(https://www.cnbc.com/2026/06/04/barclays-traders-say-its-time-to-buy-protection-for-a-tech-led-sp-500-pullback.html) on a tech-led S&P pullback. Smart hedging. But here's what they're missing: the real contagion vector isn't tech earnings—it's credit stress at the big banks that *fund* the AI capex spiral.

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