Everyone's focused on the (https://www.cnbc.com/2026/06/30/magnificent-7-stocks-sell-off-investors-grow-jittery-on-ai-spending.html) as a duration/capex ROI story, but here's what the real risk is: Nike just (https://news.google.com/rss/articles/CBMilwFBVV95cUxNS0RYWmYxVWl2OGNXYkJ3RHpvVjUxR3ZMdlVFdHFGZUl2ZWV4eFlmLWUwRlg3aVFLTWhXcUxJVnllM3p2a3RuUlBfS3lWWTVJMkwxTzJ4aXRsc0RYNWlJVzl4NGtUemdmVUdEUXc0aVVzNGVpRVczNXhjNWxtbDd5X24zODlLNmpLeFFScVY2OWZQMFdjd0c0?oc=5) o

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