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Meta’s AI Patience Test: Goldman Sachs on Divergent Tech Fortunes

30 October 2025 at 20:16

The post Meta’s AI Patience Test: Goldman Sachs on Divergent Tech Fortunes appeared first on StartupHub.ai.

The market’s patience for capital expenditure, particularly in the burgeoning field of artificial intelligence, has become a defining factor in big tech’s recent earnings reactions. This sentiment was acutely underscored when Eric Sheridan, Goldman Sachs’ Co-Head of Tech, Media, and Telecom Research, joined CNBC’s “Squawk on the Street” team to dissect the third-quarter earnings of […]

The post Meta’s AI Patience Test: Goldman Sachs on Divergent Tech Fortunes appeared first on StartupHub.ai.

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