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67/100 Bearish 15.07.2026 · 16:30 Finrend AI ⏱ 1 dk 👁 3 TR

AI Hardware Rally Reverses for Dell, Micron, and SanDisk

Stocks that had been rising on expectations of strong demand for AI hardware experienced a sudden reversal. Shares of companies such as Dell Technologies, Micron Technology, and SanDisk declined as investors moved to take profits. This downturn has raised concerns that the AI-driven hardware rally may be temporary. Market analysts suggest that demand for AI chips and data center equipment may have been overpriced in recent weeks. The sharp decline in shares of companies like Dell and Micron is interpreted as a correction signal for excessive optimism in the sector. SanDisk's similar trend reveals the fragility of investor sentiment toward AI hardware. Despite the overall decline in technology indices, some analysts argue that this movement is a temporary correction. They state that the long-term growth potential of the AI sector remains intact, but short-term overvaluations need to normalize. Investors will closely monitor the financial results and industry news that companies will announce in the coming days. These developments raise questions about the sustainability of demand for AI hardware, prompting market participants to adopt a more cautious stance. While stock volatility is expected to continue, investors are advised to prioritize risk management. This is not investment advice.

📊 AMD — Piyasa Yorumu

▼ down · 70%

AMD shares fell 7.4% in the last 24 hours, closing at $511.35. The RSI is approaching oversold territory at 33.1, while the MACD continues to generate a sell signal. The price is trading below both the 20-day ($542.5) and 50-day ($537.8) moving averages. News headlines indicate a reversal of the AI hardware rally, pointing to sector-wide selling pressure. The short-term downtrend is expected to persist.

RSI 14
33.1
MACD
-4.85
24h Δ
-7.40%

📊 DELL — Piyasa Yorumu

▼ down · 70%

The news headline indicates a reversal in the AI hardware rally, creating a negative sentiment across the sector. Technical indicators support this view: although the RSI is approaching the oversold region at 30, the MACD remains well below the signal line and in negative territory, pointing to strong bearish momentum. The price is trading significantly below both the 20-day and 50-day moving averages, with a sharp decline of 11.5% in the last 24 hours. While a short-term recovery is unlikely, oversold conditions may lead to some sideways trading or a weak rebound.

RSI 14
30.2
MACD
-6.53
24h Δ
-11.58%

📊 MU — Piyasa Yorumu

▼ down · 70%

Micron Technology (MU) shares experienced a sharp decline of 10.6% amid news that the AI hardware rally has reversed. Although the RSI has entered oversold territory at 28.6, the MACD line remains well below the signal line and in negative territory, suggesting that bearish momentum could persist in the near term. The stock is trading below both its 20-day (948) and 50-day (960) moving averages, further weakening the technical outlook. While selling pressure may continue in the short term, a potential rebound is possible given the oversold conditions.

RSI 14
28.6
MACD
-17.01
24h Δ
-10.59%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The headline indicates that the AI hardware rally has reversed, pointing to selling pressure across the sector. NVDA's latest close was $206.31, with a 24-hour change of -1.08%, confirming weakness. Although the RSI at 47.38 is in neutral territory, the MACD remains below the signal line and the stock is trading below the SMA20 (208.09). In the short term, this combination of technical and news factors suggests that a downward move may continue.

RSI 14
47.4
MACD
1.28
24h Δ
-1.08%
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