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Here's the stock-market playbook for the August 1 tariff deadline

  • President Donald Trump set an August 1 deadline for tariffs, causing market volatility.
  • Experts suggest being bullish on US copper producers and tech companies manufacturing semiconductors domestically.
  • Sectors like Consumer Discretionary and Technology face risks from ongoing trade war, with companies exposed to China being vulnerable.
  • Recommendations include scaling back on big tech investments like Nvidia, Apple, and Qualcomm before the tariff deadline.

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