US-China Trade War Escalation: HP, Pure Storage, Sinclair, Jabil, and Arlo Technologies Stocks Plummet

Stocks like HP, Pure Storage, Sinclair, Jabil, and Arlo Technologies plummeted after President Trump's threat of a "massive increase in tariffs" on Chinese imports, reigniting fears of a US-China trade war. The tech sector led losses, with the Nasdaq Composite falling 1.7%. The stocks fell 3.7% to 5.4%, with concerns over disruptions to global supply chains and increased costs for technology companies.

September 12, 2025 - Stocks in the tech sector, including HP (NYSE:HPQ), Pure Storage (NYSE:PSTG), Sinclair (NASDAQ:SBGI), Jabil (NYSE:JBL), and Arlo Technologies (NYSE:ARLO), experienced significant declines today following President Trump's threat of a "massive increase in tariffs" on Chinese imports. This announcement reignited fears of a renewed US-China trade war, sending major indices tumbling and causing widespread concern over potential disruptions to global supply chains and increased costs for technology companies HP, Pure Storage, Sinclair, Jabil, and Arlo Technologies Shares Plummet, What You Need To Know^[1].

The Nasdaq Composite, which is heavily weighted towards tech stocks, fell by 1.7% in the afternoon session. Among the affected companies, HP's shares dropped by 5.4%, Pure Storage by 4.1%, Sinclair by 3.7%, Jabil by 3.7%, and Arlo Technologies by 3.8% HP, Pure Storage, Sinclair, Jabil, and Arlo Technologies Shares Plummet, What You Need To Know^[1].

HP's recent performance has been marked by volatility, with only eight moves greater than 5% over the last year. Today's drop suggests that the market views the trade war threat as significant, though it may not fundamentally alter the company's long-term prospects. Over the past year, HP's stock has experienced its largest single move when it fell 8.2% following weak first-quarter 2025 results. Despite this, HP's shares have fallen 21.1% year-to-date and are currently trading 34.8% below their 52-week high HP, Pure Storage, Sinclair, Jabil, and Arlo Technologies Shares Plummet, What You Need To Know^[1].

The broader implications of the trade war threat extend beyond individual companies. The tech sector's reliance on components and manufacturing from China makes it particularly vulnerable to tariffs and supply chain disruptions. While the market may overreact to news, such events can present opportunities for investors to buy high-quality stocks at reduced prices.