{"id":49754,"date":"2026-02-19T14:45:06","date_gmt":"2026-02-19T11:45:06","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/19\/kuresel-piyasalarda-yapay-zeka-rallisi-one-cikti"},"modified":"2026-02-19T14:45:06","modified_gmt":"2026-02-19T11:45:06","slug":"kuresel-piyasalarda-yapay-zeka-rallisi-one-cikti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/02\/19\/kuresel-piyasalarda-yapay-zeka-rallisi-one-cikti\/","title":{"rendered":"K\u00fcresel piyasalarda yapay zeka rallisi \u00f6ne \u00e7\u0131kt\u0131"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, Wall Street\u2019te teknoloji hisselerinde g\u00f6r\u00fclen y\u00fckseli\u015fin ard\u0131ndan Asya borsalar\u0131 yakla\u015f\u0131k y\u00fczde 0,6 prim yapt\u0131. G\u00fcney Kore piyasas\u0131 tatil d\u00f6n\u00fc\u015f\u00fc y\u00fczde 3\u2019e yak\u0131n y\u00fckselerek rekor seviyeye ula\u015f\u0131rken, teknoloji hisselerindeki art\u0131\u015f dikkat \u00e7ekti.<\/p>\n<p>OpenAI\u2019nin 100 milyar dolar\u0131 a\u015fabilecek yeni bir finansman turuna yakla\u015ft\u0131\u011f\u0131na dair haberlerin de yapay zek\u00e2 kaynakl\u0131 volatilitenin azalmas\u0131na katk\u0131 sa\u011flad\u0131\u011f\u0131 ve yat\u0131r\u0131mc\u0131 g\u00fcvenini destekledi\u011fi belirtildi.<\/p>\n<p>ABD taraf\u0131nda a\u00e7\u0131klanan g\u00fc\u00e7l\u00fc makroekonomik veriler ve Federal Reserve yetkililerinin enflasyona ili\u015fkin temkinli mesajlar\u0131 tahvil faizlerini yukar\u0131 ta\u015f\u0131d\u0131. Fed tutanaklar\u0131nda baz\u0131 \u00fcyelerin gerekti\u011finde faiz art\u0131\u015f\u0131na a\u00e7\u0131k kap\u0131 b\u0131rakmas\u0131n\u0131n dikkat \u00e7ekti\u011fi, buna kar\u015f\u0131n piyasalar\u0131n 2026 y\u0131l\u0131 i\u00e7in iki adet 25 baz puanl\u0131k faiz indirimi beklentisini korudu\u011fu ifade edildi.<\/p>\n<p>Avrupa borsalar\u0131n\u0131n rekor seviyeler sonras\u0131 s\u0131n\u0131rl\u0131 geri \u00e7ekildi\u011fi aktar\u0131lan raporda, artan ABD-\u0130ran gerilimi ve \u015firket bilan\u00e7olar\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131 daha temkinli bir pozisyona y\u00f6neltti\u011fi kaydedildi. Enerji fiyatlar\u0131nda ise jeopolitik risklerin etkisiyle y\u00fckseli\u015f e\u011filimi s\u00fcrd\u00fc. Brent petrol\u00fcn 70 dolar\u0131n \u00fczerinde kalmaya devam etti\u011fi belirtildi.<\/p>\n<p>\u015eirket haberleri<\/p>\n<p>Raporda \u00f6ne \u00e7\u0131kan \u015firket geli\u015fmeleri de payla\u015f\u0131ld\u0131:<\/p>\n<p>DoorDash (DASH): K\u00e2r beklentilerini hafif ka\u00e7\u0131rmas\u0131na ra\u011fmen sipari\u015f hacmi ve toplam i\u015flem de\u011ferindeki art\u0131\u015f ile g\u00fc\u00e7l\u00fc ciro beklentisi sayesinde hisseler a\u00e7\u0131l\u0131\u015f \u00f6ncesi i\u015flemlerde yakla\u015f\u0131k y\u00fczde 13 y\u00fckseldi.<\/p>\n<p>Carvana (CVNA): Gelir art\u0131\u015f\u0131na kar\u015f\u0131n k\u00e2rl\u0131l\u0131ktaki zay\u0131flama ve marj daralmas\u0131 nedeniyle olumsuz ayr\u0131\u015ft\u0131.<\/p>\n<p>Occidental Petroleum (OXY): Beklentilerin \u00fczerinde k\u00e2r a\u00e7\u0131klamas\u0131, temett\u00fc art\u0131\u015f\u0131 ve bor\u00e7 azalt\u0131m\u0131 ile pozitif fiyatland\u0131.<\/p>\n<p>Figma (FIG): G\u00fc\u00e7l\u00fc d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve 2026 y\u0131l\u0131 i\u00e7in yukar\u0131 y\u00f6nl\u00fc gelir beklentisi sonras\u0131 hisseler a\u00e7\u0131l\u0131\u015f \u00f6ncesinde yakla\u015f\u0131k y\u00fczde 15 prim yapt\u0131.<\/p>\n<p>Bug\u00fcn bilan\u00e7o a\u00e7\u0131klamas\u0131 beklenen \u015firketler aras\u0131nda Walmart, Deere &amp; Company, Newmont, The Southern Company, Quanta Services ve AngloGold Ashanti yer al\u0131yor.<\/p>\n<p>Gedik Yat\u0131r\u0131m, k\u00fcresel piyasalarda toparlanma e\u011filimine ra\u011fmen para politikas\u0131nda temkinli duru\u015fun s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekti.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck piyasa de\u011ferlendirmesine g\u00f6re, k\u00fcresel piyasalarda risk i\u015ftah\u0131 yapay zek\u00e2 temal\u0131 hisselerin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde yeniden g\u00fc\u00e7 kazand\u0131. <\/p>\n","protected":false},"author":1,"featured_media":49755,"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-49754","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\/49754","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=49754"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/49754\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/49755"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=49754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=49754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=49754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}