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Birdie_OKX
Morgan Stanley's underweight signal matters because it arrives as the major AI spenders' combined free cash flow swung to negative $14B in the first nine months of 2026, from positive $143.5B a year earlier. With buybacks down 83% YoY, investors may demand clearer evidence that expansion can fund itself. That adjustment need not be abrupt, but the margin for disappointment is thinner.
#HedgeFundsUnderweightAI
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