Tariffs, Earnings & Batteries

Trump’s Tariff Turmoil has resulted in tectonic upheavals of the operating environments companies navigate in myriad industries, and few chief executives know what the future will bring or how to plan for it. Today, Jackie reports on the tariff impacts seen by three CEOs in different industries—semiconductor manufacturing, steel, and global travel—and how they’re thinking about the uncertain future. … Also: A look at how the uncertainty has affected forward earnings for the S&P 500’s sectors and industries. … And: An update on the race to improve electric vehicle batteries.