The Trump-Anthropic defense partnership screams AI disruption, and healthcare's feeling the heat. Johnson & Johnson just delivered a stunning 103.9% net income surge with rock-solid 28.5% margins, yet the market lumps it together with basket cases like Pfizer—which posted a brutal -1.8% revenue decline despite respectable 12.4% margins. Here's the brutal reality: investors won't pay premiums for today's earnings when tomorrow's AI could obliterate your moat.

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