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80/100 Bullish 17.06.2026 · 14:17 Finrend AI ⏱ 1 dk 👁 4 TR

Goldman's Kaplan: Fed Should Monitor 'Historic' Capital Expenditure Boom

Goldman Sachs Vice Chairman and former Dallas Fed President Robert Kaplan stated that the U.S. is experiencing a 'historic' capital expenditure boom triggered by artificial intelligence and computing power infrastructure. Speaking on Bloomberg's Open Interest program, Kaplan highlighted the magnitude of this investment wave. Kaplan emphasized that the spending surge is shaped by technology companies' intensive investments in data centers and related infrastructure. He noted that this could create significant demand across the economy and increase inflationary pressures. The former Dallas Fed President said the Fed should closely monitor this 'historic' capital expenditure boom. Kaplan stated that the central bank should consider the potential impacts of this investment trend on economic growth and price stability when setting monetary policy. Kaplan's comments come at a time when technology-focused investments are accelerating in the U.S. Growth in areas such as artificial intelligence and cloud computing is leading companies to increase capital expenditures, which is expected to stimulate economic activity. This is not investment advice.

📊 GS — Piyasa Yorumu

■ neutral · 60%

The news headline carries a macroeconomic warning as a Goldman Sachs official states that the Fed should monitor the increase in capital expenditures. This could create uncertainty regarding interest rate policies, but it does not provide a clear directional signal for GS stock directly. In technical indicators, the RSI at 76 indicates overbought territory, and the sharp 8.6% rise in the last 24 hours increases the risk of profit-taking in the short term. The MACD is positive, but momentum may weaken; being above SMA20 and SMA50 supports the medium-term trend. Therefore, a sideways or slightly bearish trend can be expected in the short term.

RSI 14
76.2
MACD
14.98
24h Δ
8.62%

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

The news headline emphasizes that the Fed should monitor the increase in capital expenditures, but it does not contain a direct catalyst for NVDA. Technical indicators show the stock trading just below the 20-day SMA (208.82), with the RSI at 48.68 in neutral territory. The MACD line remains below the signal line, indicating short-term weakness. Despite a 1.65% rise in the last 24 hours, momentum is insufficient to establish a clear direction. Therefore, a sideways trend is expected in the short term.

RSI 14
48.7
MACD
0.62
24h Δ
1.65%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

The news headline emphasizes that the Fed should monitor the increase in capital expenditures, but there is no direct impact on AMD. Technical indicators are giving mixed signals: the RSI is in neutral territory at 52.67, the MACD remains below the signal line, and the price is trading below the 20-day SMA. Despite a 7% rally in the last 24 hours, short-term momentum appears weak. Therefore, it is difficult to determine a clear direction, and the market is expected to consolidate at current levels.

RSI 14
52.7
MACD
5.61
24h Δ
7.01%

📊 TSM — Piyasa Yorumu

▲ up · 60%

TSM stock has risen 4.3% in the last 24 hours and is trading above its 20-day moving average. The RSI stands at 58.7, indicating a neutral zone with no overbought signal. The MACD line remains below the signal line but is in positive territory. The news headline, emphasizing that the Fed should monitor capital expenditures, may signal a favorable macro environment for the semiconductor sector. In the short term, the upward trend is expected to continue, but caution is advised as the MACD remains below the signal line.

RSI 14
58.7
MACD
2.09
24h Δ
4.30%
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