US Brings Back Semiconductor Manufacturing: Statement from Howard Lutnick

The news signals a policy in the US to encourage semiconductor production, which could be perceived positively for sector leaders like NVDA. Technical indicators also support this optimism: the RSI at 64 maintains an upward trend without entering overbought territory, the MACD is positive and above the signal line. The price is trading above the 20- and 50-day moving averages and has gained 3.8% in the last 24 hours. However, although there is no overbought signal in the short term, profit-taking may occur if the rally accelerates. Therefore, a cautiously optimistic view can be adopted.

The news signals a positive policy direction toward bringing semiconductor manufacturing back to the US. AMD's 10.6% rise in the last 24 hours and RSI at 60 suggest short-term buying pressure may continue. Although the MACD remains below the signal line, the price trading near the 20-day moving average and above the 50-day moving average is technically supportive. However, since the stock has not yet entered overbought territory, there is a risk of limited upside. Overall, an upward trend can be expected in the short term.

Although the news signals a policy direction to increase semiconductor production in the US, TSMC's stock price fell 3.4% in the last 24 hours, with technical indicators pointing to weakness. The RSI is at 44, in the neutral-to-bearish zone, while the MACD is trading negatively below the signal line. With the price closing below the 20- and 50-day moving averages, short-term pressure may persist. The positive impact of the news could be limited, and an upward move appears difficult unless the downtrend is broken.

The news signals a policy to incentivize semiconductor production in the US, which could be perceived positively for domestic manufacturers like INTC. Technically, while the stock has risen over 10% in the last 24 hours, the RSI at 54 remains in neutral territory, and the MACD continues to stay below the signal line. The price is trading just below the 20-day moving average (122.62), indicating potential resistance in the short term. A short-term upward move may be expected due to the news impact, but caution is warranted regarding the sustainability of the rally, as the stock has not entered overbought territory and momentum remains limited.