BlackRock's cash warning just landed at the worst possible moment — right as momentum cracks across quality names. Take $ULTA: solid 6.1% net margins, but growth is hitting the brakes hard. That's your textbook late-cycle red flag flashing bright. Even (https://www.cnbc.com/2026/05/06/earnings-season-is-almost-over-morgan-stanley-has-picks-to-play-the-end.html) are down to scraping $TGT from the bottom of the momentum barrel.

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