Apple in Talks with Intel and Samsung as Alternatives to TSMC
📊 AAPL — Piyasa Yorumu
■ neutral · 60%The news reflects Apple's efforts to diversify its supply chain, but it is not expected to have a direct catalyst effect in the short term. Technically, the RSI is approaching overbought territory at 68, and the MACD is hovering just above the signal line. Although the price remains above the 20- and 50-day moving averages, the more than 3% increase from the last close could increase the risk of profit-taking in the short term. Therefore, due to directional uncertainty, a neutral view would be more appropriate.
📊 INTC — Piyasa Yorumu
■ neutral · 60%While the news highlights Intel's potential to secure a major client like Apple, it remains in the negotiation stage and is not yet a finalized deal. Technical indicators point to overbought conditions (RSI at 75.4), increasing the likelihood of a short-term correction or consolidation. The sharp 14.8% rally over the past 24 hours suggests the news has been partially priced in. Although the MACD is positive and supports the uptrend, overbought levels and the uncertainty surrounding the deal's completion create ambiguity for near-term direction. Therefore, a neutral short-term outlook appears more probable.
📊 TSM — Piyasa Yorumu
▼ down · 60%The news indicates that Apple is seeking alternatives to TSMC, raising the risk of losing one of its largest customers. Technically, the price closed below the 20-day moving average and fell below the MACD signal line, signaling short-term weakness. Although the RSI is at 54, in neutral territory, the uncertainty created by the news could increase selling pressure. A short-term bearish trend is expected, but confidence is moderate as the search for alternatives is not yet a finalized decision.
📊 GOOGL — Piyasa Yorumu
■ neutral · 60%The news reflects Apple's efforts to diversify its supply chain, but it is not expected to have a direct impact on GOOGL. Technical indicators show the RSI approaching overbought territory at 68, while the MACD remains below its signal line. Despite a 3.8% gain in the last close, momentum may weaken in the short term. Therefore, a neutral stance is adopted due to directional uncertainty.