{"id":118662,"date":"2026-07-21T16:15:21","date_gmt":"2026-07-21T13:15:21","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/21\/teknoloji-sirketlerinin-bilancolari-ve-yapay-zeka-yatirimlari-gundemde"},"modified":"2026-07-21T16:15:21","modified_gmt":"2026-07-21T13:15:21","slug":"teknoloji-sirketlerinin-bilancolari-ve-yapay-zeka-yatirimlari-gundemde","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/21\/teknoloji-sirketlerinin-bilancolari-ve-yapay-zeka-yatirimlari-gundemde\/","title":{"rendered":"Teknoloji \u015firketlerinin bilan\u00e7olar\u0131 ve yapay zeka yat\u0131r\u0131mlar\u0131 g\u00fcndemde"},"content":{"rendered":"<p>\u0130kon Menkul, Wall Street G\u00fcn Ortas\u0131 B\u00fclteni&#8217;nde, Intel&#8217;in veri merkezi b\u00f6l\u00fcm\u00fcnde i\u015ften \u00e7\u0131karmaya haz\u0131rland\u0131\u011f\u0131 ve ayr\u0131nt\u0131lar\u0131n bu hafta a\u00e7\u0131klanacak finansal sonu\u00e7larla payla\u015f\u0131labilece\u011fi belirtildi. \u015eirketin maliyetleri d\u00fc\u015f\u00fcrmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 ifade edilirken, yat\u0131r\u0131mc\u0131lar\u0131n sunucu talebi, d\u00f6k\u00fcmhane zararlar\u0131 ve \u00fcretim teknolojilerindeki ilerlemeye odakland\u0131\u011f\u0131 aktar\u0131ld\u0131. Opsiyon piyasas\u0131n\u0131n bilan\u00e7o sonras\u0131nda hissede yakla\u015f\u0131k y\u00fczde 13,5&#8217;lik hareket fiyatlad\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Microsoft&#8217;un AMD&#8217;nin Helios sistemleri ile yeni nesil EPYC i\u015flemcilerini Azure altyap\u0131s\u0131nda kullanaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n AMD hisselerini pre-market i\u015flemlerde y\u00fczde 4&#8217;\u00fcn \u00fczerinde y\u00fckseltti\u011fi belirtilen b\u00fcltende, anla\u015fman\u0131n AMD&#8217;yi yaln\u0131zca \u00e7ip tedarik\u00e7isi de\u011fil, entegre yapay zeka altyap\u0131 sa\u011flay\u0131c\u0131s\u0131 olarak konumland\u0131rd\u0131\u011f\u0131, finansal katk\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn ise hen\u00fcz a\u00e7\u0131klanmad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>B\u00fcltende, Alphabet&#8217;in 22 Temmuz&#8217;da a\u00e7\u0131klayaca\u011f\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131nda 116,99 milyar dolar gelir ve hisse ba\u015f\u0131na 2,87 dolar kar beklendi\u011fi aktar\u0131ld\u0131. Google Cloud, reklam gelirleri ve Gemini yat\u0131r\u0131mlar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fcn\u00fcn takip edilece\u011fi belirtilirken, opsiyon piyasas\u0131n\u0131n hissede al\u0131\u015f\u0131lm\u0131\u015f\u0131n \u00fczerinde oynakl\u0131k \u00f6ng\u00f6rd\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p>Tesla&#8217;n\u0131n ikinci \u00e7eyrekte 26,07 milyar dolar gelir ve hisse ba\u015f\u0131na 0,52 dolar kar a\u00e7\u0131klamas\u0131n\u0131n beklendi\u011fi belirtilen b\u00fcltende, g\u00fc\u00e7l\u00fc teslimatlar\u0131n karl\u0131l\u0131\u011fa yans\u0131y\u0131p yans\u0131mad\u0131\u011f\u0131, fiyat te\u015fviklerinin marjlara etkisi ve robotaksi filosunun b\u00fcy\u00fcme takviminin sonu\u00e7larda \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar olaca\u011f\u0131 ifade edildi.<\/p>\n<p>Wells Fargo&#8217;nun, bellek ve geli\u015fmi\u015f \u00e7ip maliyetlerindeki art\u0131\u015fa ra\u011fmen b\u00fcy\u00fck bulut \u015firketlerinin bu maliyetleri kurumsal m\u00fc\u015fterilere yans\u0131tabilece\u011fini de\u011ferlendirdi\u011fi aktar\u0131lan b\u00fcltende, bu kapsamda Alphabet, Amazon ve Meta i\u00e7in hedef fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi belirtildi. Kurumun d\u00f6rt b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131s\u0131n\u0131n 2027 y\u0131l\u0131 yapay zeka altyap\u0131 harcamalar\u0131n\u0131 1,1 trilyon dolar seviyesinde \u00f6ng\u00f6rd\u00fc\u011f\u00fc ifade edildi. B\u00fcltende, PayPal&#8217;\u0131n 28 Temmuz&#8217;da a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7larda 8,47 milyar dolar gelir ve hisse ba\u015f\u0131na 1,28 dolar kar a\u00e7\u0131klamas\u0131n\u0131n beklendi\u011fi, ayn\u0131 g\u00fcn bilan\u00e7o yay\u0131mlayacak Visa i\u00e7in ise piyasa beklentisinin 11,38 milyar dolar gelir ve hisse ba\u015f\u0131na 3,23 dolar kar seviyesinde oldu\u011fu kaydedildi.<\/p>\n<p>Boeing&#8217;in 28 Temmuz&#8217;da a\u00e7\u0131klayaca\u011f\u0131 finansal sonu\u00e7larda ise 24,19 milyar dolar gelir ve hisse ba\u015f\u0131na 0,27 dolar zarar a\u00e7\u0131klamas\u0131n\u0131n beklendi\u011fi belirtilen b\u00fcltende, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda u\u00e7ak teslimatlar\u0131, \u00fcretim temposu, nakit ak\u0131\u015f\u0131 ve sipari\u015f birikiminin gelire d\u00f6n\u00fc\u015fme h\u0131z\u0131n\u0131n yer alaca\u011f\u0131 ifade edildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 21 Temmuz (Hibya) \u2013 \u0130kon Menkul, Wall Street G\u00fcn Ortas\u0131 B\u00fclteni&#8217;nde teknoloji \u015firketlerinin bilan\u00e7o beklentileri, yapay zeka yat\u0131r\u0131mlar\u0131 ve kurumsal geli\u015fmelerin yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer ald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":118663,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-118662","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/118662","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=118662"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/118662\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/118663"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=118662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=118662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=118662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}