Anthropic's IPO Will Determine the Course of AI Trading

The news does not directly concern NVDA but points to the overall sentiment in the artificial intelligence sector; therefore, the impact is indirect and uncertain. NVDA fell more than 7% in the last 24 hours, closing near its SMA20 (173.5), but clearly below its SMA50 (187), with MACD in negative territory. RSI at 41 is weak but not oversold; short-term rebound buying may emerge, but trend pressure persists. If the Anthropic IPO increases appetite for artificial intelligence, it could provide short-term support for sector stocks; however, valuation concerns could also have the opposite effect. Therefore, the direction is uncertain, and a cautious neutral stance is appropriate.

AMD has recorded an extraordinary 24% gain in 24 hours, with its RSI at 66 approaching overbought territory. The MACD is above its signal line and the price is significantly above the SMA20/SMA50, indicating a strong trend. Since Anthropic's IPO will shape perceptions of the AI trade, a positive offering could provide short-term support for AI chips like AMD. However, after a 24% move, the risk of profit-taking is high; therefore, while the direction is upward, confidence should be kept at a moderate level. It is important to remember that the news affects sector sentiment rather than AMD directly.

TSM has recorded a strong gain of over 10% in the last 24 hours and is trading above both its 20-day and 50-day simple moving averages (SMA20 and SMA50); the MACD is above its signal line and momentum is positive. The RSI stands at 67, approaching overbought territory, though no confirmed reversal signal has yet emerged. News of Anthropic's initial public offering may revive appetite for the artificial intelligence trade, which could positively affect semiconductor supply chain stocks such as TSM in the short term. However, because the news has only an indirect impact on TSM and the stock has already risen sharply, there is a risk of profit-taking, so confidence should be kept at a moderate level. A slight upward bias is expected in the short term, but volatility may be high.

AVGO has posted a sharp rally of more than 18% over the past 24 hours, with its RSI at 63, approaching overbought territory. The news does not relate directly to AVGO but points to the broader AI trade via the Anthropic IPO; the impact is therefore indirect and uncertain. MACD is positive above its signal line and the price is above the SMA20/SMA50, so the technical picture remains constructive. However, after a large single-day rally, the risk of profit-taking could limit upward momentum in the near term. A favorable pricing of the Anthropic IPO could lend mild support to AVGO if it adds momentum to the AI sector, but on its own it does not generate a clear directional signal.