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67/100 Bearish 24.05.2026 · 21:20 Finrend AI ⏱ 1 dk 👁 18 TR

Bad News from Google for Nvidia, Even Worse for CoreWeave and Nebius

Google has announced significant progress in developing its own custom chips, a move that will intensify competition in the artificial intelligence space. This threatens Nvidia's dominance in the AI chip market and could have more serious consequences for companies like CoreWeave and Nebius, which are heavily dependent on Nvidia's chips. Google's step has the potential to reduce costs and increase efficiency in AI hardware. Google's adoption of its own chips could lead to a slowdown in Nvidia's data center revenue. However, the biggest blow may come to companies like CoreWeave and Nebius, which provide services by leasing Nvidia's chips. These companies could face the risk of losing major customers as Google develops its own infrastructure. Google's move once again highlights the importance of vertical integration in the AI sector. By producing its own chips, the company aims to gain a cost advantage and achieve greater control over the supply chain. This could negatively impact Nvidia's market share and increase competition in the industry. Companies like CoreWeave and Nebius may need to develop alternative strategies in response to Google's move. These companies might have to turn to chip manufacturers other than Nvidia or develop their own custom solutions. Otherwise, Google's move in AI could seriously threaten their business models. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

The news headline points to a negative development concerning Google and Nvidia, which could create short-term pressure on GOOGL shares. Technical indicators also confirm weakness: the RSI is near oversold territory at 34.8, but the MACD is below the signal line and in negative territory. The price is trading below both the 20-day and 50-day moving averages, indicating a continued downtrend. The 1.88% decline in the last 24 hours suggests increasing selling pressure. However, the RSI approaching oversold levels limits the possibility of a short-term rebound, so the bearish outlook is expressed with moderate confidence.

RSI 14
34.8
MACD
-2.07
24h Δ
-1.88%

📊 NVDA — Piyasa Yorumu

▼ down · 65%

The news headline points to a negative development for Nvidia, which could put pressure on the stock. Technical indicators also confirm weakness: the RSI at 36.5 is approaching oversold territory, but momentum remains negative. The MACD line is below the signal line and continues its downward trajectory, supporting a short-term bearish trend. The price is trading below the 20- and 50-day moving averages, which may act as resistance. The 3.3% decline in the last 24 hours indicates sustained selling pressure. However, the RSI approaching oversold levels also raises the possibility of a short-term rebound buying opportunity.

RSI 14
36.5
MACD
-1.94
24h Δ
-3.32%

📊 CRWV — Piyasa Yorumu

▼ down · 65%

The news headline suggests that a negative development involving Google and Nvidia will further adversely affect cloud and AI infrastructure companies such as CoreWeave and Nebius. This increases the risk of short-term selling pressure on CRWV. Technical indicators present mixed signals: the RSI is neutral at 51, while the MACD is positive but shows weak upward momentum. Although the price is just above the SMA20, providing short-term support, it remains below the SMA50. Combined with the negative sentiment from the news, this suggests a downward move is more likely. Therefore, I expect a bearish trend in the short term.

RSI 14
51.4
MACD
0.68
24h Δ
5.21%

📊 JST — Piyasa Yorumu

■ neutral · 30%

The news headline points to a negative development in the AI and cloud infrastructure sector, but its direct impact on a crypto asset like JST may be limited. Technical indicators show RSI at 50, indicating neutrality, while MACD is below the signal line, suggesting weak momentum. SMA20 and SMA50 are close to each other, providing no clear short-term directional signal. Although the price has risen slightly in the last 24 hours, the overall outlook remains uncertain. Therefore, it is difficult to form a strong short-term expectation for either an upward or downward move.

RSI 14
50.1
MACD
0.00
24h Δ
1.33%
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