Uber stock jumped after earnings, but buried underneath the headline numbers was a much bigger warning about the American consumer. In this video, we break down Uber’s earnings, the CEO’s macro warning, collapsing consumer sentiment, rising credit card stress, Shopify and PayPal signals, and why Wall Street may be ignoring one of the most important consumer cracks of this earnings season. The market is pricing in recovery before the consumer has actually recovered — and the next retail reports could decide whether investors finally wake up.

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