Anthropic Establishes In-House Chip Design Team for Claude

The news could indirectly affect Google's (GOOGL) competitive position in the field of artificial intelligence, but it does not contain concrete information directly related to the company's operations. Technical indicators are sending mixed signals: the RSI is in neutral territory at 46.5, the MACD is below the signal line but positive, and the price is below the SMA20 but above the SMA50. There has been a 1.9% rise in the last 24 hours, but this could be a short-term recovery. Overall, the impact of the news is limited, and the market may be seeking balance at current technical levels.

The news reinforces a trend among major AI players to develop their own chips, which could raise long-term demand concerns for NVDA. However, in the short term, such news typically boosts overall AI spending appetite in the sector. Technically, NVDA is in a strong uptrend, with RSI at 71 approaching overbought territory, but MACD is positive and the price is above its SMAs. A sharp 10.8% rise in the last 24 hours suggests momentum could continue. However, overbought conditions and the potentially negative perception of the news may limit upside movement. The short-term uptrend could be maintained, but caution is advised.

The news indicates that Anthropic's establishment of its own chip design team poses a potential competitive threat to AMD. Technical indicators also show a weak outlook, with the RSI near the oversold territory at 43 and the price trading below the SMA20. The MACD remains below the signal line, suggesting negative short-term momentum. However, as the price is above the SMA50, the downside is expected to be limited. Therefore, a slight pullback is likely in the short term.