Anthropic Establishes In-House Chip Design Team for Claude
📊 AMD — Piyasa Yorumu
■ neutral · 55%The news indicates that Anthropic's establishment of its own chip design team poses a potential threat to AMD, but this is a long-term development. Technical indicators are mixed: RSI at 44 is weak but not oversold, MACD is below the signal line, and the price is below the SMA20 but above the SMA50. In the short term, the price is likely to consolidate in the 480-500 range. The impact of the news may be limited because company fundamentals and current product demand are not immediately affected by such news.
📊 NVDA — Piyasa Yorumu
▲ up · 55%The news indicates continued growth in the artificial intelligence sector, which can be interpreted as a positive industry signal for chip manufacturers like NVDA. However, the stock has risen 13.7% in the last 24 hours and is in overbought territory with an RSI of 81, suggesting limited upside in the short term. The MACD is positive and the price above the SMA supports a strong trend. Nevertheless, given the overbought conditions and the fact that the news is not specific to NVDA, a cautiously bullish expectation seems appropriate.