Brooke / Dane (Goldman Sachs Asset Management representative)
Asset management analyst/representative discussing tech sector and AI-driven capital expenditure trends and investment implications for chip and infrastructure companies.
Best podcasts with Brooke / Dane (Goldman Sachs Asset Management representative)
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Apr 8, 2026 • 44min
Tech Stocks Rally on the Back of Ceasefire Deal
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.
