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Aug 11, 2025 5 min

U.S. companies absorb tariff hit

from Wall Street Breakfast Hosted by Seeking Alpha

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Palantir’s record run tests investor faith as valuation soars to S&P 500 peak Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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U.S. companies absorb tariff hit

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