The tech selloff is 'healthy' and 'good for the markets', says Morgan Stanley's Andrew Slimmon

Andrew Slimmon of Morgan Stanley Investment Management discussed current market trends, the ongoing tech selloff, and the state of the AI trade. The piece is commentary-focused and provides no specific earnings, guidance, or policy data. Market impact is limited, but it may be relevant to near-term sentiment around large-cap technology and AI-related names.

Analysis

Andrew Slimmon of Morgan Stanley Investment Management discussed current market trends, the ongoing tech selloff, and the state of the AI trade. The piece is commentary-focused and provides no specific earnings, guidance, or policy data. Market impact is limited, but it may be relevant to near-term sentiment around large-cap technology and AI-related names.