NEW YORK (AP) \u2014 ABD borsas\u0131 Sal\u0131 g\u00fcn\u00fc, yapay zeka (AI) patlamas\u0131n\u0131n kazananlar\u0131n\u0131n y\u00fckseli\u015fini s\u00fcrd\u00fcrmesiyle yeni rekor seviyelere ula\u015ft\u0131.<\/p>\n
S&P 500 endeksi g\u00fcn boyunca k\u00fc\u00e7\u00fck kazan\u00e7lar ve kay\u0131plar aras\u0131nda gidip geldikten sonra %0,1 y\u00fckseldi. Dow Jones Sanayi Ortalamas\u0131 228 puan veya %0,4 eklerken, Nasdaq bile\u015fik endeksi %0,1’den az bir art\u0131\u015fla kapand\u0131. Her \u00fc\u00e7 endeks de t\u00fcm zamanlar\u0131n en y\u00fcksek seviyelerine ula\u015ft\u0131.<\/p>\n
Hewlett Packard Enterprise, piyasaya \u00f6nc\u00fcl\u00fck eden \u015firketlerden biri oldu ve son \u00e7eyrekte analist beklentilerini a\u015fan bir k\u00e2r bildirmesinin ard\u0131ndan hisseleri %19,5 f\u0131rlad\u0131. \u015eirket, yapay zeka yeteneklerini geli\u015ftiren m\u00fc\u015fterilerden gelen talebi bu ba\u015far\u0131ya ba\u011flad\u0131.<\/p>\n
Marvell Technology, Nvidia CEO’su Jensen Huang’\u0131n Tayvan’daki bir konferansta Marvell’\u0131n \u201cbir sonraki trilyon dolarl\u0131k \u015firket\u201d olabilece\u011fini \u00f6ne s\u00fcrmesinin ard\u0131ndan, hisselerinin 2000 y\u0131l\u0131nda i\u015flem g\u00f6rmeye ba\u015flamas\u0131ndan bu yana en iyi g\u00fcn\u00fcn\u00fc ya\u015fayarak %32,5 s\u0131\u00e7rad\u0131. Geni\u015fleyen devler kul\u00fcb\u00fcne en son kat\u0131lan \u015firket, benzer \u015fekilde yapay zeka dalgas\u0131n\u0131 s\u00fcren Micron Technology olmu\u015ftu. %0,7 d\u00fc\u015fen Nvidia’n\u0131n toplam de\u011feri ise 5 trilyon dolar\u0131 a\u015fm\u0131\u015ft\u0131.<\/p>\n
Generac, ad\u0131 a\u00e7\u0131klanmayan \u201c\u00f6nde gelen bir hiperskal veri merkezi operat\u00f6r\u00fcne\u201d yedek g\u00fc\u00e7 jenerat\u00f6rleri sa\u011flamak \u00fczere bir anla\u015fma imzalad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan %5,7 y\u00fckseldi.<\/p>\n
Bu t\u00fcr \u201chiperskalleyiciler\u201d, k\u00fcresel ekonomi i\u00e7in bir sonraki b\u00fcy\u00fck devrim oldu\u011funa inan\u0131lan yapay zeka veri merkezlerini in\u015fa etmek i\u00e7in muazzam miktarda para harc\u0131yorlar.<\/p>\n
Alphabet de bu hiperskalleyicilerden biri ve Google’\u0131n ana \u015firketi, yat\u0131r\u0131mlar\u0131n\u0131 finanse etmek amac\u0131yla hisse satarak 80 milyar dolar nakit toplad\u0131\u011f\u0131n\u0131 belirtti. Bu y\u0131l ekipman ve di\u011fer yat\u0131r\u0131mlar i\u00e7in 190 milyar dolara kadar harcama yapmay\u0131 planl\u0131yor.<\/p>\n
Bu miktar, The Walt Disney Co.’nun t\u00fcm hisse de\u011ferinden daha fazla ve Alphabet, gelecek y\u0131lki yat\u0131r\u0131m harcamalar\u0131n\u0131n \u201c\u00f6nemli \u00f6l\u00e7\u00fcde artaca\u011f\u0131n\u0131\u201d tahmin ediyor.<\/p>\n
Bu denli b\u00fcy\u00fck mebla\u011flar, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n t\u00fcm bu harcamalara de\u011fecek k\u00e2r ve \u00fcretkenli\u011fi sa\u011flay\u0131p sa\u011flayamayaca\u011f\u0131 sorusunu g\u00fcndeme getiriyor. Ele\u015ftirmenler, yapay zeka yat\u0131r\u0131m\u0131nda bir balon olas\u0131l\u0131\u011f\u0131ndan zaten bahsediyorlard\u0131 ve Alphabet’in hisseleri %3,9 d\u00fc\u015ft\u00fc. Bu d\u00fc\u015f\u00fc\u015f, S&P 500 \u00fczerindeki en b\u00fcy\u00fck a\u011f\u0131rl\u0131klardan biri oldu.<\/p>\n
Genel olarak, S&P 500 endeksi 9,82 puan artarak 7.609,78’e y\u00fckseldi. Dow Jones Sanayi Ortalamas\u0131 228,91 puan kazanarak 51.307,79’a, Nasdaq bile\u015fik endeksi ise 7,09 puan artarak 27.093,90’a \u00e7\u0131kt\u0131.<\/p>\n
