Meta Evaluates $10 Billion AI Deal with Anthropic

Meta is in talks with Anthropic for a computing deal that could be worth up to $10 billion, as the company seeks to expand its investments in artificial intelligence. The potential agreement aims to provide Meta with access to the high-performance computing resources necessary to develop its AI models. Under the deal, Meta could train and run its own large language models using Anthropic's AI infrastructure. This collaboration could help Meta accelerate its AI capabilities and remain competitive. Anthropic, in turn, would gain a significant revenue stream, allowing it to allocate more resources to AI research. Although not yet finalized, this deal highlights the competition and collaboration among major players in the AI sector. Meta's move underscores the company's commitment to AI and the scale of its investments in this field. This is not investment advice.

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

Although the news points to a major investment in the artificial intelligence sector, it is not a direct catalyst for NVDA. Technical indicators are weak: the RSI is near the oversold zone at 38.7, the MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The 4.3% decline in the last 24 hours confirms short-term pressure. While the news is positive, the direction remains unclear due to weakness and uncertainty in the technical structure.

RSI 14

38.7

MACD

-1.10

24h Δ

-4.32%

📊 AMD — Piyasa Yorumu

▼ down · 70%

AMD shares fell 10.5% in the last 24 hours to $495.5. Although the RSI is approaching oversold territory at 38.5, the MACD and signal line remain in negative territory with downward momentum persisting. Trading below the 20- and 50-day moving averages indicates ongoing short-term weakness. Meta's major AI deal with Anthropic could benefit AMD's competitors like Nvidia, potentially adding further pressure on AMD. Therefore, the short-term downtrend is expected to continue.

RSI 14

38.5

MACD

-10.88

24h Δ

-10.52%

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