Key Highlights From Day 3 Of The Goldman Tech Conference And Preview Of The Last Day

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)