Analistler, S&P 500’\u00fcn 2023’ten bu yana en uzun serisi olan dokuz haftal\u0131k kesintisiz kazan\u00e7 serisinin ard\u0131ndan geni\u015f ABD borsas\u0131n\u0131n bir yava\u015flama d\u00f6nemine girebilece\u011fini belirtiyorlard\u0131. Bu y\u00fckseli\u015f b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ABD \u015firketlerinden gelen g\u00fc\u00e7l\u00fc k\u00e2r raporlar\u0131 ile ABD ve \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 yeniden a\u00e7mak i\u00e7in bir anla\u015fmaya varaca\u011f\u0131 umutlar\u0131na ba\u011flanm\u0131\u015ft\u0131. Bu, petrol\u00fcn Basra K\u00f6rfezi’nden serbest\u00e7e akmas\u0131n\u0131 sa\u011flayacak ve umar\u0131z fiyat\u0131n\u0131 d\u00fc\u015f\u00fcrecekti.<\/p>\n
Petrol piyasas\u0131nda fiyatlar, ge\u00e7en haftaki d\u00fc\u015f\u00fc\u015f\u00fcn daha fazlas\u0131n\u0131 telafi etmek i\u00e7in tekrar y\u00fckseldi. Uluslararas\u0131 standart olan Brent ham petrol\u00fc %1,1 t\u0131rmanarak varil ba\u015f\u0131na 96,00 dolara yerle\u015fti ve sava\u015f \u00f6ncesi yakla\u015f\u0131k 70 dolarl\u0131k seviyesinin olduk\u00e7a \u00fczerinde kalmaya devam ediyor.<\/p>\n
Tahvil piyasas\u0131nda ise Hazine getirileri nispeten istikrarl\u0131yd\u0131.<\/p>\n
10 y\u0131ll\u0131k Hazine tahvilinin getirisi Pazartesi ak\u015fam\u0131 %4,47’den %4,45’e geriledi. ABD’li i\u015fverenlerin Nisan sonunda ekonomistlerin bekledi\u011finden \u00e7ok daha fazla i\u015f ilan\u0131 verdi\u011fini belirten bir raporun ard\u0131ndan k\u0131sa s\u00fcreli\u011fine y\u00fckseldi, ancak raporun yay\u0131nlanmas\u0131ndan hemen \u00f6nceki seviyesine h\u0131zla geri d\u00f6nd\u00fc.<\/p>\n
D\u00fcnya genelinde y\u00fcksek getiriler son zamanlarda ekonomileri yava\u015flatma ve hisse senetleri ile di\u011fer t\u00fcm yat\u0131r\u0131m t\u00fcrlerinin fiyatlar\u0131n\u0131 d\u00fc\u015f\u00fcrme tehdidi olu\u015fturdu. Zaten ortalama uzun vadeli ABD mortgage oran\u0131n\u0131 dokuz ay\u0131n en pahal\u0131 seviyesine \u00e7\u0131karm\u0131\u015flard\u0131 ve ABD ekonomisinin son zamanlardaki b\u00fcy\u00fcmesini destekleyen yapay zeka veri merkezlerini in\u015fa etmek i\u00e7in \u015firketlerin bor\u00e7lanmas\u0131n\u0131 k\u0131s\u0131tlayabilirler.<\/p>\n
Yurt d\u0131\u015f\u0131 borsalarda ise Avrupa ve Asya’n\u0131n b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fcnde endeksler y\u00fckseldi.<\/p>\n
Hong Kong’un Hang Seng endeksi %2,5 s\u0131\u00e7rayarak d\u00fcnyan\u0131n en b\u00fcy\u00fck hareketlerinden birini ger\u00e7ekle\u015ftirdi.<\/p>\n
AP \u0130\u015f Yazarlar\u0131 Yuri Kageyama ve Matt Ott bu rapora katk\u0131da bulunmu\u015ftur.
\nTelif Hakk\u0131 2026 The Associated Press. T\u00fcm haklar\u0131 sakl\u0131d\u0131r. Bu materyal izinsiz yay\u0131nlanamaz, yay\u0131nlanamaz, yeniden yaz\u0131lamaz veya yeniden da\u011f\u0131t\u0131lamaz.<\/p>\n
#YapayZeka #Borsa #WallStreet #TeknolojiHisseleri #S&P500 #Nasdaq #DowJones #Yat\u0131r\u0131m #VeriMerkezleri #Ekonomi<\/p>\n","protected":false},"excerpt":{"rendered":"
NEW YORK (AP) \u2014 ABD borsas\u0131 Sal\u0131 g\u00fcn\u00fc, yapay zeka (AI) patlamas\u0131n\u0131n kazananlar\u0131n\u0131n y\u00fckseli\u015fini s\u00fcrd\u00fcrmesiyle yeni rekor seviyelere ula\u015ft\u0131. S&P 500 endeksi g\u00fcn boyunca k\u00fc\u00e7\u00fck kazan\u00e7lar ve kay\u0131plar aras\u0131nda gidip geldikten sonra %0,1 y\u00fckseldi. Dow Jones Sanayi Ortalamas\u0131 228 puan veya %0,4 eklerken, Nasdaq bile\u015fik endeksi %0,1’den az bir art\u0131\u015fla kapand\u0131. Her \u00fc\u00e7 endeks de […]<\/p>\n","protected":false},"author":2,"featured_media":30657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-30656","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iran-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/30656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=30656"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/30656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/30657"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}