Pharma tariffs ‘not a huge risk’ for domestic companies, says Mizuho’s Jared Holz
CNBC’s “Fast Money” team discusses the potential impact of pharmaceutical tariffs with Jared Holz, healthcare equity strategist at Mizuho.
companies
Trump issues hard October 1 deadline for foreign companies: build U.S. factories or face crushing tariffs up to 100% on pharmaceuticals, 50% on kitchen cabinets, 30% on trucks and furniture
President Trump just made an announcement that will shake up global manufacturing. Foreign companies, including Taiwan Semiconductor, are now under pressure. Build factories in the U.S. or face massive tariffs. October 1 is the deadline. For pharmaceuticals, this is huge. A 100 percent tariff on any branded or patented drug entering the U.S. unless the …
Plants running hotter than ever but workers still left behind, companies turn demand into profits, not paychecks
The chart below shows that labor’s share and capacity utilization often move in opposite directions because higher utilization today tends to amplify capital’s pricing power rather than labor’s bargaining leverage. In the late 1990s, utilization pushed above 83% while labor’s share drifted down, as globalization and lean supply chains let businesses capture demand without raising …
Health insurance companies are raising insurance premiums by up to 18%, the largest increase in 15 years.
The warning signs were impossible to miss. They were dismissed, ignored, and buried beneath the language of actuarial tables and regulatory fog. In 2025, Americans are facing the largest health insurance premium spikes in fifteen years, with some plans climbing 18 percent https://www.forbes.com/advisor/d/aca-premiums-rising-short-term-insurance . This is not inflation. It is extraction. The timing is deliberate. …
After the Hyundai raid Trump demands all foreign companies obey US laws
Foreign investment thrives under strong leadership—but only when companies respect our laws. The Hyundai raid proves enforcement isn’t optional. Foreign firms must hire American workers first, not exploit visa loopholes. The UAE’s $1.4 trillion investment shows how Trump’s… — Watch DOGE (@dogeai_gov) September 8, 2025
Trump moves to block US IT companies from outsourcing their work to India
President Trump is pushing to restrict U.S. tech outsourcing to Indian companies, aiming to redirect jobs back to domestic workers while simultaneously challenging global labor flows. This policy forces U.S. firms to reconsider contracts, adjust costs, and restructure operations, creating pressure at the same time it opens opportunities for local hiring. Peter Navarro called for …
First amendment only shields Americans from US government censorship leaving private companies and foreign powers free to punish speech.
The First Amendment protects speech, but only from U.S. government action, not from private companies, not from your boss, and not from foreign governments. It applies to everyone physically in the U.S., citizens, tourists, even undocumented immigrants, but its shield only works against federal, state, and local government attempts to censor, punish, or restrict speech, …
Large Companies In The U.S. Are Going Bankrupt At The Fastest Pace That We Have Seen Since The Global Financial Crisis
by Michael Is the fact that large companies are filing for bankruptcy at the fastest pace in 15 years a good sign for the economy or a bad sign for the economy? I don’t even have to answer that question because all of you already know the answer. And as you will see below, other types …
AI companies are anti-American worker
The study revealed that workers between the ages of 22 and 25 have experienced a 13% relative decline in employment since 2022, in occupations most exposed to AI. Some examples of these highly exposed jobs include customer service representatives, accountants and software developers. According to the study, the findings help explain why national employment growth …
“Nearly a third of publicly traded companies with Bitcoin on their balance sheets now trade below the value of those reserves.”
Link to article:https://t.co/PjjGEIgPNo — Kalani o Māui (@MauiBoyMacro) August 28, 2025
Over half of Nvidia’s receivables tied to just 3 buyers; 85% of revenue last quarter came from just 6 companies
Nvidia’s profits vanish into thin air Soaring sales, sinking cash, red flag rising $NVDA Posted $56 billion in revenue growth and $26 billion in that income but just $15 billion in cash flow that’s a 58% conversion down from 90% receivables balloon draining $5.7 billion revenue soar and cash crawls is a classic red flag …
From Intel to Boeing, Trump floats plan for government stakes in private companies and the line between public and private blurs
The government wants control. Not oversight. Not partnership. Control. It starts with Intel. It ends wherever this administration decides. The Trump administration purchased a 10 percent stake in a private chipmaker. Now conversations swirl around Lockheed, Boeing, and Palantir. The logic is simple and raw. “We use them. We want a piece.” That is not …
Can America stay capitalist if Washington owns chunks of private companies?
Shock deal: America takes 10% of Intel, government now in the chip business How it started… how it's going pic.twitter.com/3Lq3iC1ult — zerohedge (@zerohedge) August 22, 2025 Our government should not have ownership in private companies. There are so many specific problems with an arrangement like this, but fundamentally, this is not who we are as …
78 Percent Of HR Leaders In The U.S. Say That Their Companies Are Conducting “Serial Layoffs”, And We Are Being Warned That A Major Cost Of Living Shock Is Coming
by Michael Other than the early months of the pandemic, we haven’t seen anything like this for a long time. Mass layoffs are happening all over the nation, major retailers and large restaurant chains are deeply struggling, and the cost of living is out of control. I am going to share more numbers with you today …
US bankruptcies are surging past 2020 pandemic levels. Small companies can’t handle the tariffs. Consumer in tatters.
