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72/100 Bullish 03.07.2026 · 15:41 Finrend AI ⏱ 1 dk 👁 6 TR

UBS: AI Infrastructure Stocks Outpace Big Tech Companies

UBS research team forecasts that value creation in the AI infrastructure sector will increase by 600% over four years. This growth is described as an 'extraordinary' leap compared to the 100% increase expected from big tech companies (hyperscalers) over the same period. According to the research, AI infrastructure stocks have undergone a significant transformation, surpassing big tech companies in value creation. This shift has been triggered by accelerated investments in AI technologies and rising infrastructure demand. UBS analysts note that the growth potential of the AI infrastructure sector exceeds that of big tech companies' cloud computing and data center investments. This is drawing investors' attention to AI infrastructure stocks. The sector's transformation is supported by the proliferation of AI applications and businesses' digital transformation efforts. UBS expects this trend to continue in the coming years, with AI infrastructure stocks maintaining a leading position in value creation. This is not investment advice.

📊 JST — Piyasa Yorumu

■ neutral · 60%

Although the news headline focuses on AI infrastructure stocks, the direct impact on JST, being a cryptocurrency, may be limited. Technical indicators show the RSI at 66, in neutral territory, while the MACD signals upward momentum. The price is trading above both the 20-day and 50-day moving averages, suggesting short-term upside potential. However, since the news will only indirectly affect the crypto market, a clear direction is difficult to determine. Therefore, a sideways trend is expected in the short term.

RSI 14
66.3
MACD
0.00
24h Δ
1.93%

📊 NVDA — Piyasa Yorumu

▲ up · 60%

The news headline indicates that AI infrastructure stocks have outperformed major technology companies, which could serve as a positive catalyst for NVDA. On the technical indicators, the RSI stands at 44.6, remaining in neutral territory and not approaching oversold levels, suggesting room for an upward move in the short term. The MACD line is below the signal line and in negative territory; however, despite the price trading below the SMA20 and SMA50, a 0.42% increase over the last 24 hours could be interpreted as a recovery signal. Overall, the news support and slight improvement in technical indicators offer limited upside potential in the short term.

RSI 14
44.6
MACD
-0.81
24h Δ
0.42%

📊 AMD — Piyasa Yorumu

▼ down · 65%

AMD shares fell 3.5% in the last 24 hours, closing at $518.26. The RSI is approaching the oversold zone at 39.3, while the MACD line remains below the signal line and in negative territory. The price is trading below both the 20-day (547) and 50-day (533) moving averages. Although news headlines suggest AI infrastructure stocks are outperforming big tech, AMD's current technical indicators point to a weak short-term outlook. Therefore, the likelihood of a continued downward trend in the near term is high.

RSI 14
39.3
MACD
-7.45
24h Δ
-3.52%

📊 TSM — Piyasa Yorumu

▼ down · 70%

TSM shares fell 3.66% in the last session, trading at 434.47. While the RSI at 39 approaches oversold territory, the MACD at -4.38 remains below the signal line and in negative territory. The stock trading below its 20-day simple moving average (451.87) and 50-day average (445.13) indicates short-term weakness. Although news headlines offer a positive outlook for AI infrastructure stocks, TSM's current technical indicators support a bearish trend. Therefore, the likelihood of continued downward movement in the short term is high.

RSI 14
39.0
MACD
-4.38
24h Δ
-3.66%
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