# Why big tech's earnings reveal a "bifurcated market"

An episode of [The Markets](https://invisiblenetwork.ai/podcast/1683802600), 10 May 2024, 5:55.

Audio: https://mgln.ai/e/1720/traffic.megaphone.fm/GLD1201391140.mp3?updated=1715303626

While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

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