Goldman Sachs
June 22, 2026
GS TMT Spec Sales
Weekly UpdateEquitiesMacro Economic IndicatorsInformation TechnologyCommunication Services
This report covers key TMT themes for the week of June 22, 2026, including the Cannes Lions festival, tech earnings from Micron and Qualcomm, and UK political risks affecting TMT stocks.
Key Takeaways
- 1.The Cannes Lions festival is a key focus for gauging ad-budget confidence and shifts in marketing spend across AI and digital platforms.
- 2.Micron and Qualcomm are primary focal points in tech due to high expectations regarding memory market dynamics and data-center diversification.
- 3.UK political developments, specifically potential housing market pressure and utility regulation, are impacting TMT stocks like RMV and BT.
Table of Contents
- TODAY'S WRAP
- TECH
- TELCOS
- MEDIA & INTERNET
- MACRO AND TRADING
- 2026 EMEA Conferences
- 2026 Conferences
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Authors
Sean Johnstone
Securities
Micron TechnologyQualcommASML
Themes
AI-driven demandMemory supply tightnessPolitical risk in the UKSoftware developer productivity disruption
Regions
EuropeAsia PacificUnited KingdomUnited StatesFrance