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65/100 Bullish 09.07.2026 · 08:52 Finrend AI ⏱ 1 dk 👁 8 TR

BlackRock Executive: AI Spending Sustainable for Another 2-3 Years

Helen Jewell, an executive at BlackRock Inc., stated that technology giants' spending commitments in artificial intelligence (AI) could sustain the investment theme around this technology for another two to three years. Jewell noted that during this period, although major tech companies' cash flows may gradually turn negative and they may start borrowing to finance infrastructure investments, AI spending will remain steady. According to Jewell's assessment, while intensive investments in AI infrastructure create temporary pressure on companies' balance sheets, these spending levels are expected to be maintained given the long-term returns. Capital expenditures (capex) in areas such as cloud computing, data centers, and AI model training are projected to remain high in the coming years. The BlackRock executive emphasized that tech companies turning to debt markets to finance AI investments reflects confidence in the growth potential of this field. Jewell said, 'Companies prefer to borrow rather than cut spending because they believe AI will provide a competitive advantage.' These comments indicate that despite concerns that AI investments could impact short-term profitability, the sector's long-term growth story remains intact. While investors remain cautious about temporary cash flow challenges at AI-focused companies, large fund managers like BlackRock view this period as an opportunity. This is not investment advice.

📊 BLK — Piyasa Yorumu

■ neutral · 60%

BLK shares are trading below the 20-day moving average (1000.34), with the RSI at 45.8, indicating a neutral zone. The MACD is below the signal line and negative, pointing to short-term weakness. Although news suggests that AI spending is sustainable, this may already be priced in. With technical indicators not providing a clear direction, a sideways trend can be expected in the short term.

RSI 14
45.8
MACD
-0.30
24h Δ
-0.12%

📊 NVDA — Piyasa Yorumu

▲ up · 65%

The news highlights that artificial intelligence spending remains sustainable, serving as a positive catalyst for AI-focused stocks such as NVDA. Technical indicators support this view: the RSI at 67 is not yet in overbought territory, the MACD is above its signal line and positive, and the price is trading above both the 20-day and 50-day moving averages. The 5.36% gain over the past 24 hours indicates strong momentum. However, in the short term, the upside may be limited due to overbought risks and potential profit-taking.

RSI 14
67.3
MACD
1.78
24h Δ
5.36%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

Although the news indicates that artificial intelligence spending is sustainable, AMD's stock presents a technically weak outlook. The price is trading below the 20-day and 50-day moving averages, and the MACD is giving a sell signal. Despite the RSI being at 45, momentum has not yet recovered. In the short term, the positive impact of the news may be limited, and the price is expected to consolidate at current levels.

RSI 14
45.7
MACD
-7.17
24h Δ
0.49%

📊 AVGO — Piyasa Yorumu

▲ up · 70%

The news provides a positive signal regarding the sustainability of artificial intelligence spending, supporting long-term demand expectations for semiconductor companies such as Broadcom. Technical indicators also reflect this optimism; the RSI remains at 61, maintaining an upward trend without entering overbought territory, while the MACD line shows positive momentum above the signal line. The price is trading above both the 20-day and 50-day moving averages, recording a strong 7.8% increase in the last 24 hours. In the short term, this positive sentiment is expected to continue, but caution is warranted given the possibility of short-term profit-taking following the recent rally.

RSI 14
61.2
MACD
5.28
24h Δ
7.80%
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