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67/100 Bullish 07.05.2026 · 14:35 Finrend AI ⏱ 1 dk 👁 16 TR

Earnings Reports of Major Cloud Providers: Nvidia Stands Out

The latest earnings reports from hyperscale cloud computing companies have clarified the biggest winner in the sector amid AI and data center investments. During this period, demand for Nvidia's graphics processing units (GPUs) has provided a clear advantage over its competitors. The company's revenues exceeded expectations, driven by increased AI infrastructure spending by cloud giants. Analysts note that demand for Nvidia's H100 and B100 series chips, which are critical for large language models and generative AI applications, was frequently highlighted in cloud providers' earnings calls. This reinforces Nvidia's market dominance in the data center segment. On the other hand, while competitors like AMD and Intel are trying to capture market share in the AI space, Nvidia's competitive advantage, derived from its software ecosystem (CUDA) and hardware optimization, continues to be decisive in cloud providers' preferences. Pre-orders for Nvidia chips from major players such as Microsoft Azure, Amazon Web Services, and Google Cloud indicate that the company will continue to perform strongly in the coming quarters. Investors' confidence has been boosted not only by Nvidia's success this quarter but also by the company's next-generation Blackwell architecture and AI-focused product lineup. However, supply constraints in the sector and geopolitical risks (e.g., export controls on China) are still being closely monitored. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 70%

Nvidia shares have risen 7.4% in the last 24 hours, with the RSI reaching 76, entering overbought territory. The MACD remains above the signal line and positive, indicating strong short-term momentum. The stock is trading above both its 20-day and 50-day moving averages. News headlines highlight Nvidia's prominence in the earnings reports of major cloud providers. However, the overbought RSI level increases the risk of a short-term correction.

RSI 14
76.3
MACD
2.63
24h Δ
7.41%

📊 JST — Piyasa Yorumu

■ neutral · 30%

The news headline indicates that Nvidia has stood out in cloud provider earnings reports, but it does not establish a direct connection with JST. In technical indicators, the RSI is at 52.3, in neutral territory, while the MACD is slightly positive but close to the signal line, providing no clear directional signal. The SMA20 and SMA50 are very close to each other, reinforcing the likelihood of a sideways trend. There has been a slight decline of 0.35% in the last 24 hours, but this does not constitute a meaningful trend. With no significant catalyst in the short term, the price is expected to fluctuate around current levels.

RSI 14
52.3
MACD
0.00
24h Δ
-0.35%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

AMD shares have surged 16.8% in the last 24 hours, pushing the RSI into overbought territory at 81.5. While headlines highlight Nvidia, cloud provider earnings could indirectly create a positive environment for AMD as well. However, technically, overbought conditions and elevated MACD levels increase the risk of profit-taking in the short term. Given the directional uncertainty, a neutral stance is warranted.

RSI 14
81.5
MACD
20.50
24h Δ
16.80%

📊 AVGO — Piyasa Yorumu

▲ up · 60%

The news headline indicates that Nvidia stands out in the earnings reports of major cloud providers. Since AVGO holds a similar position in the cloud infrastructure and semiconductor sector, this positive sentiment may also reflect on AVGO. In technical indicators, the RSI is at 55, in neutral territory, while the MACD is below the signal line but positive. The price is trading above the SMA20 and SMA50, supporting a short-term bullish trend. However, the MACD being below the signal line warrants caution.

RSI 14
55.3
MACD
1.92
24h Δ
0.72%
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