(https://www.cnbc.com/2026/07/29/morgan-stanley-humanoid-robots-pr-problem.html) a 'PR problem' strangling the humanoid robot boom. Translation: the sector faces 'headwinds that could slow growth.' But here's what they're dancing around—this isn't a marketing problem. It's a capex efficiency problem. Look at the numbers: MSFT posted in free cash flow annually, but that's getting crushed by AI infrastructure buildouts.

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