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Morgan Stanley's top tech banker: It's 'wartime, not peacetime' for software

  • Deirdre Bosa--CNBC
  • published date: 2026-03-05 23:17:52 UTC

AI is delivering a reality check to Wall Street — and it’s clear from the vibe shift at the Morgan Stanley Tech, Media and Telecom conference.

This year's Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both in the middle of the Pentagon drama) Jensen Huang, Satya Nadella, and dozens of ent… [+3196 chars]