Anthropic IPO Increases Interest in AI Stocks

While Anthropic's IPO may increase interest in the AI sector, NVDA's 7.2% drop in 24 hours and the MACD remaining below its signal line in negative territory indicate that short-term pressure persists. The RSI at 41 is in the neutral-weak zone, and the price is trading very close to the SMA20 (173.5); this level is critical as short-term support/resistance. The inability to stay clearly above the SMA50 (187) points to medium-term weakness. Although the news flow supports sectoral appetite, it may have limited impact as it is not an NVDA-specific catalyst. For 1-3 days, a sideways-volatile course is expected, with a moderate recovery if the price holds above the SMA20.

Anthropic's IPO could have a positive echo for the AI sector; a potential increase in demand for AMD's AI chips may be reflected in the stock. Technical indicators support upward pressure in the short term, with the price above the 20- and 50-day moving averages and the MACD above its signal line. However, since the company's fundamentals have a limited direct relationship with AI, the impact may remain limited. Therefore, a slight rise is expected in the short term.