US bankruptcies are surging past 2020 pandemic levels, per Business Insider. What's going on? byu/AlphaFlipper inDegenBets In Wake of Trump Tariffs, John Deere Announces Mass Layoffs John Deere has been hit hard by President Donald Trump’s tariffs. The farm equipment manufacturer and industry bellwether just announced mass layoffs affecting more than 200 workers at three …
40% of Russell 2000 companies are unprofitable, nearly matching the 2008 crisis peak.
Nearly 40% of Russell 2000 companies are losing money, bringing back memories of the worst days of the 2008 crisis. This shows there is serious trouble brewing beneath the surface. By the second quarter of 2025, 42% of these firms reported negative earnings, way up from 14% twenty years ago. But it’s not just about …
US companies shoulder most tariff costs while consumers face rising bills. Tariffs shift from imports to exports.
As of June 2025, the cost of Trump’s tariffs is split clearly: U.S. companies have absorbed 64% of the burden, foreign exporters took on 14%, and U.S. consumers already paid 22%. Goldman Sachs’ analysis confirms this breakdown through mid-2025, showing who is really bearing the tariff costs. https://deepnewz.com/tariffs/goldman-sachs-u-s-companies-absorbed-64-tariff-costs-consumers-share-to-rise-f9d46ce8 As of June, foreign exporters absorbed 14% …
83% of S&P 500 companies beat earnings in Q2, but the beat rate collapses once you strip out the dollar drop.
“83% of S&P 500 companies beat EPS estimates in Q2 2025” https://www.factset.com/earningsinsight But the real driver? A 15% USD slide from 109 to 96. That FX tailwind inflated overseas earnings, padded margins, and made weak quarters look strong. Consensus EPS jumped from $62.49 to $65.67, a 5.1% gain https://roancp.com/sp-500-q2-2025-earnings-report-performance-and-expectations/ Strip out the currency boost, and …
Trump greenlights crypto for retirement accounts. Buying crypto does not provide funding to companies or pay dividends.
JUST IN: Trump signs executive order Thursday to allow crypto, private equity, and alt assets in 401(k)s. “President Donald Trump will sign an executive order… directing the Labor Department to clear a path for cryptocurrency, private equity, and other alternative assets to be offered inside 401(k) retirement plans.”. https://www.theblock.co/post/365956/trump-executive-order-crypto-401k-plan.. https://twitter.com/Cointelegraph/status/1953399218749489614 No new liquidity enters. To …
The US is in a recession, but for 5-6 companies spending money between each other and paying the tax man for the movement.
It’s really interesting how AI will make those companies using it more profitable by shedding jobs- yet there is zero mention of the proposition that there will be less demand to buy their products if people don’t have a job — Jehovah (@renegade_56) August 4, 2025 Eye-opening chart, S&P 490 has had no earnings growth …
15% tariffs are not high enough for companies to stop trading, investing, and exporting their goods and services… Trump’s tariff billions come from consumers
Economists are having trouble understanding why stocks are at all-time highs. Well, technically, they are not measured in currencies other than the US dollar, like the euro, but in local currency terms, yes. According to economic textbooks, tariffs hamper free trade, cause investment uncertainty, and lead to suboptimal economic outcomes. The reality is that US …
Companies swapping productive investments for Bitcoin “treasuries” are playing ROULETTE.
.@PeterSchiff is spot on. Companies swapping productive investments for Bitcoin “treasuries” are playing ROULETTE. Bitcoin and Ethereum treasuries have NO business model because $BTC has NO FUNDAMENTAL VALUE.https://t.co/nNWUBdub7c — Steve Hanke (@steve_hanke) July 14, 2025
Wall Street quietly cuts earnings forecast so companies can claim a ‘beat’ when results drop
https://x.com/1CoastalJournal/status/1943785887550386689
Here are the largest US companies not currently included in the S&P 500
Here are the largest US companies not currently included in the S&P 500 byu/RobertBartus inEconomyCharts
Companies are expected to pass on 70% of the direct cost of tariffs to consumers through higher prices, warns Goldman Sachs
Could just be my imagination, but I think on-line retailers have started charging more for shipping, including upping the minimum purchase for free shipping. Companies are expected to pass on 70% of the direct cost of tariffs to consumers through higher prices, warns Goldman Sachs byu/RobertBartus inEconomyCharts h/t Capital_Historian685
Companies are in lock down mode, reluctant to hire anyone right now. US challenger 1H 2025 job cuts at 744,308, most since 1H 2020. The trend is clear.
May job gains revised down signaling labor slowdown… Companies are in lock down mode, reluctant to hire anyone right now. It will likely get worse until the Fed wakes up and cuts rates. pic.twitter.com/v40GWQRUXx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 2, 2025 If we start losing service jobs these jobs numbers are going to start …
Trump hits Canada with tariffs and cancels trade talks after learning of new digital tax targeting US companies
🚨 BREAKING: Trump just said CANADA is about to be slapped with tariffs after he learned they’re imposing a new Digital Services Tax on the U.S. He also CANCELED ALL trade efforts with Canada. This is what defending the USA economy looks like. pic.twitter.com/MgB1GoW7Rs — Eric Daugherty (@EricLDaugh) June 27, 2025 All talks with Ottawa …
Oh wait, is there any regulation left truly enforced to companies?
Oh wait, is there any regulation left truly enforced to companies? 😳 https://t.co/hYdJYtFlLb — JustDario 🏊♂️ (@DarioCpx) June 25, 2025 U.S. exchanges and the Securities and Exchange Commission are deep in talks to loosen regulatory burdens on public companies. The discussions, ongoing for months, involve Nasdaq, the New York Stock Exchange, and SEC Chairman Paul …