Reuters reported on Tuesday that Apple's AirPods, Apple Watch and Home Pod are not included in a tariff postponement the White House announced early Tuesday.
A planned tariff on array of electronics, including cellphones and laptops that had been slated to take effect Sept. 1, will be postponed until Dec. 15.
Apple shares rose on Tuesday ending up $8.49, or 4.2%, at $208.97 alongside a broader market rally after the Trump administration announced the reprieve.
Later, however, the administration signaled that a range of wearables, smart speakers, fitness trackers and other goods are not included in the reprieve and will still face a tariff of 10% as of Sept. 1.
Apple Watch and AirPods are the heart of Apple's growing wearables business, which grew "well over 50%" by revenue last quarter according to CEO Tim Cook.
The company has highlighted its wearables and services segments as it aims to reduce its reliance on iPhone sales.
Apple shares have been periodically whipsawed by trade uncertainty and weak performance in mainland China, but are up 27% this year overall.