Signs of a Slowing US Consumer | Open Interest 8/14/2026
THE SO WHAT
Retail sales seeing their biggest drop in over a year while OpenAI’s revenue run rate surges past $40B highlights a divergence between consumer demand and AI infra spend. If you sell into discretionary categories, tighten forecasts and CAC assumptions—enterprise AI budgets may stay buoyant even as end-customer wallets soften.
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