Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26

Solomon insists ample capital exists for AI buildout even as CoreWeave's 54% drop and mounting debt concerns rattle AI infrastructure stocks.

• Goldman's earnings resilience: David Solomon says 45% of revenue is now durable/recurring (asset & wealth management fees run-rate at $15B), up from ~$5B eight years ago, cushioning cyclicality.
• Solomon dismisses capital-crunch fears: Despite Broadcom's CEO warning capital could choke AI buildout, Solomon says 'there's a lot of capital in the world' and sees no succession process underway at Goldman.

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