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2022-09-06

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Will Warren Buffett Buy More Apple Stock in Q3?

08-08

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Chip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465432660988160","repostId":"1122138425","repostType":2,"repost":{"id":"1122138425","kind":"news","pubTimestamp":1754609108,"share":"https://ttm.financial/m/news/1122138425?lang=en_US&edition=fundamental","pubTime":"2025-08-08 07:25","market":"us","language":"en","title":"Chip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff","url":"https://stock-news.laohu8.com/highlight/detail?id=1122138425","media":"Yahoo Finance","summary":"Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%;...","content":"<div>\n<p>Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","TSM":"台积电","MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122138425","content_text":"Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ASML up 3%; Micron and Applied Materials up 2%.“We'll be putting a tariff of approximately 100% on chips and semiconductors,” Trump said during a press conference at the Oval Office Wednesday afternoon. “But if you're building in the United States of America, there's no charge.”“If you've made a commitment to build or if you're in the process of building, as many are, there is no tariff.”Most of the world's advanced chips are produced by leading contract chip manufacturer TSMC (TSM) in Taiwan, but the company has been building out its capacity in Arizona with a $165 billion investment, exempting it from Trump's tariffs. Tech companies have rushed to announce investments in their US manufacturing footprint in the hopes of avoiding Trump’s trade war wrath. So far, Nvidia has committed to producing $500 billion of AI infrastructure in the US. Micron made a similar $200 billion commitment. Texas Instruments (TXN) has said it’s spending $60 billion to bolster its manufacturing capacity in the US.Citi analyst Christopher Danely said the exemptions mean the semiconductor tariff will have “minimal impact … as US-based semiconductor companies with in-house fabs have operations in the US and fabless companies can commit to using TSMC, Samsung, GFS which have operations in the US.”“Fabs” refer to factories where chips are produced, and “fabless” companies outsource production of their chips to contract manufacturers such as TSMC, Samsung (005930.KS), and GFS (GFS). Companies with in-house fabs include Intel (INTC), Micron, and Texas Instruments. Nvidia, AMD, Broadcom, and Qualcomm (QCOM) are fabless.Morgan Stanley (MS) analyst Joseph Moore echoed Danely's sentiment, writing in a note to clients Thursday, “To some degree this outcome would be something of a relief.”“Yes, 100% tariffs are unpalatable but if companies are given time to restore them, the real tax is just the higher cost of building chips in the United States,\" he wrote. \"The biggest fear was that such a tariff would be implemented immediately.”Still, Bernstein analyst Stacy Rasgon noted that there are questions surrounding how the tariffs would be applied, making it hard to determine their impact. He explained that most semiconductors are imported once they’re already inside other products, and the US “does not import a ton of raw chips\" — $45 billion worth in 2024 — and it’s unclear whether duties would just apply to raw semiconductors or also to products containing them.The US Department of Commerce did not immediately respond to Yahoo Finance’s request for comment. Further details about the tariffs will be revealed when the agency publishes its findings from an investigation into US semiconductor imports it launched in April under Section 232 of the Trade Expansion Act, which empowers the president to restrict imports of products related to national security.\"Trump’s public statements often lack detail and nuance, so at this point we do not know exactly how the new rules will be implemented once they go into effect,\" Rasgon wrote. \"We should know more once the actual 232 investigation results are published.