth, and argues that earnings will ultimately determine where stocks go next. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
Glass House Analysis
Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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