Reading today's headlines, I see three distinct narratives competing for capital allocation: 1. Salesforce/Adobe's AI disappointment — Morgan Stanley cutting $CRM & $ADBE because AI capex hasn't yielded revenue uplift yet 2. GLP-1 litigation — Novo suing Lilly over marketing claims signals market maturation & margin compression in pharma 3. Wall Street selling rental homes — Institutional landlords net negative YTD despite housing supply crunch 4.

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