Marketplace CEO confidence sinks
27 snips
Oct 16, 2025 In this discussion, Daniel Ackerman, a tech reporter known for his insights into the semiconductor industry, dives into TSMC's impressive profit surge amid a global chip demand that continues to rise. He highlights the company's pivotal role in the tech supply chain and U.S. efforts to increase onshore production. The conversation also touches on the broader implications of declining CEO confidence, driven by inflation and trade issues, and how this might impact everyday Americans. The future of tech and skilled workforce training in Alabama adds another intriguing layer.
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CEOs Are Cautious And Tech-Focused
- CEOs surveyed by The Conference Board have grown notably more negative about the economy in Q4, citing stagflation, tariffs, and uncertainty.
- Firms plan capital spending but prioritize AI and automation to cut costs rather than hire more workers.
Use AI To Hedge Cost And Tariff Risk
- Invest in automation and AI to offset higher cost pressures and tariff risks, as many CEOs plan to do.
- Use technology to reduce dependence on vulnerable supply chains and lower recurring labor costs.
Survey Skews Toward Big Firms
- Conference Board surveyed 130 Fortune 500 CEOs, so results reflect large firms, not small businesses.
- Sentiment likely varies widely across smaller companies and industries, making the business outlook mixed.
