Goldman Sachs: Big Tech to Finance Over a Third of AI Investments with Debt by 2027

GS shares fell 6.3% in the last 24 hours to $1,029.47, with the RSI at 32.9, approaching oversold territory. The MACD line is below the signal line and in negative territory, while the price is trading below both the 20-day ($1,057) and 50-day ($1,069) moving averages. Although the news indicates that major technology companies will finance their AI investments with debt, this is not seen as a positive catalyst for GS in the short term. Technical indicators remain weak and selling pressure persists, but the approach to oversold territory also brings the possibility of a short-term bounce buying opportunity.

The news indicates that major technology companies will finance their artificial intelligence investments through debt, reflecting high investment appetite and growth potential for companies like AAPL. Technically, the RSI at 67.6 is near overbought territory but not yet excessive, while the MACD is above the signal line, confirming positive momentum. The stock is trading above its 20- and 50-day moving averages and has risen 3.77% in the last 24 hours, supporting short-term buying pressure. However, given the elevated RSI and the long-term perspective of the news, excessive optimism should be avoided; the upward trend may continue in the short term, but correction risks should not be overlooked.

Amazon (AMZN) shares fell 6.5% in the last 24 hours to $228.90. While the RSI has entered oversold territory at 28.3, the MACD remains negative and below its signal line. Trading below the 20- and 50-day moving averages indicates short-term weakness. A Goldman Sachs report suggesting that AI investments will be debt-financed may raise concerns about the profitability and debt burden of big tech companies. Therefore, the downtrend is expected to continue in the near term.

GOOGL shares fell 3.66% in the last 24 hours, closing at $329.55. Despite an RSI of 51.18 indicating neutral territory, the MACD line (-2.26) remains above the signal line (-4.08) but in negative territory, signaling weak momentum. The price is above the 20-day moving average ($323.17) but below the 50-day moving average ($336.86), suggesting short-term recovery potential but medium-term pressure. News that major tech companies may finance AI investments with debt could raise investor concerns over rising debt loads and interest costs, potentially creating downward pressure on the stock in the near term, though the decline is expected to be limited.