Big Tech’s $300B Spending Spree
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Earnings Insights: PayPal, Spotify, and Chipotle
This chapter delves into the recent earnings reports of PayPal, Spotify, and Chipotle, focusing on their performances and market challenges. The speakers analyze PayPal's unexpected share drop despite solid results and discuss Spotify's profitable turnaround amidst job cuts. Additionally, Chipotle's impressive growth and the impact of tariffs on their future are explored, emphasizing the cautious optimism for continued expansion.
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