https://freerepublic.com/tag/duv/ en-us Tue, 28 Jul 2026 03:46:28 GMT Focus Forum 15 https://freerepublic.com/focus/f-chat/4389607/posts Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC) down with it—following a breaking report by The Information. According to the report, a Shanghai-based,... Yahoo Finance https://freerepublic.com/focus/f-chat/4389607/posts#comment Tue, 28 Jul 2026 03:46:28 GMT