# Tech Comeback Ahead?

Page: https://stenobird.com/podcast/the-markets-6321730/tech-comeback-ahead
Text version: https://stenobird.com/podcast/the-markets-6321730/tech-comeback-ahead.md
Podcast: [The Markets](https://stenobird.com/podcast/the-markets-6321730)
Published: 2026-02-20T05:00:00+00:00
Episode link: https://traffic.megaphone.fm/GLD3676484392.mp3
Audio file: https://traffic.megaphone.fm/GLD3676484392.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-markets-6321730/episodes/tech-comeback-ahead
Duration seconds: 501

## Resource

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. Recorded on February 19, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or i…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-markets-6321730/episodes/tech-comeback-ahead/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-markets-6321730/tech-comeback-ahead.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.