Bloomberg HT Haberler K\u00fcresel piyasalarda yapay zeka kaynakl\u0131 d\u00fc\u015f\u00fc\u015f tersine \u00e7evrildi K\u00fcresel piyasalarda yapay zeka kaynakl\u0131 d\u00fc\u015f\u00fc\u015f tersine \u00e7evrildi Wall Street d\u00fcn, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015felerin tetikledi\u011fi \u00fc\u00e7 g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan toparland\u0131.\u00a0 T\u00fcrkiye’nin ekonomi platformu Bloomberg HT’yi Google listesine ekleyin 16 Ekim 2026, 09:30 G\u00fcncelleme : 16 Ekim 2026, 09:30 S&P 500 \u00fc\u00e7 g\u00fcnl\u00fck kay\u0131p serisini sonland\u0131r\u0131rken, Nvidia CEO\u2019su Jensen Huang\u2019\u0131n \u00f6nemli m\u00fc\u015fterilerinden CoreWeave\u2019in finansal durumunu savunmas\u0131, \u00e7ip hisselerindeki sat\u0131\u015f bask\u0131s\u0131n\u0131n hafiflemesine yard\u0131mc\u0131 oldu. Son d\u00f6nemde piyasalardaki temel endi\u015fe, yapay zeka altyap\u0131s\u0131na yap\u0131lan dev yat\u0131r\u0131mlar\u0131n \u015firketlerin bu yat\u0131r\u0131mlardan sa\u011flayabilece\u011fi getirinin \u00f6n\u00fcne ge\u00e7mi\u015f olabilece\u011fi y\u00f6n\u00fcndeydi. \u00d6zellikle CoreWeave\u2019in kredi riskinin rekor seviyeye \u00e7\u0131kmas\u0131, y\u00fcksek bor\u00e7lanmayla finanse edilen veri merkezi yat\u0131r\u0131mlar\u0131na ili\u015fkin kayg\u0131lar\u0131 art\u0131rm\u0131\u015ft\u0131. D\u00fcnk\u00fc y\u00fckseli\u015f yaln\u0131zca teknoloji hisseleriyle s\u0131n\u0131rl\u0131 kalmad\u0131. S&P 500\u2019\u00fcn e\u015fit a\u011f\u0131rl\u0131kl\u0131 endeksi y\u00fczde 1,4 y\u00fckseldi, bu da al\u0131mlar\u0131n daha geni\u015f bir hisse grubuna yay\u0131ld\u0131\u011f\u0131na i\u015faret etti. Tahvil getirilerinin son d\u00f6nemde \u00e7ok y\u0131ll\u0131 zirvelere y\u00fckselmesi ise yat\u0131r\u0131mc\u0131lar\u0131n tahvillerin yeniden cazip hale gelip gelmedi\u011fini de\u011ferlendirmesine yol a\u00e7t\u0131. REKLAM REKLAM Crossbridge Capital\u2019dan Manish Singh, yapay zekaya y\u00f6nelik talebin ve uzun vadeli f\u0131rsat\u0131n ger\u00e7ek oldu\u011funu ancak altyap\u0131 yat\u0131r\u0131m\u0131 yapan her \u015firketin yat\u0131r\u0131mc\u0131lar i\u00e7in cazip getiri sa\u011flayamayaca\u011f\u0131n\u0131 s\u00f6yledi. Singh\u2019e g\u00f6re, \u201cYapay zeka gelecek olabilir, ancak bor\u00e7 servisi hala bug\u00fcn\u00fcn meselesi\u201d dedi. Bu sabah k\u00fcresel hisse senetleri y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcrken, dolar geriledi. Hareketin ana nedeni, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n g\u00fc\u00e7l\u00fc enflasyon verilerine ra\u011fmen yeni bir faiz art\u0131r\u0131m\u0131n\u0131 destekleyen bir mesaj vermemesi oldu. Warsh\u2019\u0131n konu\u015fmas\u0131n\u0131n ard\u0131ndan piyasan\u0131n Fed\u2019in bu ay faiz art\u0131raca\u011f\u0131na ili\u015fkin beklentisi y\u00fczde 25\u2019in \u00fczerinden y\u00fczde 15\u2019e geriledi. MSCI Asya Pasifik Endeksi TS\u0130 08:20 itibar\u0131yla y\u00fczde 1,6 