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67/100 Bearish 22.06.2026 · 10:21 Finrend AI ⏱ 1 dk 👁 6 TR

AI Boom Enters New Phase: Nvidia May Not Be the Biggest Winner

The growth in the artificial intelligence sector is transitioning to a new phase. This transformation suggests that some leading companies in the industry may lose their advantages. In particular, while Nvidia has stood out as a major player in the AI hardware market so far, it is noted that it may not be the biggest winner in the new era. In the initial phase of the AI boom, graphics processing units (GPUs) and specialized chips saw high demand. However, as the sector matures, more diverse hardware and software solutions for training and deploying AI models are emerging. This raises questions about Nvidia's market dominance and allows other technology companies to capture share in this space. Analysts emphasize that AI investments are now shifting not only to chip manufacturers but also to companies developing cloud services, data center infrastructure, and AI applications. This expansion increases the growth potential for other firms alongside Nvidia. Investors should closely monitor this shift in the AI ecosystem. In the new phase, Nvidia's current advantages may diminish, while some previously overlooked players could come to the forefront. Market dynamics, technological innovations, and competitive conditions will be key factors determining the winners. This is not investment advice.

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

The news headline suggests that the artificial intelligence boom has entered a new phase, implying that Nvidia may not be the biggest winner, creating a potential negative perception. However, technical indicators present mixed signals: the RSI is neutral at 58, the MACD is positive and above the signal line, and the price is above both the 20-day and 50-day moving averages. The 0.8% decline in the last 24 hours is limited, and the overall trend remains bullish. In the short term, a balance may form between the uncertainty created by the news and the strength of the technical structure, so no clear direction is expected.

RSI 14
58.1
MACD
0.57
24h Δ
-0.81%

📊 AMD — Piyasa Yorumu

▲ up · 60%

The news headline suggests that the artificial intelligence boom has entered a new phase, and Nvidia may not be the biggest winner. This could shift attention to other AI players such as AMD. Technical indicators show that the uptrend remains intact, with the RSI at 60 and the MACD above its signal line, indicating continued momentum. Additionally, the price trading above the 20- and 50-day moving averages supports short-term upside potential. However, a 1.86% decline in the last 24 hours may signal short-term profit-taking, warranting cautious optimism.

RSI 14
60.4
MACD
5.12
24h Δ
-1.86%

📊 AVGO — Piyasa Yorumu

▲ up · 65%

The headline suggests that the artificial intelligence boom has entered a new phase, and Nvidia may not be the biggest winner. This could mean that other AI-focused companies, such as Broadcom, may come to the forefront. Technical indicators show that the stock is in a strong uptrend: the RSI is approaching overbought territory at 69 but is not yet excessive, the MACD is above the signal line and positive, and the price is above both the 20-day and 50-day moving averages. The 4.3% increase in the last 24 hours also signals positive momentum. The uptrend is expected to continue in the short term, but there is some risk of a correction due to the elevated RSI.

RSI 14
69.2
MACD
6.10
24h Δ
4.34%

📊 ARM — Piyasa Yorumu

▲ up · 65%

ARM shares have gained 6.5% in the last 24 hours, displaying a strong upward trend. The RSI at 63.8 is not yet in overbought territory, suggesting further upside potential. Although the MACD remains below the signal line, it is in positive territory, and the price is trading above both the 20-day and 50-day moving averages. A news headline hints that Nvidia may not be the biggest winner in the new phase of the AI boom, drawing attention to alternative players like ARM. In the short term, supported by this positive news and technical outlook, the uptrend is expected to continue.

RSI 14
63.8
MACD
13.90
24h Δ
6.54%
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