PremiumGoldman's Ten Tech Themes For 2025 With Spotlight On "Top Pick" Large Cap
Goldman analysts are positioning clients for the new year with their 2025 outlook, highlighting ten industry themes for US internet companies. The report offers a theme-by-theme breakdown, guiding clients on which large-cap stocks to go long within their stock coverage universe.
A team of analysts led by Eric Sheridan and Ben Miller penned a lengthy note focusing on three main areas:
Identifying the largest secular growth opportunities across the sector (evolving digital advertising industry, blurred lines between advertising and commerce at scale, Cloud computing, local commerce)
Tackling key sub-sector debates (impact of autonomous vehicles on mobility networks, normalized online travel landscape, widening scope of interactive entertainment companies) &
Outlining important risk factors for the industry (continued regulatory, political & judicial scrutiny alongside potential disruption from AI).