Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda sal\u0131 g\u00fcn\u00fc k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131 belirginle\u015firken, ABD endeks vadeli i\u015flemlerinin, sert d\u00fc\u015f\u00fc\u015fle g\u00fcne ba\u015flad\u0131\u011f\u0131 belirtildi. Raporda \u015f\u00f6yle denildi:<\/p>\n
\u201cNasdaq vadeli kontratlar\u0131 y\u00fczde 1,2 gerileyerek teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde kay\u0131plara \u00f6nc\u00fcl\u00fck ederken, S&P 500 y\u00fczde 0,9 ve Dow Jones y\u00fczde 0,7 d\u00fc\u015f\u00fc\u015f kaydetti. Pazartesi g\u00fcnk\u00fc AI odakl\u0131 rallinin ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n kar sat\u0131\u015flar\u0131na y\u00f6nelmesiyle Wall Street\u2019te risk i\u015ftah\u0131 zay\u0131flad\u0131. Amazon\u2019un OpenAI ile yapt\u0131\u011f\u0131 milyar dolarl\u0131k i\u015f birli\u011fi sonras\u0131 ya\u015fanan y\u00fckseli\u015fi, Palantir hisselerindeki y\u00fczde 5\u2019in \u00fczerindeki sert d\u00fc\u015f\u00fc\u015f g\u00f6lgeledi.<\/p>\n
\u015eirketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 g\u00fc\u00e7l\u00fc gelse de 2026 g\u00f6r\u00fcn\u00fcm\u00fcne dair belirsizlikler yat\u0131r\u0131mc\u0131lar\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratt\u0131. Bug\u00fcn bilan\u00e7o takviminde AMD, Shopify ve Uber gibi b\u00fcy\u00fck \u015firketlerin sonu\u00e7lar\u0131 izlenecek. Makroekonomik veri ak\u0131\u015f\u0131 zay\u0131f kal\u0131rken, ABD\u2019de devam eden h\u00fck\u00fcmetin k\u0131smi kapanmas\u0131 piyasalar \u00fczerinde ek belirsizlik yarat\u0131yor; kapanman\u0131n bu geceye kadar s\u00fcrmesi halinde tarihin en uzun h\u00fck\u00fcmet krizi olarak kay\u0131tlara ge\u00e7mesi bekleniyor.<\/p>\n
Avrupa cephesinde de sat\u0131\u015flar derinle\u015fti; Stoxx 50 endeksi y\u00fczde 1,4, Stoxx 600 ise y\u00fczde 1,1 geriledi. AI hisselerine y\u00f6nelik k\u00fcresel ilgide azalma ve \u015firket bilan\u00e7olar\u0131ndaki kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm, risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131. Telef\u00f3nica\u2019n\u0131n 2026 temett\u00fcs\u00fcn\u00fc yar\u0131ya indirme plan\u0131 sonras\u0131 hisseleri y\u00fczde 8\u2019in \u00fczerinde de\u011fer kaybederken, Edenred de 2026 kar beklentisini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan y\u00fczde 8,5 geriledi. B\u00fcy\u00fck \u00f6l\u00e7ekli hisselerde ASML, LVMH, SAP ve Novo Nordisk d\u00fc\u015f\u00fc\u015fteyken; BP ve Philips beklentileri a\u015fan sonu\u00e7lar\u0131yla s\u0131n\u0131rl\u0131 pozitif ayr\u0131\u015ft\u0131. Geberit ise y\u0131l sonu beklentilerini yukar\u0131 revize etmesinin ard\u0131ndan y\u00fczde 2 y\u00fckselerek g\u00fcn\u00fcn en g\u00fc\u00e7l\u00fc performans g\u00f6steren hisseleri aras\u0131nda yer ald\u0131.<\/p>\n
\u00d6nemli \u015firket haberleri<\/p>\n
Palantir (PLTR), \u015eirket, g\u00fc\u00e7l\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 a\u00e7\u0131klamas\u0131na ve y\u0131ll\u0131k tahminini y\u00fckseltmesine ra\u011fmen hisselerde d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131. Gelir y\u0131ll\u0131k bazda y\u00fczde 63 artarak 1,18 milyar dolara y\u00fckseldi; bu art\u0131\u015f \u00f6zellikle ABD gelirlerindeki y\u00fczde 77\u2019lik b\u00fcy\u00fcmeden kaynakland\u0131. ABD ticari segmentinde y\u00fczde 121, kamu segmentinde ise y\u00fczde 52 