The (https://news.google.com/rss/articles/CBMi5AFBVV95cUxOa2d4Qi1ORVlTRjhmMEtjOHlySmx0UjB6cGdTNHNieHJYUGwwNmJGLUdTRkpYcmZpQ0haSDJ2aXFaQms5YTdQbUVOWE1XcWtwcmtJclRKQV9BVjBaMHpKYU5fN09nRkRWNFkwcU5pRXhUcEVUUDBQX3VmUzBqblI2ZUNORDN2ZnplRWVRN3VtV3o0dXpuUktwc1FvMVozTXVidmE4Nm9Nb3dJOVktMUNrdmgza21YOWYtNTl6a3BfN3NCUGNrenVnd19ZdUJUT050Zk9oRlpRWlBDQmlnVWlROENtTVI?oc=5) just buried the lede: affluent consumers keep spending while the middle market is turning cautious. That's not broadening growth—that's demand segmentation breaking down enterprise IT budgets. Why? Because $DHR and $ORCL built their models on *volume recovery* through the cycle. But volume doesn't come back if purchasing power is concentrated at the top.

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