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Report published August 13, 2026

GS TMT Today: Market Analysis & Tech Sector Earnings (August 13, 2026)

Source and citation context

Report date
August 13, 2026
Analysis as of
Not stated in source

Authors / editors: Peter Bartlett (Managing Director), Leyla Kamshad (Associate)

Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Daily UpdateCommoditiesCryptoEquitiesInformation Technology

This report covers the latest TMT earnings and news, highlighting strong AI-related demand alongside margin pressures for companies like CSCO and COHR. Notable market movements include a rally in Lenovo and ongoing M&A activity in the AI space.

Key Takeaways

  • 1.CSCO reported earnings with strong AI hyperscaler demand but saw shares decline due to weaker gross margin guidance.
  • 2.Lenovo shares surged significantly following a beat in Q1 earnings driven by AI infrastructure demand.
  • 3.M&A activity in the AI sector is heating up, with Anthropic in talks to acquire Decart and Dynatrace acquiring Arize.

Table of Contents

  • TMT NEWS
  • MACRO
  • TRADING
  • Sector/Basket Performance
  • Singles
  • RESEARCH
  • STREET ACTIONS
  • EVENTS

Report data

GS TMT BASKETS MONITOR

MetricEstimateContext
CSCO F2027 Revenue Guidance72.2-73.4 USD BillionStronger than consensus of $68.8bn
Source: Company. This is a dated model snapshot, not a live forecast.

Reports in this series

TMT Today is shown in chronological order through this edition, published on August 13, 2026.

Part of the TMT Today series — view all 4 editions

  1. May 20GS TMT TODAY 5.20.26
  2. Jun 22GS TMT TODAY 6.22.26
  3. Jul 2GS TMT TODAY 7.2.26

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Authors / Editors

Peter Bartlett · Managing DirectorLeyla Kamshad · Associate

Reported Data Context

  • CSCO F2027 Revenue Guidance: 72.2-73.4 USD Billion (FY2027) · Source: Company

Securities

CSCODTCOHR992 HK

Themes

AI Infrastructure DemandTech M&A Consolidation

Regions

Asia PacificEuropeUnited StatesJapanSouth Korea

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