#CNBC Morgan Stanley’s David Chen on the AI shift that’s keeping Wall Street up at night

Morgan Stanley’s David Chen on the AI shift that’s keeping Wall Street up at night
AI is delivering a reality check to Wall Street – and it’s clear from the vibe shift this tech conference season. The AI euphoria is gone, replaced by harder questions around which companies survive and which will be left for dead. Morgan Stanley’s David Chen joins to break down what investors are actually focused on, which software companies survive the sell-off and whether the market really has capacity for the mega IPOs coming down the pipeline.

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