Bloomberg Tech Tech Stocks Rally on the Back of Ceasefire Deal
20 snips
Apr 8, 2026 Guest
Brooke / Dane (Goldman Sachs Asset Management representative)
Guest
Tyler Kendall (White House correspondent)
Brooke / Dane, an asset management analyst at Goldman Sachs Asset Management, and Tyler Kendall, a White House correspondent, join the conversation. They discuss tech stocks rallying after a US–Iran two-week ceasefire and the fall in energy prices. They cover durable AI-driven capital spending, semiconductor and data center financing implications, and geopolitical fragility around the Strait of Hormuz.
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Compute And Memory Are The Scarce Inputs
- Compute, memory and power remain the tightest resources and the key constraint for model performance.
- Management teams at MAG7 companies are maintaining buildout plans despite higher geopolitical risk and supply‑chain focus on resiliency.
Buy The Picks And Shovels Not Just Models
- Investors should target the 'picks and shovels' suppliers like NVIDIA, Broadcom and Marvell rather than only end-model plays.
- Marvell is highlighted as underappreciated for ASIC and XPU opportunities despite prior worries about share at big cloud vendors.
Mythos Reveals And Risks Vulnerabilities
- Anthropic's Mythos model can both find and automatically exploit long-standing bugs in open-source software, creating a dual-use risk.
- Because of that power, Anthropic is giving limited access to tech firms to help defenders find and patch vulnerabilities first.