Semiconductor equipment fell quite heavily today. 😰
FormFactor dropped nearly 7%, and Teradyne and Lam Research also followed suit in the decline.
This sector is particularly sensitive to tariff expectations. If there's any uncertainty in the guidance for equipment capital expenditure, valuations will be the first to run.
There are no new fundamental issues with the three companies, but in a highly volatile market, it's hard for stocks like these to hold up.
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