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65/100 Bullish 15.06.2026 · 15:18 Finrend AI ⏱ 1 dk 👁 6 TR

Nuveen Manager Focuses on AI 'Picks and Shovels' Infrastructure

Laura Parrott, head of the private bond unit at Nuveen LLC, is turning to 'boring and plain' infrastructure investments that will gain value regardless of the ultimate success of artificial intelligence technology, despite intense interest in data centers and processor chips in global credit markets. Parrott describes the foundational infrastructure supporting this technology as 'picks and shovels,' rather than the core components of the AI ecosystem. Parrott notes that the excitement surrounding the AI revolution is largely focused on data centers and semiconductors, but the real opportunity lies in less conspicuous yet vital infrastructure investments outside these areas. This approach aims to invest in assets that can provide stable returns independent of the AI trend. The Nuveen executive emphasizes that physical infrastructure supporting data centers, such as energy, cooling systems, and fiber optic networks, will be less affected by fluctuations in AI demand. She states that such investments offer lower volatility and stable cash flows compared to technology company stocks. Parrott's strategy involves focusing on 'ordinary' assets that can retain their value even in the event of a potential AI bubble burst. In this context, she argues that funding such infrastructure projects in the private credit market is a safer haven compared to high-demand but risky technology investments. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 65%

The news reflects a positive outlook on AI infrastructure and supports NVIDIA's (NVDA) key role in this sector. Technical indicators confirm the upward trend: RSI at 66.8 is not yet in overbought territory, MACD is above the signal line and positive, and the price is above both the 20-day and 50-day moving averages. The 2.6% gain in the last 24 hours further strengthens momentum. However, I believe the upside may be limited in the short term due to overbought risks and overall market conditions.

RSI 14
66.8
MACD
0.86
24h Δ
2.60%

📊 AMD — Piyasa Yorumu

▲ up · 65%

AMD is being supported by a positive news flow regarding artificial intelligence infrastructure. Technical indicators point to a strong uptrend, with the RSI in overbought territory (73) and above the MACD signal line. The latest close was well above the 20- and 50-day moving averages. However, the overbought RSI increases the risk of a short-term correction or consolidation. Therefore, while the upward trend continues, caution is advisable.

RSI 14
73.3
MACD
17.17
24h Δ
15.68%

📊 ARM — Piyasa Yorumu

▲ up · 65%

ARM shares have recorded a strong rise of over 20% in the last 24 hours. Although the RSI at 70.5 is approaching overbought territory, the MACD being above its signal line and showing positive values suggests that upward momentum could continue. News headlines highlight growing interest in AI infrastructure and ARM's potential in this area. In the short term, the upward trend is expected to persist, but there is also a risk of some profit-taking due to the overbought zone and the current price being well above the 20- and 50-day moving averages.

RSI 14
70.5
MACD
14.98
24h Δ
20.03%

📊 AVGO — Piyasa Yorumu

▲ up · 65%

The news presents a positive outlook for artificial intelligence infrastructure, which could support semiconductor companies such as AVGO. Technically, the stock has risen 4.25% in the last 24 hours, with an RSI of 58.6, indicating a neutral zone without overbought signals. The MACD remains negative but is approaching the signal line, suggesting short-term upside potential. The price is above the 20-day SMA (381.70) and near the 50-day SMA (388.96), indicating increasing momentum. However, due to the negative MACD and the price not yet breaking above the 50-day SMA, the bullish expectation remains limited with moderate confidence.

RSI 14
58.6
MACD
-0.41
24h Δ
4.25%
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