Anthropic Hits Historic Peak in Annual Revenue

The record high in Anthropic's annual revenue sends a positive signal to the AI ecosystem. Demand for NVDA's AI chips may increase, which could support its price. Technical indicators also point to an upward trend: MACD is above its signal line, RSI is below 70, and the price is crossing above the 20-day SMA. In the short term, a slight price increase may be expected within 1-3 days. However, as it is near overbought territory, a sudden pullback is also possible.

AMD stock rose 10.95% in 24 hours to reach $559.80, with its RSI at 71.9, placing it in overbought territory. Anthropic's record annual revenue could support AMD as a positive signal for AI chip demand. However, with the price significantly above its SMA20 and SMA50 and the RSI remaining elevated, the risk of short-term profit-taking increases. The MACD is in positive territory and above its signal line, indicating that momentum is still strong. The news impact may be limited; the upward trend could continue in the 1-3 day outlook, but the possibility of a correction should not be ignored.

TSM stock rose 4.86% in the last 24 hours to reach 434.54, with RSI at 68.19 approaching overbought territory. MACD is positive and above the signal line, indicating strong short-term momentum. However, the news of Anthropic's revenue record is not directly related to TSM; it may have an indirect positive impact on AI chip demand, but this effect could be limited and already priced in. Due to overbought conditions and the indirect nature of the news, the direction is uncertain; there is a possibility of sideways movement or a slight pullback in the short term.

Anthropic's record annual revenue could support semiconductor stocks like AVGO as a positive signal for AI chip demand. However, since the news is not directly specific to AVGO, its impact may remain limited and indirect. Technical indicators already point to strong momentum: the price has risen 5.1% in 24 hours, RSI at 63 has not approached overbought territory, and MACD is above the signal line. The price is trading above SMA20 and SMA50, confirming a positive short-term trend. Nevertheless, as news-driven optimism may already be priced in, I expect a moderate upward bias in the 1-3 day outlook; a sharp rally may require additional company-specific catalysts.