Here's a look at some of hedge fund manager Dan Loeb‘s semiconductor and electrical stocks year-to-date:
Separately, the Trump administration excluded a range of technology products, including consumer electronics, from the 145% reciprocal tariffs bucket.
The White House argues that tariffs on critical minerals and their derivative products were levied to protect the U.S. defense capabilities, infrastructure development, and technological innovation.
Mineral stocks in Loeb’s portfolio are also on the downtrend:
Read Next:
- Tariffs Test Loeb’s Financial Picks: Third Point Adjusts Bets As Markets Brace For Economic Blowback
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