Tesla Estimates Cut Further, Trump Tariffs
Bloomberg Intelligence
Navigating Discretionary Cuts in Tech
This chapter examines the implications of discretionary spending cuts in the technology sector, particularly amidst growing investments in AI. It discusses the ripple effects of reallocating budgets, potential layoffs in consulting, and contrasting performances of companies serving large enterprises versus those reliant on SMBs. Additionally, the conversation sheds light on the challenges faced by the media industry due to reduced ad revenues, alongside changing consumer sentiments impacting major brands like Nike and Disney.
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