Anthropic's IPO Process Begins
📊 NVDA — Piyasa Yorumu
■ neutral · 35%The news headline is not directly related to NVDA; Anthropic's IPO process could increase interest in the AI sector but does not offer a concrete catalyst specific to NVDA. The technical picture is weak: the price has fallen 10% in 24 hours, is below SMA20 and SMA50, and MACD is in negative territory. Although RSI at 36 is close to the oversold threshold, there is no reversal signal yet. Short-term rebound buying may be seen, but the trend is downward, so direction remains uncertain. The impact of the news will remain limited and indirect.
📊 AMD — Piyasa Yorumu
■ neutral · 60%Anthropic's IPO is not directly related to AMD, but growing interest in the AI sector could indirectly support AMD's chip demand. The 24-hour decline of 8.88% and RSI at 45.8 indicate a mid-level balance rather than an oversold condition. MACD is negative, but the signal line being even more negative could create short-term pressure. The close near the 20-day SMA weakens the short-term resistance level. Overall, market impact may be limited in the 1-3 day period, but a slight recovery can be expected with AI growth.
📊 TSM — Piyasa Yorumu
■ neutral · 35%The news headline concerns Anthropic's initial public offering process and is not directly related to TSM (TSMC); therefore, its impact on TSM is indirect and uncertain. The technical picture is weak: the price has fallen 7.7% over 24 hours, is trading below the SMA20 and SMA50, and MACD is in negative territory. With RSI at 42, it remains far from oversold territory, meaning the rebound buying signal is weak. Anthropic's IPO could create a positive narrative around AI chip demand, but this effect would be limited and delayed for TSM in the short term. I therefore expect an uncertain direction over the next 1-3 days, with a neutral bias.
📊 AVGO — Piyasa Yorumu
■ neutral · 35%AVGO has already fallen sharply by 11.7% in 24 hours, with its RSI at 29.7, close to oversold territory; this raises the likelihood of short-term rebound buying. However, the price is clearly below the SMA20 and SMA50, and MACD is negative and below the signal line; the technical picture is weak. The Anthropic IPO news is not directly about AVGO but a development concerning the AI/software sector; its indirect impact on AVGO's custom ASIC and networking business is unclear. The news alone has limited power to set direction over 1-3 days; combined with current oversold conditions, it creates a mixed picture. Therefore, a neutral bias with low confidence is appropriate rather than a clear direction.