Goldman'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: