Akışa dön
70/100 Bearish 28.07.2026 · 04:31 Finrend AI ⏱ 1 dk 👁 9 TR

AI Tailwind Reverses: Turmoil in the Chip Sector

According to a Reuters report, a shift in momentum in the artificial intelligence (AI) space has caused a notable upheaval in the chip sector. The market is observing investors reassessing their positions as the momentum in AI-focused semiconductor stocks changes direction. This is occurring at a time of heightened uncertainty regarding the future demand for AI chips and data center technologies. The report highlights that investor optimism toward chipmakers, previously seen as key beneficiaries of the AI revolution, is waning. Recent price movements, coupled with concerns over excessive valuations in the sector and intensifying competition, signal that the growth rate in the AI chip market may slow. This strengthens speculation that demand for high-performance processors could be reaching saturation. Analysts note that while technological advancements in AI continue unabated, market expectations have been running ahead of these developments for some time. Investors are adopting a more cautious approach regarding the sustainability of demand for AI chips, leading to increased volatility in the sector. A potential slowdown in AI investments by major technology companies stands out as a significant risk factor for chipmakers. Market participants believe that a more selective approach will be necessary in the AI chip sector going forward. A period is beginning where companies' profitability and growth potential will be more closely monitored. In this context, semiconductor stocks are expected to experience volatile trading in the short term. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

The news headline signals a negative turn in the artificial intelligence sector, which could weigh on technology stocks such as GOOGL. Technically, the stock has declined 5.7% in the last 24 hours, with the RSI at 44.9 in weak territory. The MACD line is below the signal line and in negative territory, suggesting that short-term bearish momentum may continue. Although the price has managed to stay above the 20-day moving average (322.18), it is trading well below the 50-day moving average (337.70). Therefore, I believe downside risks prevail in the near term.

RSI 14
44.9
MACD
-3.16
24h Δ
-5.75%

📊 NVDA — Piyasa Yorumu

▼ down · 70%

The news headline points to a negative turn in the artificial intelligence sector, which could directly impact chip stocks such as NVDA. Technical indicators support this view: although the RSI at 33 is approaching oversold territory, the MACD line remains below the signal line and in negative territory, indicating continued bearish momentum. The price is trading below both the 20-day and 50-day moving averages, with a sharp 8% decline in the last 24 hours. Selling pressure is likely to persist in the short term, though oversold conditions could trigger some buying interest.

RSI 14
33.2
MACD
-3.14
24h Δ
-8.06%

📊 AMD — Piyasa Yorumu

▼ down · 70%

AMD shares have come under strong selling pressure, falling 10.7% in the last 24 hours to $495.07. The RSI at 38.45 is approaching oversold territory but has yet to signal a recovery. The MACD line is below the signal line and in negative territory, indicating weak short-term momentum. Trading below both the 20-day and 50-day moving averages further darkens the technical outlook. News headlines point to headwinds in the AI sector, which could add additional pressure on chip stocks.

RSI 14
38.5
MACD
-12.79
24h Δ
-10.73%

📊 INTC — Piyasa Yorumu

▼ down · 70%

The positive sentiment in the artificial intelligence sector has reversed, causing turbulence in the chip industry. Intel (INTC) shares fell 11.66% over the past 24 hours to $91.68. Although the RSI at 38.3 approaches oversold territory, the MACD line remains below the signal line, and the price is trading below both the 20-day ($95.10) and 50-day ($98.46) moving averages, suggesting that the short-term downtrend may persist. Therefore, further downside movement is expected in the near term.

RSI 14
38.3
MACD
-2.86
24h Δ
-11.66%
Canlı Grafikler

🔗 İlgili haberler

🧬 Buna benzer

AI tarafından yeniden derlenmiştir. Yatırım tavsiyesi değildir.