GS TMT Today

Global TMT sectors saw record net selling last week amid infrastructure constraints and a shifting market regime. Investors are debating the durability of the recent tech pullback versus the ongoing 'broadening out' trend.

Key Takeaways

• 1.Global TMT sectors experienced the largest percentage net selling in over a decade last week, driven by heavy selling in Info Tech.
• 2.Comcast plans to spin off NBCUniversal into a new publicly traded company.
• 3.Market volatility is elevated as investors debate if recent 'wobbles' in Semis and Big Tech represent a durable trend or a temporary broadening-out feature.

Table of Contents

• TMT NEWS
• MACRO
• TRADING
• Prime Services Weekly
• Sector Specialists: TMT
• Sector/Basket Performance
• GS TMT BASKETS MONITOR
• RESEARCH
• STREET ACTIONS
• EVENTS

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