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67/100 Bearish 06.05.2026 · 16:26 Finrend AI ⏱ 1 dk 👁 10 TR

AI Chip Stocks, Including Nvidia and AMD, Decline Amid OpenAI Developments

Shares of leading AI chip companies have declined due to developments related to OpenAI. The observed drop in stocks of firms such as Nvidia and AMD reflects investor concerns about competitive dynamics in the AI space and the strategies of tech giants. OpenAI's recent moves have created uncertainty about the future demand for AI chips. Speculation that reliance on AI processors from Nvidia and AMD may decrease has negatively impacted the stock performance of these companies. Investors assess that OpenAI's own chip development efforts could alter the current balance in the sector. Analysts note that intensifying competition in the AI chip market could increase short-term volatility. While it is emphasized that Nvidia and AMD need to offer innovative products to maintain market leadership, the entry of players like OpenAI could put pressure on pricing and demand in the long run. Market participants are closely monitoring the financial results and technology announcements of these companies in the coming period to determine whether this decline in AI chip stocks is a temporary correction or the start of a deeper trend. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 70%

The news headline points to a decline in AI chip stocks triggered by OpenAI-related developments. Technical indicators show the RSI approaching overbought territory at 64, increasing the likelihood of a short-term pullback. Although the MACD remains above zero, the signal line is still in negative territory, suggesting weakening momentum. The price is above the SMA20 but trading near the SMA50, indicating a potential test of support levels. Despite a 3% rise in the last 24 hours, negative news flow and weakening technical indicators suggest a downward move is more probable in the near term.

RSI 14
64.1
MACD
0.12
24h Δ
3.09%

📊 AMD — Piyasa Yorumu

▼ down · 70%

The news headline points to a decline in AI chip stocks, which could directly affect AMD. Technical indicators show the RSI at 81, deep in overbought territory, increasing the likelihood of a short-term correction or profit-taking. While the MACD remains above its signal line, supporting the uptrend, overbought conditions and negative news flow may create short-term pressure. The 16.9% rise over the past 24 hours could lead to a rapid pullback following the news. Therefore, a bearish movement is expected in the short term.

RSI 14
81.2
MACD
13.96
24h Δ
16.89%

📊 AVGO — Piyasa Yorumu

▼ down · 60%

The news headline indicates a general downtrend in AI chip stocks, which could negatively impact AVGO. Technical indicators present a neutral picture; the RSI at 54 is neither overbought nor oversold, the MACD remains just below the signal line, and the price is above the 20-day moving average. In the short term, selling pressure from the news may outweigh technical levels, but current indicators do not signal a strong decline. Therefore, a limited downside is expected.

RSI 14
54.2
MACD
3.10
24h Δ
0.61%

📊 ARM — Piyasa Yorumu

■ neutral · 55%

ARM shares rose 9% in the last 24 hours, trading above both its 20‑ and 50‑day moving averages. The relative strength index (RSI) sits at 77, placing the stock in an overbought zone and suggesting a potential short‑term pullback. The recent decline in AI‑chip names such as Nvidia (NVDA) and AMD (AMD) – driven in part by OpenAI’s influence – has generated a broader negative sentiment toward AI‑focused companies. Since ARM does not directly compete in AI‑chip design, it is not expected to be heavily impacted by this downturn. In the near term, the price is likely to maintain its current uptrend, but the overbought level raises the risk of a correction.

RSI 14
77.0
MACD
4.76
24h Δ
9.42%
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