US Energy Companies Struggle with Equipment Supply Amid Data Center Demand
📊 GOOGL — Piyasa Yorumu
■ neutral · 60%Although the news focuses on supply constraints in the energy sector, it could indirectly affect data center investments by major technology companies such as GOOGL. Technical indicators present mixed signals: the RSI is neutral at 48.5, while the MACD remains below the signal line, suggesting short-term weakness. The price is trading below the 20-day SMA (364.89) but holds above the 50-day SMA (359.60). Despite a 0.92% gain in the last 24 hours, momentum remains limited, making it difficult to determine a clear direction.
📊 AEP — Piyasa Yorumu
▼ down · 60%The news indicates that increasing demand in the energy sector is causing supply chain disruptions. This situation can be interpreted as short-term cost pressure and operational difficulties. Technical indicators also point to weakness: RSI at 40.8 is near the sell zone, MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The 1.3% decline in the last 24 hours further confirms negative momentum. Therefore, the downtrend is expected to continue in the short term.
📊 DUK — Piyasa Yorumu
■ neutral · 60%The news highlights growing data center demand in the energy sector, but the short-term impact on DUK stock may be limited. Technical indicators are weak: RSI at 43 is neutral, MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The recent 1.15% decline confirms current weakness. While the news is positive, the technical picture offers no clear direction, so a sideways trend is expected in the near term.
📊 SO — Piyasa Yorumu
■ neutral · 60%The news highlights a supply shortage of equipment linked to data center demand in the energy sector. This situation could create near-term uncertainty for energy companies such as SO. Technical indicators present a neutral picture: the RSI at 44.9 is near the oversold zone, the MACD is below the signal line, and the price is below the 20-day moving average. However, the price remains above the 50-day moving average and the MACD is hovering near zero, reducing expectations of a sharp decline. Therefore, the short-term direction is not clear.