Goldman Sachs Lowers Forecasts on High Memory Costs

Goldman Sachs has revised down some of its forecasts due to rising memory costs. The bank noted that cost pressures, particularly for companies operating in the semiconductor sector, may persist longer than expected. This could negatively impact profitability in the short term. Analysts emphasized that high memory prices are especially affecting firms producing data center and artificial intelligence hardware. Goldman Sachs expects these cost increases to compress company margins and challenge growth expectations. The revised forecasts point to downward pressure on stock valuations for some players in the sector. The bank stated that the rise in memory costs may continue due to supply constraints and increasing demand. This makes cost management critical, particularly for semiconductor manufacturers and technology hardware companies. Goldman Sachs advised investors to closely monitor the cost structures of companies in these sectors. This is not investment advice.

📊 GS — Piyasa Yorumu

▼ down · 65%

The news headline indicates that Goldman Sachs has lowered its forecasts due to high memory costs. This situation could negatively impact the company's profitability and may put pressure on the stock price in the short term. In technical indicators, although the RSI is in neutral territory at 51, the MACD remains below the signal line and the stock is trading below the SMA20, signaling weakening momentum. The recent close below the SMA20 and the MACD falling below the signal line support a bearish trend. However, the stock's 1.68% rise in the last 24 hours and its position above the SMA50 suggest that the decline may be limited.

RSI 14

51.5

MACD

8.30

24h Δ

1.68%

📊 AMD — Piyasa Yorumu

▼ down · 65%

Goldman Sachs' downgrade could amplify AMD's profitability concerns stemming from memory costs. Although the stock has fallen 1.86% in the last 24 hours, the RSI remains at 60 and the MACD is in positive territory, suggesting the decline may be limited. Short-term selling pressure could persist, but since technical indicators are not in oversold territory, the downturn is expected to remain controlled. Investors are advised to exercise caution following this news and monitor support levels.

RSI 14

60.4

MACD

5.12

24h Δ

-1.86%

📊 NVDA — Piyasa Yorumu

▼ down · 65%

Goldman Sachs' downgrade news could create short-term pressure on NVDA stock. Although the RSI at 58 indicates a neutral zone in technical indicators, the MACD above its signal line maintains a bullish trend. However, the 0.8% decline in the last 24 hours and the negative news may weaken momentum. While being above SMA20 and SMA50 provides medium-term support, a short-term decline is possible due to the news impact. Investors are advised to remain cautious and monitor support levels.

RSI 14

58.1

MACD

0.57

24h Δ

-0.81%

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