Nvidia: Major Customers Testing Vera Rubin Platform, Chips to Be Deployed in AI Data Centers as Planned
📊 NVDA — Piyasa Yorumu
▲ up · 65%The news indicates that Nvidia's major clients are testing the new Vera Rubin platform, and the chips are expected to be deployed in AI data centers as planned. This could increase confidence in the company's growth potential and product roadmap. Technically, the stock is trading above its 20-day SMA, and the RSI at 54.9 is in neutral territory, suggesting room for upward movement. Although the MACD line is not above the signal line, the convergence trend and positive price momentum support a short-term bullish outlook. However, I believe the upside may be limited due to the price being near the 50-day SMA and the MACD not yet turning positive.
📊 GOOGL — Piyasa Yorumu
■ neutral · 30%Although GOOGL shares closed 3.9% lower in the last session and the RSI at 38.8 is approaching oversold territory, the MACD remains below the signal line in negative territory. While the headline points to a positive development regarding Nvidia's AI platform, this may not have a direct tangible impact on Google's own AI investments or revenues. Technical indicators suggest near-term weakness, while the sector's positive sentiment could provide limited support to the stock. Therefore, it is difficult to determine a clear direction, and the market reaction may remain muted.