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Wall St Engine
New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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App Economy Insights
Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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Wall St Engine
CITI CEO WARNS ON TARIFF IMPACT
Citigroup $C CEO Jane Fraser says most clients can absorb 10% tariffs, but anything higher—like 25%—could cause real strain.
Speaking at the Milken Conference, she said many companies are stuck in “limbo,” holding off on investment and hiring until there's more clarity. That wait-and-see mindset could start dragging on demand and the broader economy.
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CITI CEO WARNS ON TARIFF IMPACT
Citigroup $C CEO Jane Fraser says most clients can absorb 10% tariffs, but anything higher—like 25%—could cause real strain.
Speaking at the Milken Conference, she said many companies are stuck in “limbo,” holding off on investment and hiring until there's more clarity. That wait-and-see mindset could start dragging on demand and the broader economy.
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Wall St Engine
Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Wall St Engine
RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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Hidden Value Gems
RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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Wall St Engine
OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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Wall St Engine
Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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