The S&P 500 is masking a hidden market pullback. Why Morgan Stanley says an index retreat would signal a buying opportunity.
THE SO WHAT
If mega-caps are propping up the S&P while the broader market pulls back, capital is already rotating toward balance sheets and free cash flow over pure growth. For operators, expect investors to reward disciplined spend — especially on AI and infra — and to punish “growth at any cost” narratives.
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