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Wall Street is increasingly nervous about hyperscaler capex. The combined capital expenditure of the four biggest hyperscalers -- Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), and Meta (META) -- was just over $200B The article suggests that hyperscaler capital expenditures are likely .…
Consumer
Shake Shack's (SHAK) latest earnings reset suggests the premium burger chain is being pulled deeper into the value-meal era, as lower-income consumers face pressure and McDonald's (MCD) leans harder into affordability. The issue is not that Shake Shack has lost Shake Shack is offering app-only ...
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