Goldman Sachs and Morgan Stanley had a monster quarter. Analysts say these giants could be next.
THE SO WHAT
When Goldman and Morgan Stanley print outsized quarters and analysts immediately look for European follow-ons, it reinforces that capital for complex infra and AI-heavy plays is still abundant at the top of the stack. If you’re raising or refinancing, this is a window to lean into structured, relationship-driven capital rather than purely venture or private credit.
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