\"","news_type":1,"symbols_score_info":{"AMD":1.1,"TSM":1.1,"MU":1.1,"ASML":1.1}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931590724,"gmtCreate":1662475785369,"gmtModify":1676537069041,"author":{"id":"3578404571421366","authorId":"3578404571421366","name":"iChinook","avatar":"https://static.tigerbbs.com/b56aefef3b0bd60e7cedbadf8c7e5a57","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578404571421366","idStr":"3578404571421366"},"themes":[],"htmlText":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop&nbsp;Mop m olopmpmm mom lm poplpm pop emplomo lmko &nbsp;pop m lol mookm lm lm lo ok on p/m no &nbsp;pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok &nbsp;momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl&nbsp;I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l &nbsp;mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm &nbsp;my lolmo","listText":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop&nbsp;Mop m olopmpmm mom lm poplpm pop emplomo lmko &nbsp;pop m lol mookm lm lm lo ok on p/m no &nbsp;pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok &nbsp;momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl&nbsp;I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l &nbsp;mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm &nbsp;my lolmo","text":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop Mop m olopmpmm mom lm poplpm pop emplomo lmko pop m lol mookm lm lm lo ok on p/m no pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm my lolmo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9931590724","repostId":"2265570161","repostType":2,"repost":{"id":"2265570161","kind":"news","pubTimestamp":1662436181,"share":"https://ttm.financial/m/news/2265570161?lang=en_US&edition=fundamental","pubTime":"2022-09-06 11:49","market":"us","language":"en","title":"Will Warren Buffett Buy More Apple Stock in Q3?","url":"https://stock-news.laohu8.com/highlight/detail?id=2265570161","media":"TheStreet","summary":"History provides a clue as to whether Warren Buffett may buy or sell Apple stock in Q3. Here are the details.","content":"<html><head></head><body><p>Perhaps the best-known value investor of our time, Warren Buffett is an <b>Apple</b> stock bull. His firm, <b>Berkshire Hathaway</b>, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.</p><p>Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ee72f5897d2d4154bfab1375823b489\" tg-width=\"740\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?</span></p><p><b>Berkshire’s concentrated portfolio</b></p><p>Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.</p><p>However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.</p><p>For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: <b>Bank of America</b> (<b>BAC</b>) at 11%, <b>Coca-Cola</b> (<b>KO</b>) and <b>Chevron</b> (<b>CVX</b>) at 8% each, and <b>American Express</b> (<b>AXP</b>) at 7%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1cb81c1d511c33ef1712f3bb943b698\" tg-width=\"751\" tg-height=\"445\" width=\"100%\" height=\"auto\"/><span>Figure 2: Berkshire&#39;s holdings: AAPL vs. others.</span></p><p><b>Berkshire’s AAPL position: buy low, sell high</b></p><p>There seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.</p><p>The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.</p><p>But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf54fbed8161748af8913626da6e9470\" tg-width=\"855\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Figure 3: Berkshire&#39;s ownership of AAPL since 2Q&#39;20.</span></p><p>Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.</p><p>Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.</p><p>The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a09a6d75302cc1ebc9483f448222fb\" tg-width=\"810\" tg-height=\"555\" width=\"100%\" height=\"auto\"/><span>Figure 4: Berkshire&#39;s change in AAPL position vs. change in AAPL price.</span></p><p><b>Buffett: unlikely to accumulate AAPL in Q3</b></p><p>If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.</p><p>In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.</p><p>Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Warren Buffett Buy More Apple Stock in Q3?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Warren Buffett Buy More Apple Stock in Q3?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265570161","content_text":"Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?Berkshire’s concentrated portfolioBerkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: Bank of America (BAC) at 11%, Coca-Cola (KO) and Chevron (CVX) at 8% each, and American Express (AXP) at 7%.Figure 2: Berkshire's holdings: AAPL vs. others.Berkshire’s AAPL position: buy low, sell highThere seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.Figure 3: Berkshire's ownership of AAPL since 2Q'20.Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.Figure 4: Berkshire's change in AAPL position vs. change in AAPL price.Buffett: unlikely to accumulate AAPL in Q3If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":1,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9931590724,"gmtCreate":1662475785369,"gmtModify":1676537069041,"author":{"id":"3578404571421366","authorId":"3578404571421366","name":"iChinook","avatar":"https://static.tigerbbs.com/b56aefef3b0bd60e7cedbadf8c7e5a57","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578404571421366","idStr":"3578404571421366"},"themes":[],"htmlText":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop&nbsp;Mop m olopmpmm mom lm poplpm pop emplomo lmko &nbsp;pop m lol mookm lm lm lo ok on p/m no &nbsp;pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok &nbsp;momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl&nbsp;I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l &nbsp;mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm &nbsp;my lolmo","listText":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop&nbsp;Mop m olopmpmm mom lm poplpm pop emplomo lmko &nbsp;pop m lol mookm lm lm lo ok on p/m no &nbsp;pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok &nbsp;momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl&nbsp;I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l &nbsp;mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm &nbsp;my lolmo","text":"Ploloppm L mm lpp pop onI'm pklp myomplommlo mom pLmlmlol l myL pop Mop m olopmpmm mom lm poplpm pop emplomo lmko pop m lol mookm lm lm lo ok on p/m no pop popLolPlmplmp OMo pool lopom pop popo mlLmlploll l lo moo mm MMO m lol m mm mommop ml l mop ok momelette km Mom mlomplom lo oOk polo lmopl l lo mommmlmlpmo Mom mop l llllo mloplmlp m to lm mompm lo lLmMoplOl I lolOk mom pLmlmllolL ml mopp lol mmoolo mop l mm omooo lo l pop p mom l lookoplmplo polo lm LLm mll mom pommm KL ppm my lolmo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9931590724","repostId":"2265570161","repostType":2,"repost":{"id":"2265570161","kind":"news","pubTimestamp":1662436181,"share":"https://ttm.financial/m/news/2265570161?lang=en_US&edition=fundamental","pubTime":"2022-09-06 11:49","market":"us","language":"en","title":"Will Warren Buffett Buy More Apple Stock in Q3?","url":"https://stock-news.laohu8.com/highlight/detail?id=2265570161","media":"TheStreet","summary":"History provides a clue as to whether Warren Buffett may buy or sell Apple stock in Q3. Here are the details.","content":"<html><head></head><body><p>Perhaps the best-known value investor of our time, Warren Buffett is an <b>Apple</b> stock bull. His firm, <b>Berkshire Hathaway</b>, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.</p><p>Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ee72f5897d2d4154bfab1375823b489\" tg-width=\"740\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?</span></p><p><b>Berkshire’s concentrated portfolio</b></p><p>Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.</p><p>However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.</p><p>For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: <b>Bank of America</b> (<b>BAC</b>) at 11%, <b>Coca-Cola</b> (<b>KO</b>) and <b>Chevron</b> (<b>CVX</b>) at 8% each, and <b>American Express</b> (<b>AXP</b>) at 7%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1cb81c1d511c33ef1712f3bb943b698\" tg-width=\"751\" tg-height=\"445\" width=\"100%\" height=\"auto\"/><span>Figure 2: Berkshire&#39;s holdings: AAPL vs. others.</span></p><p><b>Berkshire’s AAPL position: buy low, sell high</b></p><p>There seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.</p><p>The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.</p><p>But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf54fbed8161748af8913626da6e9470\" tg-width=\"855\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Figure 3: Berkshire&#39;s ownership of AAPL since 2Q&#39;20.</span></p><p>Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.</p><p>Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.</p><p>The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a09a6d75302cc1ebc9483f448222fb\" tg-width=\"810\" tg-height=\"555\" width=\"100%\" height=\"auto\"/><span>Figure 4: Berkshire&#39;s change in AAPL position vs. change in AAPL price.</span></p><p><b>Buffett: unlikely to accumulate AAPL in Q3</b></p><p>If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.</p><p>In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.</p><p>Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Warren Buffett Buy More Apple Stock in Q3?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Warren Buffett Buy More Apple Stock in Q3?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265570161","content_text":"Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?Berkshire’s concentrated portfolioBerkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: Bank of America (BAC) at 11%, Coca-Cola (KO) and Chevron (CVX) at 8% each, and American Express (AXP) at 7%.Figure 2: Berkshire's holdings: AAPL vs. others.Berkshire’s AAPL position: buy low, sell highThere seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.Figure 3: Berkshire's ownership of AAPL since 2Q'20.Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.Figure 4: Berkshire's change in AAPL position vs. change in AAPL price.Buffett: unlikely to accumulate AAPL in Q3If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":1,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465432660988160,"gmtCreate":1754656277823,"gmtModify":1754656281492,"author":{"id":"3578404571421366","authorId":"3578404571421366","name":"iChinook","avatar":"https://static.tigerbbs.com/b56aefef3b0bd60e7cedbadf8c7e5a57","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578404571421366","idStr":"3578404571421366"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465432660988160","repostId":"1122138425","repostType":2,"repost":{"id":"1122138425","kind":"news","pubTimestamp":1754609108,"share":"https://ttm.financial/m/news/1122138425?lang=en_US&edition=fundamental","pubTime":"2025-08-08 07:25","market":"us","language":"en","title":"Chip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff","url":"https://stock-news.laohu8.com/highlight/detail?id=1122138425","media":"Yahoo Finance","summary":"Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%;...","content":"<div>\n<p>Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Jump After Trump Says Some Chipmakers Exempt From 100% Semiconductor Tariff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","TSM":"台积电","MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://finance.yahoo.com/news/nvidia-chip-stocks-jump-after-trump-says-some-chipmakers-exempt-from-100-semiconductor-tariff-160256842.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122138425","content_text":"Chip stocks climbed on Thursday after President Trump said he'll exempt companies from his planned semiconductor tariffs if they have committed to making their chips in the US.AMD up 5%; TSMC up 4%; ASML up 3%; Micron and Applied Materials up 2%.“We'll be putting a tariff of approximately 100% on chips and semiconductors,” Trump said during a press conference at the Oval Office Wednesday afternoon. “But if you're building in the United States of America, there's no charge.”“If you've made a commitment to build or if you're in the process of building, as many are, there is no tariff.”Most of the world's advanced chips are produced by leading contract chip manufacturer TSMC (TSM) in Taiwan, but the company has been building out its capacity in Arizona with a $165 billion investment, exempting it from Trump's tariffs. Tech companies have rushed to announce investments in their US manufacturing footprint in the hopes of avoiding Trump’s trade war wrath. So far, Nvidia has committed to producing $500 billion of AI infrastructure in the US. Micron made a similar $200 billion commitment. Texas Instruments (TXN) has said it’s spending $60 billion to bolster its manufacturing capacity in the US.Citi analyst Christopher Danely said the exemptions mean the semiconductor tariff will have “minimal impact … as US-based semiconductor companies with in-house fabs have operations in the US and fabless companies can commit to using TSMC, Samsung, GFS which have operations in the US.”“Fabs” refer to factories where chips are produced, and “fabless” companies outsource production of their chips to contract manufacturers such as TSMC, Samsung (005930.KS), and GFS (GFS). Companies with in-house fabs include Intel (INTC), Micron, and Texas Instruments. Nvidia, AMD, Broadcom, and Qualcomm (QCOM) are fabless.Morgan Stanley (MS) analyst Joseph Moore echoed Danely's sentiment, writing in a note to clients Thursday, “To some degree this outcome would be something of a relief.”“Yes, 100% tariffs are unpalatable but if companies are given time to restore them, the real tax is just the higher cost of building chips in the United States,\" he wrote. \"The biggest fear was that such a tariff would be implemented immediately.”Still, Bernstein analyst Stacy Rasgon noted that there are questions surrounding how the tariffs would be applied, making it hard to determine their impact. He explained that most semiconductors are imported once they’re already inside other products, and the US “does not import a ton of raw chips\" — $45 billion worth in 2024 — and it’s unclear whether duties would just apply to raw semiconductors or also to products containing them.The US Department of Commerce did not immediately respond to Yahoo Finance’s request for comment. Further details about the tariffs will be revealed when the agency publishes its findings from an investigation into US semiconductor imports it launched in April under Section 232 of the Trade Expansion Act, which empowers the president to restrict imports of products related to national security.\"Trump’s public statements often lack detail and nuance, so at this point we do not know exactly how the new rules will be implemented once they go into effect,\" Rasgon wrote. \"We should know more once the actual 232 investigation results are published.\"","news_type":1,"symbols_score_info":{"AMD":1.1,"TSM":1.1,"MU":1.1,"ASML":1.1}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}