Gedik Yat\u0131r\u0131m'\u0131n raporunda “K\u00fcresel piyasalarda son iki g\u00fcnl\u00fck toparlanman\u0131n ard\u0131ndan y\u00fckseli\u015f ivmesi zay\u0131flarken, yat\u0131r\u0131mc\u0131lar hem Nvidia bilan\u00e7osunun ard\u0131ndan olu\u015fan kar realizasyonlar\u0131n\u0131 hem de ABD-\u0130ran aras\u0131nda ba\u015flayacak y\u00fcksek riskli n\u00fckleer g\u00f6r\u00fc\u015fmeleri fiyatl\u0131yor.” ifadelerine yer verildi. Raporda \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Nvidia (NVDA), d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte 68,1 milyar dolarl\u0131k rekor sat\u0131\u015f a\u00e7\u0131klayarak 66,1 milyar dolarl\u0131k piyasa beklentisini geride b\u0131rakt\u0131 ve daha \u00f6nce yukar\u0131 y\u00f6nl\u00fc revize etti\u011fi 65 milyar dolarl\u0131k tahminin de \u00fczerine \u00e7\u0131kt\u0131. \u015eirketin en kritik segmenti olan veri merkezi gelirleri y\u00fczde 75 art\u0131\u015fla 62,3 milyar dolara y\u00fckselirken, net k\u00e2r y\u0131ll\u0131k bazda y\u00fczde 94 artarak 43 milyar dolara ula\u015ft\u0131 ve analist tahminlerini a\u015ft\u0131. Nvidia ayr\u0131ca i\u00e7inde bulundu\u011fumuz \u00e7eyrek i\u00e7in 78 milyar dolar gelir ve y\u00fczde 75 br\u00fct marj \u00f6ng\u00f6rerek Wall Street beklentilerinin \u00fczerinde g\u00fc\u00e7l\u00fc bir
\ng\u00f6r\u00fcn\u00fcm sundu. Nvidia g\u00fc\u00e7l\u00fc k\u00e2r ve gelir a\u00e7\u0131klamas\u0131na ra\u011fmen ileriye d\u00f6n\u00fck sat\u0131\u015f projeksiyonunun yat\u0131r\u0131mc\u0131 beklentilerini tam kar\u015f\u0131lamamas\u0131 nedeniyle ilk etapta g\u00f6r\u00fclen sert y\u00fckseli\u015fi koruyamad\u0131; bu durum yapay zeka temas\u0131nda son aylarda olu\u015fan a\u015f\u0131r\u0131 iyimserli\u011fin sorgulanmas\u0131na yol a\u00e7t\u0131. S&P 500 ve Nasdaq 100 vadeli endeksleri hafif geri \u00e7ekilirken, piyasada \u201cAI rallisinin s\u00fcrd\u00fcr\u00fclebilirli\u011fi\u201d ve altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n devaml\u0131l\u0131\u011f\u0131na y\u00f6nelik temkinli bir yakla\u015f\u0131m \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Jeopolitik cephede ABD\u2019nin \u0130ran\u2019\u0131n Cenevre\u2019de sundu\u011fu teklifleri de\u011ferlendirmeye haz\u0131rlanmas\u0131 ve Trump\u2019\u0131n mart ba\u015f\u0131na kadar anla\u015fma sa\u011flanamazsa askeri m\u00fcdahale tehdidinde bulunmas\u0131 risk primini art\u0131r\u0131yor. Bu geli\u015fmelerle birlikte Brent petrol 71 dolar\u0131n \u00fczerine \u00e7\u0131karak Temmuz\u2019dan bu yana en y\u00fcksek seviyelere yakla\u015f\u0131rken, enerji fiyatlar\u0131ndaki y\u00fckseli\u015f enflasyon g\u00f6r\u00fcn\u00fcm\u00fcne dair hassasiyeti art\u0131r\u0131yor. ABD 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 4,05 civar\u0131nda dengelenirken dolar yatay seyretti; Bitcoin ise 68.000 dolar \u00fczerinde tutunarak risk i\u015ftah\u0131ndaki dalgalanmaya ra\u011fmen stabil g\u00f6r\u00fcn\u00fcm sergiledi.<\/p>\n
