$Lam Research(LRCX.US), $Aehr Test(AEHR.US) both dropped around four points, while $Applied Materials(AMAT.US) and $Synopsys(SNPS.US) saw slight declines 😪
Equipment and EDA stocks fared relatively well amidst the chain-wide panic, as the logic of increased capital expenditure by major customers continues to provide support.
The real divergence between bulls and bears lies in next year's orders. Before the earnings season provides guidance, the sector is oscillating in this "can't fall much, can't rise much" range.
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