Morgan Stanley: AI investing shifts from any price to profit

Morgan Stanley's Jitania Kandhari said investor priorities have shifted, causing a correction in AI stocks. The market now demands AI with profit rather than AI at any price.

• Goldman: Hedge Funds Sold All AI Stocks Bought Since 20252026-11-03
• Wall Street chiefs see robust demand for massive AI deals2026-11-03
• US banks block third-party AI agents as open banking rule stalls2026-10-30
• Morgan Stanley: Eastern Europe is a top AI diversifier2026-10-30
• Wall Street's $63B AI deal carries hardware value risk2026-10-29