Palantir and Nvidia Limit AI Model Usage Due to Data Concerns

According to a report by The Information, Palantir and Nvidia have decided to restrict the use of AI models due to data security concerns. The companies took this step to protect sensitive data. According to the report, both firms have limited their employees' access to certain AI models. The decision stems from concerns that data could be viewed or misused by third parties. Palantir and Nvidia are among the companies that heavily use AI technologies. Data privacy and security are of critical importance, especially for enterprise customers. The report did not provide details on how long this restriction will last or which models it covers. No official statement has been made by the companies yet. Not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

NVDA stock declined 4.95% in the last 24 hours to 212.53, with RSI14 at 30.75 approaching oversold territory. MACD is negative and below the signal line, and the price is trading below SMA20 and SMA50, indicating a weak short-term technical outlook. The news suggests that restrictions on AI model usage due to data concerns could reduce demand for NVDA, potentially creating a negative impact. However, oversold conditions also bring the possibility of a short-term rebound. Therefore, I assess the direction as downward, but the decline may be limited and volatility could persist.

RSI 14

30.7

MACD

-2.95

24h Δ

-4.95%

📊 PLTR — Piyasa Yorumu

▼ down · 55%

The news reports that Palantir and Nvidia have restricted the use of their AI models due to data concerns. This could temporarily weaken growth expectations for the company's AI products and create selling pressure in the short term. Technical indicators are mixed: RSI at 66 is near overbought territory, MACD is negative and below the signal line, but the price is above the SMA20 and trading close to the SMA50. Despite a 1.5% increase in the last 24 hours, if the news is perceived negatively, a test of the 171.89 (SMA50) support level is likely. I anticipate a moderate downward trend, but volume confirmation is needed for a definitive breakdown.

RSI 14

66.2

MACD

-0.19

24h Δ

1.49%

📊 GOOGL — Piyasa Yorumu

■ neutral · 55%

GOOGL güçlü bir yükseliş trendinde: son kapanış 347.95, 24 saatte %5.75 artış ve RSI14 72 ile aşırı alım bölgesinde. MACD pozitif ve sinyal çizgisinin üzerinde, kısa vadeli momentum hala yukarı yönlü. Ancak haber, Palantir ve Nvidia'nın veri endişeleriyle yapay zeka modeli kullanımını sınırlamasının sektörde düzenleyici ve operasyonel risk algısını artırabileceğini gösteriyor. Bu tür bir haber doğrudan GOOGL'un temel iş modelini hedef almasa da, yapay zeka ekosistemine yönelik genel bir temkinlilik hisse üzerinde kısa vadeli kar satışı baskısı yaratabilir. Aşırı alım koşulları ve haberin belirsiz etkisi nedeniyle 1-3 günlük yönü nötr değerlendiriyorum; yukarı momentumun devamı için hacim teyidi gerekli.

RSI 14

72.1

MACD

2.75

24h Δ

5.75%

Canlı Grafikler