Labor market, AI key themes in US earnings calls: Goldman Sachs

  • 📰 Investingcom
  • ⏱ Reading Time:
  • 44 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 21%
  • Publisher: 53%

Brasil Notícia Notícia

Brasil Últimas Notícias,Brasil Manchetes

Labor market, AI key themes in US earnings calls: Goldman Sachs

In a Wednesday note to clients, Goldman Sachs strategists highlighted key issues that company managements have faced in the second quarter. After reviewing earnings call transcripts, the bank identified three dominant themes: the labor market, consumer behavior, and AI.

Although some companies have discussed reducing headcount or slowing hiring, the overall tone suggests a better alignment between hiring needs and the available workforce, marking a major shift from the post-pandemic period when labor shortages were a major issue. The share of companies mentioning labor shortages has now returned to pre-pandemic levels, and references to layoffs in earnings calls remained low in 2Q.

The US Consumer Dashboard also points to a reasonably healthy consumer, though economic data highlight growing disparities between income cohorts, with lower-income consumers facing slower income growth and divergent consumer sentiment compared to higher-income groups. “These AI infrastructure companies highlighted that continued investment in AI would translate into a continued tailwind for their businesses,” strategists said.

 

Obrigado pelo seu comentário. Seu comentário será publicado após ser revisado.
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:

 /  🏆 450. in BR

Brasil Últimas Notícias, Brasil Manchetes