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🟡 Semafor Business: Exit right
In this edition, T-Mobile is the latest player to exit the DEI dance floor under pressure from the Trump administration. And more top exits at X and Columbia Business School.
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How Steve Hasker plotted an AI course for Thomson Reuters
Hasker estimates that his team will have $10 billion in “dry powder” to deploy for AI deals by 2027, in additions to the ones the company has already struck.
Brendan McDermid/Reuters
How a Robinhood co-founder launched a space-lasers startup
‘The thing I’m chasing is the uncertainty,’ says Baiju Bhatt, as he tries to turn sci-fi into reality.
Steve Jennings/Getty Images for TechCrunch
Mamdani will try to charm New York’s elite
New York’s business elite don’t know much about Mamdani, and what they do know, they don’t like.
David ‘Dee’ Delgado/Reuters
Corporate DEI pullback is more words than action
“Opportunity” and “merit” hit different these days in corproate America.
Brendan McDermid/File Photo/Reuters
Media moguls land, humbled, in Sun Valley
The Allen & Co. Sun Valley conference has midwived megadeals, but today’s moguls face a scrambled world.
Brendan McDermid/Reuters
Vocal pro-Israel Columbia professor leaves university
Shai Davidai, who became a visible face of the broader fight over free speech on university campuses, is leaving Columbia Business School.
Katie Smith/Sipa USA via Reuters Connect
Amazon, Walmart discount week clouded by Trump’s tariff uncertainty
Trade wars have scrambled consumer behavior, and it’s unclear whether shoppers will load up on pre-tariffed goods or put off discretionary sprees.
Investors still think Trump will back off tariffs. This could end badly.
The TACO trade theory is making the market complacent at the worst possible time, heading into late-summer lulls when the knife-catchers head for the Hamptons.
The latest MAGA index fund is here
Conservative ETFs — and virtue-signaling funds of all political stripes — are proliferating in the Trump age. The newest entrant is expensive, but MAGA fans might find it a price worth paying.
Trump resumes hardball tariff posture with higher rates
President Donald Trump said the US would impose 25% blanket tariffs on imports from Japan and South Korea, effectively imposing “Liberation Day” rates on two major trading partners.
US trade wars breed jingoism worldwide
Trump’s trade deals are so far light and fraught, as leaders around the world, managing their own voters, are pushing back.
The death of American equities? Not so fast.
There is little evidence in the stock market that American exceptionalism is dead.
The US dollar is on track for its worst year in modern history
The greenback is down more than 7% this year, and Morgan Stanley predicts it could fall another 10%.
US hiring remains steady, beating expectations
Employers added 147,000 jobs in June, while unemployment fell to 4.1%, the Labor Department reported, suggesting a resilient economy despite uncertainty over trade and fiscal policy.
Analysis projects $82.3B tariff hit to US firms
The JPMorganChase Institute found that midsize US firms can expect to pay $2,080 more per employee at current tariff rates, amounting to a 3% payroll hike.
‘We’re in a hurry, OK?’: How Athene’s new CEO leads a hard-charging insurer
The Apollo-backed group’s new CEO looks for people who can make decisions quickly — and not look back.
Autodesk’s Andrew Anagnost on surviving an activist attack
The design software CEO says resolving an investor standoff starts with admitting which critiques are fair.
Trump announces trade deal with Vietnam as tariff pause deadline looms
Hanoi agreed to pay export duties ranging from 20-40% on goods to the US, while Washington will pay nothing to import to Vietnam, Trump said.