Move over artificial intelligence. There’s a new hot topic on corporate earnings calls in 2025: tariffs. The word “tariffs” has come up on more than 350 earnings calls of S & P 500 -listed companies reporting first quarter results, according to a CNBC analysis of call transcripts compiled by AlphaSense. By contrast, the term “AI” has been mentioned on less than 200 calls in the same period. Mentions of tariffs have soared in recent weeks as President Donald Trump’s plan for steep levies…
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https://www.cnbc.com/2025/05/09/number-of-tariff-mentions-has-soared-past-ai-on-earnings-calls-.html