y\u00fckselirken, S&P 500 vadeli kontratlar\u0131 y\u00fczde 0,6\u2019ya varan kay\u0131plar\u0131n\u0131 silerek y\u00fczde 0,2 art\u0131ya ge\u00e7ti. Bloomberg Dolar Endeksi y\u00fczde 0,1 gerilerken, alt\u0131n y\u00fczde 0,1 y\u00fckselerek ons ba\u015f\u0131na yakla\u015f\u0131k 4.175 dolara \u00e7\u0131kt\u0131. Hisse senetlerine destek veren bir di\u011fer unsur, \u00e7ip hisselerindeki sert sat\u0131\u015flar\u0131n hafiflemesi oldu. Warsh\u2019\u0131n yapay zekay\u0131 ABD ekonomisi a\u00e7\u0131s\u0131ndan \u00f6nemli bir f\u0131rsat olarak nitelendirmesi de teknoloji hisselerindeki toparlanmay\u0131 destekledi. Asya\u2019da Samsung Electronics ve SK Hynix y\u00fczde 4\u2019ten fazla y\u00fckselirken, Kospi \u00f6nceki g\u00fcnk\u00fc sert kay\u0131plar\u0131n ard\u0131ndan y\u00fczde 4 toparland\u0131. Buna kar\u015f\u0131l\u0131k Endonezya hisseleri, MSCI\u2019\u0131n \u00fclkenin geli\u015fmekte olan piyasa stat\u00fcs\u00fcn\u00fc art\u0131k hak etmedi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan y\u00fczde 11\u2019e varan d\u00fc\u015f\u00fc\u015fle Ocak 1998\u2019den bu yana en sert kayb\u0131n\u0131 ya\u015fad\u0131. \u0130lgili Haberler Eski SPK Ba\u015fkan\u0131 G\u00f6n\u00fcl hakk\u0131nda soru\u015fturma izni Netflix, k\u00fcresel i\u015fg\u00fcc\u00fcn\u00fcn y\u00fczde 6’s\u0131n\u0131 i\u015ften \u00e7\u0131karacak Apple’dan ABD tarihinin en y\u00fcksek patent tazminat\u0131na itiraz ABD’de Eyl\u00fcl enflasyonu 5 ay\u0131n zirvesinde ABD enflasyonu sonras\u0131 Citi de Fed tahminini de\u011fi\u015ftirdi Novak: Rusya ve ABD dizel yak\u0131t tedarik edecek, ilk sevkiyatlar ba\u015flad\u0131 Uluslararas\u0131 Enerji Ajans\u0131’ndan dizel krizi uyar\u0131s\u0131 Morgan Stanley, Blackrock ve Bank of America bilan\u00e7o a\u00e7\u0131klad\u0131 Almanya\u2019dan AB\u2019ye \u00c7in ithalat\u0131na kota \u00e7a\u011fr\u0131s\u0131 “ABD’li yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131 T\u00fcrkiye\u2019de” AB liderlerinin ilk g\u00fcndemi enerji fiyatlar\u0131 ve rekabet g\u00fcc\u00fc ASML’de y\u00fcksek talep beklentisi Eski SPK Ba\u015fkan\u0131 G\u00f6n\u00fcl hakk\u0131nda soru\u015fturma izni Netflix, k\u00fcresel i\u015fg\u00fcc\u00fcn\u00fcn y\u00fczde 6’s\u0131n\u0131 i\u015ften \u00e7\u0131karacak Apple’dan ABD tarihinin en y\u00fcksek patent tazminat\u0131na itiraz ABD’de Eyl\u00fcl enflasyonu 5 ay\u0131n zirvesinde ABD enflasyonu sonras\u0131 Citi de Fed tahminini de\u011fi\u015ftirdi Novak: Rusya ve ABD dizel yak\u0131t tedarik edecek, ilk sevkiyatlar ba\u015flad\u0131 Uluslararas\u0131 Enerji Ajans\u0131’ndan dizel krizi uyar\u0131s\u0131 Morgan Stanley, Blackrock ve Bank of America bilan\u00e7o a\u00e7\u0131klad\u0131 Almanya\u2019dan AB\u2019ye \u00c7in ithalat\u0131na kota \u00e7a\u011fr\u0131s\u0131 “ABD’li yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131 T\u00fcrkiye\u2019de” AB liderlerinin ilk g\u00fcndemi enerji fiyatlar\u0131 ve rekabet g\u00fcc\u00fc ASML’de y\u00fcksek talep beklentisi<\/p>\n