The US Consumer Is Just Broke (Here's the Proof)

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Intel just suffered its worst trading day in more than half a century, wiping out nearly $140 billion in market value. And here’s the strange part: its data-center business grew almost 80% in a year. Not AI, the trouble is consumers. 

It's becoming impossible to ignore. McDonald’s is preparing another value deal. Wendy’s is confronting a different crisis as one of its largest franchisees filed for Chapter 11 bankruptcy protection.

Then there’s Walmart. 

Eurodollar University's conversations w/Steve Van Metre

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https://www.youtube.com/watch?v=pRZsVg7kLv4https://www.today.com/video/walmart-us-ceo-on-affordability-whether-it-will-use-dynamic-pricing-272392773540https://www.bloomberg.com/news/articles/2026-10-25/ai-provides-zero-payoff-to-s-p-493-outside-tech-apollo-economist-says?srnd=phx-economics-v2https://www.youtube.com/watch?v=kwbJg2Kt2qchttps://www.youtube.com/watch?v=53w2lTS1AlQhttps://www.youtube.com/watch?v=hKdeghlhtXohttps://abcnews.com/video/131681127/

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