Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel hisse rallisinin, Fed\u2019in faiz indirimi ve Powell\u2019\u0131n olumlu ekonomik de\u011ferlendirmesiyle h\u0131z kazand\u0131ktan sonra Oracle\u2019\u0131n beklentileri kar\u015f\u0131lamayan bilan\u00e7osu sonras\u0131 iyimserli\u011fin k\u0131sa s\u00fcrd\u00fc\u011f\u00fc belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cNasdaq 100 vadeli kontratlar\u0131 y\u00fczde 1\u2019in \u00fczerinde d\u00fc\u015ferken S&P 500 kontratlar\u0131 y\u00fczde 0,9 geriledi, Asya ve Avrupa borsalar\u0131 da teknoloji hisselerindeki bask\u0131yla ekside seyretti. Oracle\u2019\u0131n bulut gelirlerinin tahminlerin alt\u0131nda kalmas\u0131 ve 2026 sermaye harcamas\u0131 plan\u0131n\u0131 15 milyar dolar art\u0131rarak 50 milyar dolara \u00e7\u0131karmas\u0131, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n maliyetine y\u00f6nelik endi\u015feleri yeniden tetikledi ve Bitcoin\u2019in y\u00fczde 2\u2019den fazla gerilemesi risk i\u015ftah\u0131ndaki zay\u0131flamay\u0131 peki\u015ftirdi.<\/p>\n
\u00c7ar\u015famba g\u00fcn\u00fc S&P 500\u2019\u00fcn rekor seviyeye yakla\u015fmas\u0131na ra\u011fmen Fed\u2019deki \u00fc\u00e7 kar\u015f\u0131 oya kar\u015f\u0131n yat\u0131r\u0131mc\u0131lar\u0131n gev\u015feme beklentilerini korumas\u0131 k\u0131sa s\u00fcreli destek sa\u011flarken, Powell\u2019\u0131n ekonomi i\u00e7in yeterli ad\u0131m at\u0131ld\u0131 mesaj\u0131 ve Fed \u00fcyeleri aras\u0131ndaki b\u00fcy\u00fcyen g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 2026\u2019da konsens\u00fcs\u00fcn daha da zorla\u015fabilece\u011fine i\u015faret etti. ABD tahvilleri, Fed\u2019in bilan\u00e7o destekli ad\u0131mlar\u0131yla g\u00fc\u00e7lenirken 10 y\u0131ll\u0131k getiriler d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc; bu tablo 2009\u2019dan bu yana g\u00f6r\u00fclen k\u00fcresel getiri y\u00fckseli\u015findeki ivmeyi ge\u00e7ici olarak durdurdu.<\/p>\n
Avrupa\u2019da Stoxx 600 ve Euro Stoxx 50 endeksleri y\u00fczde 0,2 gerilerken teknoloji hisseleri Oracle etkisiyle bask\u0131 alt\u0131na girerek ASML, SAP ve Infineon gibi devlerde d\u00fc\u015f\u00fc\u015flere yol a\u00e7t\u0131; buna kar\u015f\u0131n RS Group, JPMorgan\u2019\u0131n not art\u0131r\u0131m\u0131 sonras\u0131 g\u00fc\u00e7l\u00fc y\u00fckseli\u015f kaydetti. \u0130svi\u00e7re Merkez Bankas\u0131 y\u0131l\u0131n son toplant\u0131s\u0131nda faizi y\u00fczde 0\u2019da sabit b\u0131rak\u0131rken d\u00fc\u015f\u00fck enflasyon ve zay\u0131f b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc do\u011frultusunda gerekti\u011finde d\u00f6viz piyasas\u0131na m\u00fcdahale etmeye haz\u0131r oldu\u011funu vurgulad\u0131; \u00fclkenin enflasyon tahminleri a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilirken 2025 ve 2026\u2019da b\u00fcy\u00fcmenin yava\u015f, i\u015fsizli\u011fin ise hafif art\u0131\u015f e\u011filiminde olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
\u00d6nemli \u015firket haberler<\/p>\n
Synopsys (SNPS) hisseleri, \u015firketin g\u00fc\u00e7l\u00fc gelen d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fckseldi; gelir y\u0131ll\u0131k bazda y\u00fczde 38, faaliyet geliri ise y\u00fczde 36 artt\u0131. \u015eirket, 2026 mali y\u0131l\u0131n\u0131n birinci \u00e7eyre\u011fi i\u00e7in 2,37\u20132,42 milyar dolar gelir \u00f6ng\u00f6rd\u00fc; bu rakam 2,36 milyar dolarl\u0131k piyasa beklentisinin \u00fczerinde. Hisse ba\u015f\u0131na kazan\u00e7 (EPS) tahmini 3,52\u20133,58 dolar ile piyasan\u0131n 3,46 dolarl\u0131k beklentisini a\u015ft\u0131. (Olumlu)<\/p>\n
Oracle (ORCL), \u015eirketin ikinci \u00e7eyrek sonu\u00e7lar\u0131n\u0131n kar\u0131\u015f\u0131k gelmesine ra\u011fmen hisse sert \u015fekilde d\u00fc\u015ft\u00fc. Toplam gelir y\u0131ll\u0131k y\u00fczde 14 artt\u0131, bulut gelirleri y\u00fczde 36, altyap\u0131 gelirleri ise y\u00fczde 66 y\u00fckseldi. Ba\u015f Mali Sorumlu Doug Kehring, hisse ba\u015f\u0131 kar\u0131n y\u00fczde 91 artarak 2,10 dolara, d\u00fczeltilmi\u015f EPS'nin ise y\u00fczde 54 artarak 2,26 dolara y\u00fckseldi\u011fini belirtti. Bu art\u0131\u015fta Ampere'deki hissenin sat\u0131\u015f\u0131yla elde edilen 2,7 milyar dolarl\u0131k vergi \u00f6ncesi kazan\u00e7 etkili oldu. \u015eirketin \u201cRemaining Performance Obligations\u201d (devam eden y\u00fck\u00fcml\u00fcl\u00fckler) kalemi Meta, NVIDIA ve di\u011fer b\u00fcy\u00fck m\u00fc\u015fterilerden gelen yeni taahh\u00fctlerle \u00e7eyreklik bazda y\u00fczde 15 artarak 523 milyar dolara y\u00fckseldi. (Olumsuz)\u201d<\/p>\n
<\/strong> \u0130stanbul, 11 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, k\u00fcresel hisse rallisinin, Fed\u2019in faiz indirimi ve Powell\u2019\u0131n olumlu ekonomik de\u011ferlendirmesiyle h\u0131z kazand\u0131ktan sonra Oracle\u2019\u0131n beklentileri kar\u015f\u0131lamayan bilan\u00e7osu sonras\u0131 iyimserli\u011fin k\u0131sa s\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":18975,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-18974","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18974","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=18974"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18974\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18975"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18974"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18974"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18974"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"