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64/100 Bullish 10.04.2026 · 16:04 Finrend AI ⏱ 1 dk 👁 11 TR

CoreWeave Rises on Anthropic Deal; TSMC Revenues Strong

Cloud computing provider CoreWeave gained value in private market trading following a multi-year agreement with AI company Anthropic. The company's share price reportedly increased by approximately 13% on the news. The deal stipulates that CoreWeave will provide computing infrastructure to Anthropic for AI model training. Semiconductor giant Taiwan Semiconductor Manufacturing Company (TSMC) announced its financial results for the first quarter of 2024. The company recorded a 34.3% revenue increase compared to the same period last year. This performance is viewed as a reflection of strong semiconductor demand in the fields of artificial intelligence and high-performance computing. The figures released by TSMC highlight how key component suppliers in the technology sector are benefiting from the AI boom. The rising revenue particularly indicates sustained demand for advanced processors. CoreWeave's collaboration with Anthropic is an indicator of the growing market for AI infrastructure services. Such agreements represent a significant growth area for cloud and computing service providers. Both developments are shaping the financial performance of companies operating across different layers of the AI ecosystem—from infrastructure to semiconductor manufacturing. Industry observers predict this trend could continue in the medium term. Not investment advice.

📊 TSM — Piyasa Yorumu

▲ up · 70%

The stock is already exhibiting upward momentum with a strong daily gain of 10%, and its closing price is above both the 20-day and 50-day moving averages. Although the RSI is at 69, approaching overbought territory, the MACD remains above the signal line and positive. The news headline points to a positive sector development (the CoreWeave-Anthropic deal) and TSMC's own strong earnings, which could boost optimism for the overall semiconductor sector. In the short term, upward pressure may continue due to the current momentum and positive news flow, but the RSI level also suggests the possibility of near-term consolidation or a slight pullback.

RSI 14
69.2
MACD
7.33
24h Δ
10.01%

📊 CRWV — Piyasa Yorumu

▲ up · 70%

The stock is supported by positive technical indicators despite being in a strong news environment and an overbought zone. The price is trading significantly above the 20 and 50-day moving averages, with a 25% daily increase. The MACD still signals an upward trend, and the RSI is at 77, which, while increasing the likelihood of short-term consolidation, suggests that the positive momentum and impact of news may continue. The upward trend appears dominant in the short term, but caution is advised due to the RSI level.

RSI 14
77.5
MACD
4.57
24h Δ
25.64%

📊 NVDA — Piyasa Yorumu

▲ up · 70%

The stock is technically in an upward trend, with a strong daily percentage change and a close above short-term moving averages. Despite the RSI approaching overbought territory, positive sector news (the CoreWeave-Anthropic deal and TSMC earnings) supports short-term optimism. The MACD remains above the signal line, indicating continued momentum. However, due to the RSI level, there is also a possibility of some correction or consolidation.

RSI 14
77.9
MACD
2.78
24h Δ
7.64%

📊 AMD — Piyasa Yorumu

▲ up · 70%

The news highlights positive developments at CoreWeave and TSMC, AMD's key customers and production partner, which could increase sector optimism. Technical indicators show strong upward momentum, with the price above the SMA20 and SMA50 and a high MACD value. However, the RSI14 at 76.66 being in overbought territory also brings the risk of short-term consolidation or a slight correction. Overall, positive news flow and the technical trend support an upward bias in the short term, but movement may be limited due to overbought conditions.

RSI 14
76.7
MACD
6.65
24h Δ
12.22%
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