Hardware Crisis Threatening AI Investments in the US

The hardware crisis in the US threatens AI investments and could create short-term pressure on AI-focused companies like GOOGL. The 24-hour decline and 1.2% loss indicate market concern. Technical indicators still show a slight upward trend (MACD positive, SMA20 above SMA50). In this case, the price is likely to test a resistance level around 287 in the short term and then fall to 285. However, the company's strong fundamentals and long-term AI strategy may help it avoid a sharp decline.

NVDA is already under strong selling pressure: a 12.5% decline in 24 hours, an RSI of 34.6 close to the oversold threshold, and a price clearly below both SMA20 and SMA50. MACD is in negative territory and trading very close to its signal line, indicating that downside momentum has not yet exhausted itself. The hardware crisis headline could further dampen risk appetite in the near term, as it directly threatens the core driver of the AI investment story. However, the RSI's proximity to oversold territory and the portion of the news not yet priced in keep the possibility of a sharp relief rally alive. Therefore, over a 1-3 day horizon, the downward bias is dominant, but volatility will be high.

The news suggests that the crisis in AI hardware supply is threatening AI investments in the US; this is a negative short-term risk factor for stocks sensitive to AI chip demand, such as AMD. However, the stock has risen 5.25% in the last 24 hours, the RSI at 64 is approaching overbought territory, and the price is significantly above the SMA20/SMA50, which increases the risk of a short-term correction. The MACD is just above the signal line and in positive territory, so the trend has not yet deteriorated. The impact of the news is uncertain and not specific to AMD; therefore, confidence in a downward move should be kept low. Short-term profit-taking may occur, but strong momentum could limit a sharp decline.

The news headline implies a hardware crisis threatening AI investments, which could be perceived as negative in the short term for semiconductor supply chain players like TSM. The price has declined 2.09% in the last 24 hours to 388.65 and remains below the SMA50 (393.33), indicating a weak technical outlook. However, with RSI at 52.97 in neutral territory and MACD above the signal line (though in negative territory), there is no oversold pressure. Holding above the SMA20 (375.43) continues; unless this support is broken, the decline may remain limited. Overall, while the news flow is negative, technical indicators give mixed signals, so confidence should be kept at a moderate level.