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Goldman Sachs CEO David Solomon warned that the financing required for the AI infrastructure boom could pressure borrowing costs and leave some projects unable to secure favorable terms. He said demand for computing capacity continues to outpace supply.
The banking sector has diverged from the broader equity rally. While the State Street SPDR S&P 500 ETF (NYSE: SPY ) is up about 14% for the year, the five largest U.S. banks, measured by the Invesco KBW Bank ETF (NASDAQ: KBWB ), have collectively dipped around $270 billion from summer peaks. Institutional investors hav
FactSet Research Systems (NYSE: FDS ) held its fourth-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary FactSet Research Syste