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American Focus > Blog > World News > Corporate America is having a weird tariff summer : NPR
World News

Corporate America is having a weird tariff summer : NPR

Last updated: July 26, 2025 3:30 am
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Corporate America is having a weird tariff summer : NPR
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A businessman walks by the New York Stock Exchange in New York City. As more than 100 big companies reported earnings this week, the S&P 500 and Nasdaq hit a series of record highs.

Spencer Platt/Getty Images


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Spencer Platt/Getty Images

Corporate America is experiencing contrasting effects of President Trump’s tariff policies.

Over 100 major U.S. companies recently reported their quarterly financial results, shedding light on their performance and outlook amid ongoing tariff discussions.

With looming tariff deadlines and uncertainties, these earnings reports have been closely monitored by investors.

Results have varied significantly, with some industries feeling the impact of tariffs more than others.

While carmakers and consumer-facing businesses have reported financial challenges, tech and financial companies have seen positive results.

According to Laura Veldkamp from Columbia Business School, the diversity in experiences among firms reflects their exposure to import prices.

Investors have largely focused on the positive outcomes, with record highs in the S&P 500 and Nasdaq.

Here are three key takeaways from the recent economic insights shared by CEOs and companies.

1. Fatigue with Tariff Discussions

CEOs have navigated how to address tariff impacts while maintaining a delicate balance.


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