AI‑led software selloff may pose risk for $1.5 trillion U.S. credit market, says Morgan Stanley

FILE PHOTO: Morgan Stanley logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

Feb 10 (Reuters) - Concerns ‌that artificial intelligence could disrupt large parts of the software ‌industry have started to spill into credit markets, Morgan Stanley warned, ‌as software accounts for about 16%, or $235 billion, of the $1.5 trillion U.S. loan market.

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