Goldman Sachs' Eric Sheridan talks tech stocks seeing worst trading day in four months

Joining us now is Eric Sheridan, Goldman Sachs co-leader of the technology media and telecom group. Eric, arguably great news this week on ads from Meta and even Reddit. Great news on cloud and AI demand from Microsoft too.So I mean the we're kind of ending on a downer, but is the message overall encouraging or no. The message is overall encouraging. The digital economy is accelerating against a lot of fears about what the economy looks like in the back part of the year.Uh the spend levels around AI continu ...