Analizde, Bank of America\u2019n\u0131n y\u00fcksek petrol fiyatlar\u0131na daha g\u00fc\u00e7l\u00fc k\u00e2rl\u0131l\u0131k hassasiyeti, Venezuela varl\u0131klar\u0131 ve Orta Do\u011fu\u2019daki s\u0131n\u0131rl\u0131 operasyonel risk nedeniyle Chevron\u2019u ExxonMobil\u2019e tercih etti\u011fi aktar\u0131ld\u0131. ExxonMobil\u2019in ise y\u00fckselen petrol fiyatlar\u0131n\u0131n yan\u0131 s\u0131ra rafineri ve kimya marjlar\u0131ndaki iyile\u015fmenin ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 desteklemesinin beklendi\u011fi ifade edildi.<\/p>\n
Teknoloji sekt\u00f6r\u00fcne ili\u015fkin de\u011ferlendirmelerde, Netflix\u2019in kullan\u0131c\u0131 etkile\u015fimini art\u0131rmak amac\u0131yla canl\u0131 televizyon yay\u0131nlar\u0131 ve paket abonelik se\u00e7enekleri \u00fczerinde \u00e7al\u0131\u015ft\u0131\u011f\u0131, Disney\u2019in ise YouTube\u2019un televizyon izlenmelerindeki y\u00fckseli\u015fine kar\u015f\u0131 Disney+ i\u00e7in reklam destekli \u00fccretsiz \u00fcyelik modelini de\u011ferlendirdi\u011fi belirtildi.<\/p>\n
Analizde, Meta\u2019n\u0131n kodlama odakl\u0131 yeni yapay zeka modeli Muse Spark 1.1\u2019in ard\u0131ndan hisselerinde g\u00fc\u00e7l\u00fc performans g\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi. \u015eirketin ayr\u0131ca veri merkezlerindeki bilgi i\u015flem kapasitesinin bir b\u00f6l\u00fcm\u00fcn\u00fc d\u0131\u015f m\u00fc\u015fterilere kiralayarak yapay zeka yat\u0131r\u0131mlar\u0131ndan yeni gelir alanlar\u0131 olu\u015fturmay\u0131 de\u011ferlendirdi\u011fi ifade edildi.<\/p>\n
Nvidia taraf\u0131nda \u00c7in\u2019e s\u0131n\u0131rl\u0131 say\u0131da H200 \u00e7ipi sat\u0131\u015f\u0131na izin verilebilece\u011fine y\u00f6nelik haberlerin ek gelir potansiyeli olu\u015fturdu\u011fu belirtilirken, Wells Fargo\u2019nun s\u00f6z konusu f\u0131rsat\u0131n \u015firketin toplam b\u00fcy\u00fckl\u00fc\u011f\u00fc dikkate al\u0131nd\u0131\u011f\u0131nda s\u0131n\u0131rl\u0131 d\u00fczeyde olumlu etki yarataca\u011f\u0131n\u0131 de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
AMD\u2019nin MI400 yapay zek\u00e2 h\u0131zland\u0131r\u0131c\u0131lar\u0131 ile Venice sunucu i\u015flemcilerine y\u00f6nelik talebin 2027 y\u0131l\u0131na kadar g\u00fc\u00e7l\u00fc seyretmesinin beklendi\u011fi belirtilen analizde, \u015firketin yapay zek\u00e2 altyap\u0131 yat\u0131r\u0131mlar\u0131ndan en fazla fayda sa\u011flayabilecek \u00fcreticiler aras\u0131nda g\u00f6sterildi\u011fi ifade edildi. Broadcom\u2019un ise yeni nesil a\u011f \u00e7ipleriyle yapay zek\u00e2 altyap\u0131s\u0131 harcamalar\u0131ndan daha fazla pay almay\u0131 hedefledi\u011fi kaydedildi.<\/p>\n
Tesla hisselerinin Robotaxi ve Optimus projelerinin gelir katk\u0131s\u0131n\u0131n beklentilerden daha ge\u00e7 ger\u00e7ekle\u015febilece\u011fine y\u00f6nelik de\u011ferlendirmeler nedeniyle bask\u0131 alt\u0131nda kald\u0131\u011f\u0131 belirtilen analizde, Boeing\u2019in 737 MAX 7 modelinin ABD Federal Havac\u0131l\u0131k \u0130daresi (FAA) sertifikasyon s\u00fcrecinde kritik bir a\u015famaya yakla\u015ft\u0131\u011f\u0131 ve olas\u0131 onay\u0131n teslimatlar\u0131n h\u0131zlanmas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, \u00a0gelecek hafta Wall Street\u2019te bilan\u00e7o sezonunun h\u0131z kazanaca\u011f\u0131, ABD enflasyon verileri ile \u0130ran kaynakl\u0131 jeopolitik geli\u015fmelerin yak\u0131ndan izlenece\u011fi belirtilerek, g\u00fc\u00e7l\u00fc \u015firket bilan\u00e7olar\u0131n\u0131n risk i\u015ftah\u0131n\u0131 destekleyebilece\u011fi, y\u00fcksek enflasyon veya yeni jeopolitik gerilimlerin ise piyasa de\u011ferlemeleri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 10 Temmuz (Hibya)- \u0130kon Menkul, Wall Street g\u00fcn ortas\u0131 analizinde enerji, teknoloji ve havac\u0131l\u0131k sekt\u00f6rlerinde \u00f6ne \u00e7\u0131kan \u015firket geli\u015fmelerini de\u011ferlendirirken, gelecek hafta piyasalar\u0131n oda\u011f\u0131nda bilan\u00e7o sezonu, ABD enflasyon verileri ve jeopolitik geli\u015fmelerin yer alaca\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":112836,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,13],"tags":[],"class_list":["post-112835","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-teknoloji"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/112835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=112835"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/112835\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/112836"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=112835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=112835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=112835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"