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71/100 Bullish 20.07.2026 · 09:20 Finrend AI ⏱ 1 dk 👁 8 TR

New Trend in AI Investments: Infrastructure Companies Take the Lead

Individual investors' preferences in technology stocks are undergoing a significant transformation. Capital that has long been flowing into the 'Magnificent Seven' mega-cap tech stocks is now shifting toward companies focused on artificial intelligence infrastructure. In this context, chip manufacturers, data center operators, memory technology firms, and cloud service providers are becoming the new favorites of investors. Analysts suggest that the winners in the AI race may not be the trillion-dollar mega-cap tech companies, but rather the firms providing the infrastructure. This shift is driven by the critical importance of infrastructure investments as the AI ecosystem grows. Market observers note that investors' previous intense interest in big tech stocks is now pivoting toward AI infrastructure as the need for it increases. Companies offering the hardware and services necessary for training and running AI models are among those capturing the largest share of capital inflows. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 70%

NVIDIA (NVDA) shares fell 4.3% in the last 24 hours, closing at $202.64. While the RSI at 38.7 approaches oversold territory, the MACD line remains below the signal line and in negative territory, confirming weak momentum. The price is trading below both the 20-day ($206.92) and 50-day ($206.90) moving averages. News headlines suggest that AI investments are shifting toward infrastructure companies, potentially reducing demand for chipmakers like NVIDIA. Short-term selling pressure is likely to persist.

RSI 14
38.7
MACD
-1.10
24h Δ
-4.32%

📊 AMD — Piyasa Yorumu

▼ down · 70%

AMD shares have declined 10.5% in the last 24 hours, falling to 495.5. While the RSI at 38.5 approaches oversold territory, the MACD remains negative and below its signal line. Trading below the 20- and 50-day moving averages indicates short-term weakness. Although news headlines emphasize a shift toward AI infrastructure companies, AMD's recent downtrend and negative technical signals suggest that selling pressure may persist in the near term.

RSI 14
38.5
MACD
-10.88
24h Δ
-10.52%

📊 AVGO — Piyasa Yorumu

▼ down · 70%

AVGO shares have fallen 5.9% in the last 24 hours, with the RSI approaching oversold territory at 34.6. However, the MACD continues to give a sell signal. The stock is trading below both its 20-day (380.36) and 50-day (389.27) moving averages, indicating short-term weakness. While news headlines highlight interest in AI infrastructure, AVGO's current technical structure remains bearish. Short-term selling pressure is likely to persist, with the price potentially slipping below the 370 level.

RSI 14
34.6
MACD
-5.04
24h Δ
-5.91%

📊 ARM — Piyasa Yorumu

■ neutral · 60%

Although ARM stock has fallen 6.1% in the last 24 hours, its RSI of 44 indicates it has not yet entered oversold territory. While the MACD line remains below the signal line, the narrowing gap suggests weakening bearish momentum. The price is trading near the 20-day moving average but remains below the 50-day average, limiting short-term recovery potential. Despite news headlines highlighting interest in AI infrastructure, this may provide indirect support for chip design firms like ARM but should not be viewed as a direct catalyst. In the near term, a sideways trend or limited recovery is expected.

RSI 14
44.3
MACD
-6.02
24h Δ
-6.14%
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