art\u0131\u015f kaydedildi. \u015eirket 1 milyon dolar\u0131n \u00fczerindeki 204 anla\u015fma imzalayarak toplamda 2,76 milyar dolar tutar\u0131nda s\u00f6zle\u015fme hacmine ula\u015ft\u0131; m\u00fc\u015fteri say\u0131s\u0131 ise y\u0131ll\u0131k y\u00fczde 45 artt\u0131. Palantir, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek gelirinin 1,327\u20131,331 milyar dolar aral\u0131\u011f\u0131nda olmas\u0131n\u0131 beklerken, y\u0131ll\u0131k gelir tahminini 4,396\u20134,4 milyar dolara y\u00fckseltti ve i\u015fletme k\u00e2r\u0131 ile serbest nakit ak\u0131\u015f\u0131 beklentilerini de art\u0131rd\u0131.(Olumsuz)<\/p>\n
Hims & Hers Health (HIMS), \u015eirketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131n kar\u0131\u015f\u0131k gelmesine ra\u011fmen y\u0131ll\u0131k d\u00fczeltilmi\u015f FAV\u00d6K (EBITDA) tahminini daraltmas\u0131 sonras\u0131nda hisseler y\u00fckseldi. Gelir y\u0131ll\u0131k bazda y\u00fczde 49 artarak yakla\u015f\u0131k 599 milyon dolara ula\u015ft\u0131; ortalama ayl\u0131k \u00e7evrimi\u00e7i abone ba\u015f\u0131na gelir 67 dolardan 80 dolara y\u00fckseldi. Abone say\u0131s\u0131 y\u00fczde 21 art\u0131\u015fla yakla\u015f\u0131k 2,5 milyona \u00e7\u0131kt\u0131. \u015eirket, 2025 y\u0131l\u0131 d\u00fczeltilmi\u015f FAV\u00d6K beklentisini 295\u2013335 milyon dolar aral\u0131\u011f\u0131ndan 307\u2013317 milyon dolar aral\u0131\u011f\u0131na, gelir beklentisini ise 2,3\u20132,4 milyar dolar aral\u0131\u011f\u0131ndan 2,335\u20132,355 milyar dolar aral\u0131\u011f\u0131na daraltt\u0131 (piyasa beklentisi: 2,34 milyar dolar). (Olumlu)<\/p>\n
Sarepta Therapeutics (SRPT) hisseleri, kas hastal\u0131\u011f\u0131 olan Duchenne i\u00e7in geli\u015ftirdi\u011fi iki ilac\u0131n son a\u015fama denemesinde beklenen sonu\u00e7lar\u0131n al\u0131namamas\u0131yla sert \u015fekilde d\u00fc\u015ft\u00fc. 6\u201313 ya\u015f aras\u0131ndaki 225 \u00e7ocuk \u00fczerinde yap\u0131lan bu uzun s\u00fcreli \u00e7al\u0131\u015fman\u0131n, pandemi d\u00f6neminde ya\u015fanan zorluklardan etkilendi\u011fi belirtildi. \u015eirket, buna ra\u011fmen ila\u00e7lar\u0131n g\u00fcvenli oldu\u011funu ve sat\u0131\u015f gelirinin y\u0131ll\u0131k bazda y\u00fczde 14,5 d\u00fc\u015ferek 399,4 milyon dolara inse de beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fini a\u00e7\u0131klad\u0131. (Olumsuz)<\/p>\n
Bug\u00fcn bilan\u00e7o a\u00e7\u0131klamas\u0131 beklenen \u00f6nemli \u015firketler: Advanced Micro Devices, Shopify, Uber Technologies, Amgen, Pfizer , Spotify Technology, BP p.l.c.\u201d<\/p>\n
<\/strong> \u0130stanbul, 4 Kas\u0131m (Hibya) \u2013 Gedik Yat\u0131r\u0131m, sal\u0131 g\u00fcn\u00fc k\u00fcresel piyasalarda sat\u0131\u015f bask\u0131s\u0131 belirginle\u015firken, ABD endeks vadeli i\u015flemlerinin, sert d\u00fc\u015f\u00fc\u015fle g\u00fcne ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":5187,"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-5186","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\/5186","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=5186"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5186\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/5187"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=5186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=5186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=5186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"