3 catalysts could revive the market leadership of mega-cap tech stocks later this year, Goldman says

Jeenah Moon/Reuters

• Hyperscaler stocks have struggled during the market's rotation away from high-flying tech.
• Goldman Sachs says three catalysts could reignite mega-cap tech leadership in markets.
• AI-related revenue growth and capex growth slowing are among the potential drivers the bank flagged.

The AI trade has had a rocky start to 2026, but Goldman Sachs says mega-cap tech stocks that have been hurt by the market rotation could see a turnaround later in the year.