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67/100 Bearish 25.06.2026 · 17:28 Finrend AI ⏱ 1 dk 👁 5 TR

Dell Shares Fall 6% While Western Digital Rises 5%: Memory Market Splits AI Hardware Trade

The revival in the memory sector within the AI hardware trade has led to divergent movements for different companies. Dell Technologies shares fell 6%, while Western Digital shares rose 5%. This divergence indicates that the surge in AI-driven memory demand is affecting industry players differently. The decline in Dell is attributed to investor concerns over margin pressures on the company's AI server and storage solutions. In contrast, Western Digital gained as demand for NAND flash and HDD products is supported by AI data centers. The recovery in memory prices, particularly in the NAND segment, has positively impacted Western Digital's revenues. Analysts note that memory manufacturers are in a more advantageous position compared to system integrators in the AI hardware trade. While companies like Dell struggle to maintain profit margins amid competition in the AI server race, memory suppliers like Western Digital benefit from price increases. This reveals that AI investments do not create homogeneous growth across the sector. Market observers suggest that if the memory boom continues, Western Digital and similar companies may sustain their gains, but Dell needs to make more effort to convert its AI infrastructure investments into profitability. In the coming period, this divergence in the AI hardware trade is expected to deepen. This is not investment advice.

📊 MU — Piyasa Yorumu

■ neutral · 60%

Although MU shares closed up 2.57% in the last session, the RSI is approaching 70, indicating overbought territory. News headlines show that the memory market is divided on AI hardware trade, with Dell's decline signaling weakness. While the MACD remains bullish, these mixed signals make it difficult to determine a clear direction in the short term. Therefore, a sideways trend is expected over the next 1-3 days.

RSI 14
70.0
MACD
25.19
24h Δ
2.57%

📊 DELL — Piyasa Yorumu

▼ down · 70%

Dell shares have fallen 3% in the last 24 hours, with headlines referencing a 6% decline, indicating sustained selling pressure. The RSI has dropped to 41.8, below the neutral zone, reflecting weakening momentum. The MACD line remains below the signal line and in negative territory, confirming a short-term bearish trend. The price is trading below both the 20-day (423.57) and 50-day (420.10) moving averages, suggesting a deteriorating technical structure. Fragmentation in the memory market and uncertainty in AI hardware trading may hinder Dell's near-term recovery.

RSI 14
41.8
MACD
-3.03
24h Δ
-2.98%

📊 WDC — Piyasa Yorumu

■ neutral · 60%

The news headline indicates that Western Digital rose 5% amid a split in AI hardware trade within the memory market. However, technical indicators present mixed signals: the RSI is neutral at 50.9, the MACD is below zero but above its signal line, and the price is above the SMA20 but below the SMA50. The recent 8.8% decline at the last close may have created short-term pressure. Therefore, it is difficult to determine a clear direction, and it would be more appropriate to wait for the market to react.

RSI 14
50.9
MACD
-7.30
24h Δ
-8.83%
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