Moody's Rebuts Concerns About AI Disruption; Stock Rallies -- WSJ

Dow Jones
Feb 19

By WSJ Staff

Moody's joined the financial-information companies pushing back against worries their businesses could be undercut by artificial-intelligence models.

"Our data can't be synthesized from public sources," Moody's Chief Executive Rob Fauber said on an investor call Wednesday.

Fauber fielded questions from analysts about the moats protecting Moody's businesses. He said the data Moody's had collected over many years was "both AI-enabling and AI resilient."

Moody's stock jumped. Earlier Wednesday, the company reported a quarterly profit of $610 million, about 8% higher than a FactSet-compiled analyst consensus.

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February 18, 2026 11:09 ET (16:09 GMT)

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