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Goldman’s Dane Likes Semis, AI Building Blocks on Capex

DeFi Daily News by DeFi Daily News
April 8, 2026
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Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management’s co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally.
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Tags: aiartificial intelligenceblocksBrook DaneBuildingcapexCaroline HydeceasefirechipsComputingDanedata centersEd LudlowEquitiesGoldman SachsGoldmansInvestingiran conflictiran warLikesMarketssemiconductorssemisSoftwaresoftware stocksStock rallystocks
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