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13:30
Jul 14 ◎
Denis Coleman GS Q2 FY26 call
Management notes significant demand for financing across all instruments and regions, attributing it to the AI capex super-cycle that outstrips their willingness to supply, implying a pricing power shift towards lenders. — The demand for balance sheet to fund AI infrastructure is creating a seller's market for financing, allowing banks like Goldman to be more selective on pricing and terms.
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About MS Analyst Coverage

Buzzberg tracks MS (Morgan Stanley) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Denis Coleman.