US Morning Call: July 14, 2026

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US Morning Call: July 14, 2026

Equity Research

14 July 2026 | 8:32AM EDT

Click “here” for the Market Intelligence: US Morning Update, and a written summary of the Chris Hussey

+1(212)902-7564 |

US Morning Call. chris.hussey@gs.com

Goldman Sachs & Co. LLC

On Goldman Sachs’ US morning call today, we check in on the struggle between Sarah Herr

+1(212)357-0094 | sarah.herr@gs.com

innovation, inflation, and the climate as the AI era literally heats up. Plus, we get Goldman Sachs & Co. LLC

ahead of earnings for Builders, MedTech, and Managed Care.

See below for the full list of today’s topics and speakers; approximate start times are in

parentheses.

Featured Analysts:

n (0:22) Christian Mueller-Glissmann – GOAL Strategy: diversify

n (2:20) Brian Singer, Joe Ritchie & Mark Delaney – Data Centers: cooling, water

use & power demand implications

n (3:15) Sue Maklari – Homebuilding & Building Products 2Q26 preview

n (4:56) Scott Fidel – Healthcare Services: 2Q26 preview

n (5:37) David Roman – MedTech & HCIT: 2Q26 preview

Notes on the Call:

n Global Strategy Paper, Mueller-Glissmann: Balancing Innovation and Inflation in

Portfolios. (1st published on 7/10)

n Reliability, Singer/Delaney/Ritchie: How heat, humidity and water use

minimization could drive data center cooling, power demand and stocks

n Building Products, Maklari: Taking a Pulse of the Market

n Homebuilders, Building Products & Wood Products, Maklari: 2Q26 Earnings

Preview (1st published on 7/10)

n Healthcare Services, Fidel: 2Q26 Preview: With Healthcare Services

Fundamentals in Flux in 2026, an Earnings Season of Serious Purpose Ahead in

2Q

n GS U.S. Healthcare Quarterly Utilization Diagnostic, Fidel/Roman: 2Q26 Edition

(1st published, 7/13)

n MedTech & HCIT, Roman: 2Q26 Chart Pack Preview: Mixed Fundamental Picture