Weekend Update 4/20/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets finish the week lower after Powell’s #Tariffs reality check
📱 Electronics exemption. Last weekend, it appeared electronics would be exempt from higher “reciprocal” #Tariffs. However, it wasn’t a full reprieve with a pending investigation into semiconductor #Tariffs which would likely include electronics.
🇨🇳 Semi export licensing restrictions. #AI names were rocked Wednesday after Nvidia revealed new special export licensing requirements for its H20 #AI processors. The H20 was made for the China #AI market with lower performance to meet prior restrictions.
🚨 Powell’s warning. Powell warned #Tariffs policy would slow growth and increase #Inflation, but in “no hurry” for #RateCuts. Markets freaked out likely expecting more comforting commentary and the Fed to react more. The S&P 500 ends the week down -1.5%.
No Ursa account yet? Download Ursa here!
As of the publish date, Ursa portfolios may own NVDA. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.