Finans Haberler: 29 Temmuz 2025 - 23 Eylül 2025

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector

Yapay Zeka Hisselerinde Haftalık: Beklenmedik Kazançlar, Büyük Anlaşmalar ve Teknolojinin En Sıcak Sektöründe Cesur Tahminler

Microsoft’un Azure geliri yıldan yıla %39 arttı, tahminlerin yaklaşık 5 puan üzerinde gerçekleşti ve toplam çeyrek gelirinde %18 artışa katkıda bulundu; MSFT hissesi ise 1 Ağustos’ta yaklaşık %1,8 düştü. Google’ın Alphabet’i, arama reklamlarının %12 ve Cloud’un %32 artmasıyla Q2’de beklentileri aştı; 2025
Ekim 1, 2025
Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)

Bitcoin, Tarife Şoku ile Gerilerken SEC’nin “Project Crypto” Hamlesi Cesur Değişimi Tetikledi – Kripto Özeti (31 Temmuz–1 Ağustos 2025)

Bitcoin fiyatı 1 Ağustos’ta %6,6 düşerek 116.000 doların altına geriledi ve kripto piyasası değer kaybetti. ABD’nin ticaret anlaşması olmayan ülkelere uyguladığı %15–20’lik yeni tarifeler 1 Ağustos’ta yürürlüğe girdi ve enflasyon endişelerini artırdı. Satış dalgası sırasında 24 saat içinde yaklaşık 629 milyon dolarlık
Eylül 23, 2025
Crypto Shockwaves: Bitcoin Near $119K, White House “Regulatory Bible”, and Altcoin Turmoil – July 29-30, 2025 Roundup
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Kripto Şok Dalgaları: Bitcoin 119 Bin Dolara Yaklaştı, Beyaz Saray’ın “Düzenleme İncil’i” ve Altcoin Çalkantısı – 29-30 Temmuz 2025 Özeti

Bitcoin, 29-30 Temmuz 2025’te yaklaşık 118.000-119.000 $ aralığında işlem gördü; bu, ay ortasında ulaşılan 123.230 $’lık tüm zamanların en yüksek seviyesinin yaklaşık %4 altında. Beyaz Saray, 30 Temmuz 2025’te dijital varlıklar için bir “düzenleyici İncil” olarak tanımlanan bir kripto para politikası raporu
Eylül 21, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

Yapay Zekâ Hisseleri, CEO Değişiklikleri, 4 Trilyon Dolarlık Eşikler ve Büyük Teknoloji Yatırımlarıyla Wall Street’i Şaşırtarak Rekor Seviyelere Fırladı

AI Saf Temalı Şirketler Odakta: C3.ai, SoundHound, BigBear.ai Teknoloji Devleri Yapay Zekaya Yatırımı Artırıyor Alphabet (GOOGL) – Google’ın ana şirketi, Q2 kazançlarını ezip geçtikten sonra bu hafta piyasayı yeni zirvelere taşıdı. Alphabet, yapay zekaya yapılan yoğun yatırımın karşılığını verdiğini doğruladı: Google Cloud
Temmuz 29, 2025

Technology News

  • DJI Action 6 Review: A Versatile, Variable-Aperture Action Camera Sets a New Standard
    November 18, 2025, 11:18 PM EST. DJI Action 6 redefines the action camera by adding a variable aperture (f/2.0-f/4.0) and a new 1/1.1-inch square sensor with 2.4 μm pixels, delivering strong image quality and natural color in 10-bit 4K. It ships with robust stabilisation, seamless DJI Mic support, and built-in storage, making it a flexible tool for creators, vlogs, and on-set work. However, it's slightly larger and heavier than the Action 5 Pro, incompatible with older waterproof cases, and limited to two wireless transmitters (even with newer Mic 3 features). Priced at AUD$669 (Standard) or AUD$839 (Adventure), with a slate of in-house accessories. Compared with the GoPro HERO13 Black and the Osmo Action 5 Pro, the Action 6 stands out for versatility despite premium pricing.
  • Microsoft and Nvidia Invest in Anthropic; JPMorgan Bullish Nvidia Pre-Earnings Play
    November 18, 2025, 11:10 PM EST. Leading AI chip maker NVIDIA is in focus as JPMorgan flags a bullish options setup ahead of its fiscal Q3 results. The note argues a beat-and-raise could spur a catch-up trade, with meaty upside on NVDA through mid-2025 and a ~6.4% implied move. The trade centers on buying call spreads, with break-even near $199.30 and upside capped by the upper strike around $212.19 after recent trading in the $180-$210 range. The broader AI backdrop stays intense as Microsoft and NVIDIA back Anthropic with Azure capacity around $30 billion, highlighting demand for advanced computing and AI services.
  • Why I finally gave up on the 3.5 mm headphone jack in smartphones
    November 18, 2025, 11:06 PM EST. From cassette nostalgia to a wireless future, the 3.5 mm jack vanished one phone at a time. The precursor was Oppo's Finder in 2012, but the change truly accelerated with Apple's move in 2016 on the iPhone 7, and again with Samsung's Galaxy Note 10 in 2019. Reasons cited ranged from design constraints and waterproofing to the push for thinner devices and, later, to favoring Bluetooth/wireless headphones. In the author's world, early wireless options suffered from unstable connections, limited battery life, and compromised sound quality, making wired gear worth keeping. As Bluetooth improved, latency dropped and quality rose, the nostalgia faded and the tradeoffs narrowed. Today, the shift reflects a broader move toward a cordless, more portable audio ecosystem.
  • Tesla Stock Stalls as Nvidia AI Verdict Looms and Market Holds Breath
    November 18, 2025, 11:04 PM EST. Tesla stock slipped 1.4% to around $403 as the broader market paused ahead of Nvidia's pivotal AI earnings verdict. The stall comes as investors await Nvidia's report, seen as the driver of AI-powered market leadership. Nvidia is expected to post strong Q3 sales and guide for Q4, underscoring AI's role as the market's new engine and tying Tesla's performance to the AI chip winner. Analysts show a mixed view on TSLA, with a Hold consensus on TipRanks and a target near $384, implying modest downside. The piece also notes AI's widening market dominance-the Magnificent Seven dwarf traditional sectors-heightening sensitivity to Nvidia CEO Jensen Huang's commentary. Investors should watch Nvidia's guidance and any signals from Elon Musk about AI-driven autos and robotics.
  • Google CEO: No Company Is Immune to AI - What It Means for Consultants and Workflows
    November 18, 2025, 11:00 PM EST. Google CEO Sundar Pichai warns that no company will be immune to AI, signaling vast opportunities to redesign workflows across CRM, logistics, finance and more. The piece argues that while core business goals stay the same, AI will supercharge workflows, creating demand for consultants, MBAs, and tool builders who can rewire processes. Tracing three eras-Steam Era (process efficiency and the birth of consulting), the Digital Era (product managers shaping predefined workflows), and the AI Era (dynamic, adaptive workflows)-the argument suggests the next wave hinges on people who redesign systems to fit evolving needs. Early examples include Cursor in coding and improved interfaces like Google Docs and smarter assistants, while Clippy shows why AI needs context.