Avrupa taraf\u0131nda endeksler tarihi zirvelere yak\u0131n yatay bir g\u00f6r\u00fcn\u00fcm sergilerken, \u015firket bazl\u0131 ayr\u0131\u015fmalar dikkat \u00e7ekti. Euro Stoxx 50 s\u0131n\u0131rl\u0131 art\u0131\u015f g\u00f6sterirkenGenel g\u00f6r\u00fcn\u00fcmde piyasalar orta vadeli b\u00fcy\u00fcme ve yapay zeka temal\u0131 pozitif beklentileri tamamen terk etmi\u015f de\u011fil; ancak k\u0131sa vadede jeopolitik riskler, ticaret politikalar\u0131na ili\u015fkin belirsizlikler ve de\u011ferlemelerin y\u00fcksek seyretmesi nedeniyle daha se\u00e7ici ve savunmac\u0131 bir fiyatlama davran\u0131\u015f\u0131 \u00f6n plana \u00e7\u0131k\u0131yor.<\/p>\n
\u00d6nemli \u015firket haberleri:<\/p>\n
IonQ (IONQ) \u015eirket, beklentileri a\u015fan d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve g\u00fc\u00e7l\u00fc 2026 mali y\u0131l\u0131 gelir tahmini sonras\u0131 y\u00fczde 12 y\u00fckseldi. 2026 gelir beklentisi 225\u2013245 milyon dolar aral\u0131\u011f\u0131nda a\u00e7\u0131klan\u0131rken (192,6 milyon dolar konsens\u00fcs \u00fczeri), ilk \u00e7eyrek i\u00e7in 48\u201351 milyon dolar sat\u0131\u015f \u00f6ng\u00f6r\u00fcld\u00fc. (Olumlu)<\/p>\n
C3.ai (AI) hisseleri, beklentilerin alt\u0131nda kalan bilan\u00e7o ve zay\u0131f gelir tahmini sonras\u0131 sert d\u00fc\u015ft\u00fc. \u015eirket d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in 48\u201352 milyon dolar gelir \u00f6ng\u00f6rerek 77,7 milyon dolar beklentisinin olduk\u00e7a alt\u0131nda kald\u0131 ve y\u0131ll\u0131k projeksiyonunu da a\u015fa\u011f\u0131 \u00e7ekti(Olumsuz)<\/p>\n
Salesforce (CRM), G\u00fc\u00e7l\u00fc d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 ve 50 milyar dolarl\u0131k geri al\u0131m yetkisine ra\u011fmen 2027 mali y\u0131l\u0131 beklentilerinin yat\u0131r\u0131mc\u0131lar\u0131 tatmin etmemesi \u015firket hisselerinde d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131. \u0130lk \u00e7eyrek gelir ve hisse ba\u015f\u0131 kar tahminleri beklenti \u00fczeri olsa da, y\u0131ll\u0131k EPS projeksiyonu s\u0131n\u0131rl\u0131 kald\u0131.(Olumsuz)<\/p>\n
Zoom Communications (ZM) hisseleri kar\u0131\u015f\u0131k bilan\u00e7o ve zay\u0131f ilk \u00e7eyrek EPS beklentisi sonras\u0131 geriledi. \u0130lk \u00e7eyrek gelir tahmini beklentiye paralel a\u00e7\u0131klan\u0131rken, hisse ba\u015f\u0131na k\u00e2r tahmini konsens\u00fcs\u00fcn alt\u0131nda kald\u0131. 2027 mali y\u0131l\u0131 gelir rehberli\u011fi ise piyasa beklentisinin hafif \u00fczerinde a\u00e7\u0131kland\u0131.(Olumsuz)<\/p>\n
Bug\u00fcn A\u00e7\u0131klanmas\u0131 Beklenen \u00d6nemli \u015eirket Bilan\u00e7olar\u0131: Intuit, Monster Beverage Corporation, Dell Technologies, Warner Bros. Discovery, CoreWeave, Rocket Companies, Baidu”<\/p>\n
<\/strong> \u0130stanbul, 26 \u015eubat (Hibya)- Gedik Yat\u0131r\u0131m, Bitcoinin 68 bin dolar \u00fczerinde tutunarak risk i\u015ftah\u0131ndaki dalgalanmaya ra\u011fmen stabil g\u00f6r\u00fcn\u00fcm sergiledi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":53124,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-53123","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53123","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=53123"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53123\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53124"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"