Encased In Carbon-ite: Alphabet Post-Mortem As AI Mode Eats Search Pricing, Cash Burn Deepens, And Buybacks Vanish
"All told, this was a poor print...and now makes it clearer why Sundar launched Carbon intra-day."
"All told, this was a poor print...and now makes it clearer why Sundar launched Carbon intra-day."
Over 600 had targeted Moscow region alone as African leaders hosted for summit...
"I had just spent 30 minutes speaking to everyone I could trying to understand how it made any sense at all to make this claim -- either in general or the way they did it: so impulsively..."
And Trump knew about it?
Data shows violence and sex offenses nearly triple the local average at migrant sites...
...the rotations beneath the surface have reached bear-market proportions, and they have done so across six trades at once
"We're transitioning from a market rewarding capex growth to one demanding evidence of returns..."
...but Lagarde's early retirement is overshadowing everything.../
Notable shift: Trump admin is clearly pressing negotiations before initiating new strike option...
Just because the headlines have gone quiet doesn't mean the losses have disappeared.
It used to be government debt that grew the US economy; now it's AI debt...
TDS alive and well...
...claims tell you a recession isn’t imminent, payrolls tell you momentum is fading, and sentiment tells you the median household is getting squeezed by prices rather than layoffs.
MSF breached its contractual obligation to report...
...energy costs hitting record highs and inflation is becoming embedded...
“We are seeing the fears over AI and tech spending superseding the expectations for huge profits, especially at these elevated levels for some companies"
"We're focused on actual disaster relief and recovery. We're not focused on these crazy agendas, like failed DEI policies that have nothing to do with foreign policy or disaster relief and recovery..."
... projecting annual membership savings of about $100 million for customers.
Benjamin Cauchy, a 2018 Yellow Vest leader, said the movement has been 'completely hijacked by the far-left'...
