Goldman Sachs
June 17, 2026
TMT Specialist Sales Daily Wrap
Daily UpdateEquitiesDerivativesInformation TechnologyConsumer Discretionary
The report highlights a sharp sell-off in semiconductor stocks, Microsoft's strategic shift to a multi-model AI architecture, and robust long-term guidance from Auto1.
Key Takeaways
- 1.Semiconductor sector experiences a sharp overnight sell-off alongside concerns about FOMC positioning and quadruple witching liquidity.
- 2.Microsoft is transitioning its Copilot architecture toward a multi-model orchestration platform to optimize inference costs.
- 3.Auto1 Group set long-term growth targets significantly above consensus, driven by retail and Autohero performance.
Table of Contents
- TODAY'S WRAP
- TECH
- TELCOS
- MEDIA & INTERNET
- MACRO AND TRADING
- 2026 EMEA Conferences
- 2026 Conferences
- More in Macro
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Authors
Sean Johnstone
Securities
ASMLMSFT
Themes
AI Infrastructure and EconomicsSemiconductor Market VolatilityCorporate AI Adoption Strategies
Regions
GlobalAsia PacificUnited StatesChinaGermany