** Wall Street giants Morgan Stanley MS.N and Goldman Sachs GS.N fall after New York Times report that OpenAI is considering holding off its public-market debut ​until next year

** MS and GS shares fall 3.5% each

** "The IPO pushout weighing on tech this morning has driven some questions on if it is likely to dampen capital markets' bullishness on names like GS/MS," Truist Securities managing director Brian Finneran says

** "Near term, trading activity continues to hum along. But the OpenAI headlines are less about the fees from one deal and more about all the other ancillary benefits like financing, trading, etc"

** As of last close, MS up 24.5% YTD while GS has gained 21.2%