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CoinDesk· 2025-07-08 21:03
RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: How CoreWeave's Neocloud Business Model Works,’ in partnership with @blockspacepod!Today on The Mining Pod, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers.Explore CoreWeave’s neocloud business model, GPU economics vs bitcoin mining profitability, and what ...
House Speaker says 'One Big, Beautiful Bill' will help GOP in midterms
NBC News· 2025-07-08 19:40
No concerns at all cost you any seats. No concerns at all. In fact, it's going to gain seats for that.Mr. . Speaker, quick question. What will the big beautiful bill mean for the midterms.Uh everything. It's uh this is a bill that was written for hardworking Americans, middle and lower class earners in particular. Uh and they will feel the effects of that in the economy and they'll have higher wages and more opportunity and more economic growth.And that's a major factor in a midterm election. And the border ...
Be cautious, consumers could slowdown, warns Stifel's Barry Bannister
CNBC Television· 2025-07-08 17:32
Can you just kind of give us your thoughts uh on the new tariff announcements the past day or two and does that factor in here to why you expect tougher sledding for for the market. Hey Kelly. Yeah.So obviously the market moves a lot on the tweets. Whatever Trump tweets out the markets kind of react but we're looking at the actual economy as slowing sharply in the second half. and that has for decades had a strong relationship to the year-over-year change of the S&P 500.In addition, we agree with the Fed th ...
X @The Economist
The Economist· 2025-07-08 17:00
“To understand the zero-sum mindset—and why it varies across groups—it is necessary to look at where it comes from,” writes a Harvard professor. In a guest essay she maps out how Americans think about economic issues and policies https://t.co/Bkeop10rpD ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-08 16:10
Streaming live on Kick for UNDER EXPOSED talking macro, BBB, Invest Act, Corp Treasuries and a lot morehttps://t.co/mR4ZZM6Jb2 ...
X @Bloomberg
Bloomberg· 2025-07-08 16:08
The Trump administration’s curbs on immigration and ramped-up deportations will lower US economic growth by almost a full percentage point this year, according to a study from the Federal Reserve Bank of Dallas. https://t.co/94QprwOZiQ ...
Meta-Economics: Humanizing Prosperity with Param-Artha | Praveen K Shukla | TEDxSGNS Youth
TEDx Talks· 2025-07-08 15:47
मेटाइकोनॉमिक्स इसको हम कहते हैं परम अर्थ। परमार्थ जो है वह आध्यात्म का शब्द नहीं है। वो अर्थशास्त्र का शब्द है। परम अर्थ। दुनिया में लगभग मैक्सिमम लोगों ने दो तरह के इकोनॉमिक्स हम जानते हैं। माइक्रो और मैकोनॉमिक्स। तीसरा इकोनॉमिक्स है मिजो इकोनॉमिक्स और चौथा है मेटा इकोनॉमिक्स। आज की परिस्थिति को जब हम ग्लोबल लेवल पर देखते हैं, जिस तरह के हालात पैदा हुए हैं, उस समय में मेटा इकोनॉमिक्स आधारित प्रस्तावों की या प्रपोजल्स की जरूरत बहुत ज्यादा है। क्योंकि यही एक किसी को भी दुनिया के 840 ग्लोबिजंस को प्रिंसिपल, प ...
Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey
New York Post· 2025-07-08 15:40
Group 1: Leadership Changes - Wendy's CEO Kirk Tanner is leaving the company after just over a year to take the CEO position at Hershey [1][3] - Tanner will depart Wendy's on July 18, and CFO Ken Cook has been appointed as interim CEO while a search for a permanent replacement is underway [3] Group 2: Company Performance - Wendy's has been experiencing muted sales, with its stock down nearly 31% this year, indicating challenges in growth initiatives [1][4][7] - The company is set to report its second quarter results on August 8 [3] Group 3: Hershey's Situation - Hershey announced Tanner's appointment as it faces higher tariff-related costs and elevated cocoa prices amid consumer spending uncertainty [4][8] - Hershey is expected to report its earnings on July 30 [9] Group 4: Analyst Insights - Analysts suggest that Tanner's experience at PepsiCo will be beneficial for Hershey as it navigates current challenges [9] - Wendy's underperformance compared to key peers indicates that its growth initiatives have not yet gained meaningful traction [4][7]
Most US employers not budging on budgets, salary increases remain flat
Globenewswire· 2025-07-08 15:09
Core Insights - Average salary increase budgets for US companies in 2026 are expected to remain stable at 3.5%, matching the actual increases of 2025 [1] - Organizations are becoming more strategic in their pay allocation and investment focus, aiming to align with broader business goals despite economic uncertainty [3] Salary Budget Changes - Three out of five organizations experienced changes in their salary budgets during the last pay cycle, with 53% reporting no difference between anticipated and actual budgets for 2025 [2] - Among organizations projecting lower salary increases, 51% cited anticipated recession or weaker financial results, while 45% mentioned cost management concerns [2] - Tight labor markets (59%) and inflationary pressures (30%) were the main reasons for those projecting higher salary budgets [2] Employee Retention and Stability - Employee stability has improved, with less than one-third (30%) of organizations reporting challenges in attracting or retaining employees, a decrease of 11 percentage points since 2023 [4] - Organizations are taking actions to enhance employee experience, health and wellness benefits, and training opportunities in response to low turnover and concerns about burnout [5] Compensation Adjustments - Employers are adjusting compensation programs to address competitive labor markets and inflation, with 50% conducting a compensation review of all employees and 48% reviewing specific employee groups [6] - Over 40% of organizations have enhanced their use of retention bonuses or spot awards, and 37% have targeted base salary increases for specific employee groups [6] Payroll Expenses - The average annual payroll expense has increased by nearly 4% (3.6%), with 70% of organizations reporting higher total annual payroll expenses compared to the previous year [7] Strategic Investments - Employers are making investments beyond pay raises, focusing on career development, wellbeing, flexibility, and equity to enhance performance, retention, and resilience in a changing market [8] Survey Details - The Salary Budget Planning Report was compiled by WTW's Rewards Data Intelligence practice, with approximately 29,128 responses from companies across 157 countries, including 1,569 from the U.S. [9]
CAVA's EBITDA Momentum Builds Up: Will Profitability Keep Rising?
ZACKS· 2025-07-08 14:56
Core Insights - CAVA Group, Inc. (CAVA) reported strong profitability in Q1 2025, with adjusted EBITDA of $44.9 million, a 34.6% increase from $33.3 million in the same quarter last year [1][9] - The growth in EBITDA is attributed to strong traffic-led sales, operational efficiency, and cost leverage [2] Financial Performance - Same-restaurant sales increased by 10.8% year over year, driven by a 7.5% rise in guest traffic [2][9] - Restaurant-level profits reached $82.3 million, supported by disciplined general and administrative spending and stable labor and occupancy costs as a percentage of sales [2] - CAVA reaffirmed its full-year 2025 adjusted EBITDA guidance of $152 million to $159 million [4] Operational Enhancements - CAVA's Connected Kitchen initiative and revamped labor deployment model are enhancing productivity and guest satisfaction [3] - These operational improvements are expected to continue boosting throughput and margin performance as they expand to more locations in 2025 [3] Competitive Landscape - Shake Shack, Inc. (SHAK) reported adjusted EBITDA of $40.7 million in Q1 2025, with a lower adjusted EBITDA margin of 12.7% compared to CAVA [5] - Brinker International, Inc. (EAT) achieved an 80% year-over-year increase in adjusted EBITDA to $221 million, but operates with a structurally lower margin profile than CAVA due to higher fixed costs [6] Market Performance - CAVA's shares have decreased by 8.3% over the past three months, while the industry has seen a 3.1% rise [7] - CAVA trades at a forward price-to-sales ratio of 7.34X, significantly higher than the industry's 4.06X [10] Earnings Estimates - The Zacks Consensus Estimate for CAVA's 2025 earnings implies a year-over-year increase of 38.1%, with a 17.9% increase expected in 2026 [11]