Aug. 18 at 12:39 PM
Nuggets from our newsletter this week:
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$MIDD CEO: QSR traffic down double-digits this year
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$MU CBO: Top 5 hyperscalers to spend $ 400B on CapEx in 2025
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$CHRW CEO: Freight recession now >3yrs
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$CSX CFO: US industrial demand still weak
Read more: https://thetranscript.substack.com/p/some-uneasiness