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AI Fears Leading to ‘Indiscriminate’ Selloff: Morgan Stanley

Morgan Stanley Global Director of Research Katy Huberty discusses the selloff of software and services stocks, some of which hit companies with strong underlying fundamentals. Huberty joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Morgan Stanley Global Director of Research Katy Huberty discusses the selloff of software and services stocks, some of which hit companies with strong underlying fundamentals. Huberty joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

  1. @swedesam

    February 18, 2026 at 3:24 pm

    Morgan Stanley doesn’t have enough money to set up a studio where their speakers don’t have to crouch down to convince us using 2005 camera tech?

  2. @Jonathan2x6

    February 18, 2026 at 4:15 pm

    “what we see in the data” …care to share this?

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