As Goldman's busy TMT specialist Peter Callahan writes, today marks the final day the bank's flagship GS Communacopia+Tech Conference, where we have seen signs of life in the AI theme this week (ORCL +11% post earnings and NVDA +8% following Jensen’s keynote yday... throw in: AVGO / MRVL / ANET up +9-15% WTD). While the highlight of the conference was yesterday's Nvidia presentation (widely previewed and also recapped here), this is what Callahan is watching today:
- VRT (state of play in DC cooling market – visibility, adoption rate & competition)
- DIRECTV (payTV market trends and Disney)
- SNOW (Oct qtr trends, competition, Cortex / Product adoption and AI state of play)
- WBD (DTC profitability + NBA / linear)
