Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday April 13th, and I'm your host, Kim Kahn.

For those of you wondering where we stand this week with tariffs,

where am I? I'm in Boise, Idaho. No, no, no, wait a minute. I'm in Anchorage, Alaska.

No, no, no, wait. I'm in Casper, Wyoming. I'm in the lobby of a Howard Johnson's, and I'm wearing a pink

carnation. That pretty much sums it up. President Donald Trump said he will provide an update on the administration's

proposed semiconductor tariffs on Monday. Last Friday, the Trump administration excluded smartphones,

computers, and other popular consumer electronics from reciprocal tariffs. The exclusions

include computer semiconductors and equipment used to manufacture semiconductors. The exclusions,

published by the U.S. Customs and Border

Protection Agency, follow Trump's moves to impose 145% tariffs on products from China and 10% baseline

tariffs on almost every other nation. The 20 categories listed in the notice are exempt from 125%

tariffs on Chinese imports and 10% baseline tariffs on

other countries. Goods from China will still face a 20% tariff, a levy imposed to force

Beijing to crack down on fentanyl. The exemptions are applicable to popular electronic items,

such as smartphones, laptops, computers, computer processors, memory chips, flat panel TV displays,

solar cells, and hard drives.

The guidance should provide some respite for smartphone manufacturers like Apple and Samsung,

A&I major in Nvidia, server makers like Super Micro and Hewlett Packard Enterprises, computer

makers like Dell and HP, and chip makers like

Taiwan semiconductor manufacturing. Tech bull Dan Ives, who slashed price targets for the magnificent

...