Mobil Teknoloji Haberler: 11 Eylül 2025 - 29 Eylül 2025

October 27, 2025, 7:38 PM EDT. Big Tech earnings are on deck as Microsoft, Amazon and Apple prep results. The discussion flags Microsoft for steady growth, with Azure anchored by cloud demand and CFO Amy Hood stressing capex will not outpace revenue growth. For Amazon, cost discipline and automation are cited as lifting revenue per employee and margins, with potential for higher profitability even after layoffs. The panel expects AI capex to continue, driving productivity gains and signaling the next leg of the bull market, though not every AI bet will pay off. Investors will watch how many AI winners emerge across sectors and whether profitability metrics realistically follow. The chat also notes Apple's AI positioning and how its AI bets have fared so far, amid stock-specific risk and debate about AI economics.

October 27, 2025, 7:36 PM EDT. An Oklahoma City man using a Tesla captured a near-miss as a National Guard OA-1K Skyraider II flew low, crossed a road, and crashed after an engine failure. The aircraft then struck power lines, ignited a brush fire, and the pilots survived. The training mission originated from Will Rogers Air National Guard Base and is under investigation. The incident highlights the limits of even advanced systems; drivers should rely on ADAS and maintain vigilance, as a dash cam can reveal hazards that automated features may not anticipate. No one on the ground was injured, and investigators continue to review the crash.

October 27, 2025, 7:30 PM EDT. DJI Neo proves you don't need to spend big on a drone to fly high. At just $159 for Prime Members, this 135g pocketable drone offers a 4K/30fps camera and a 12MP sensor that captures details like rippling water. Features include palm takeoff, voice commands, and easy follow modes that keep you locked onto a subject at a safe distance. With the optional RC-N3 remote you can reach up to 3km, or strap on FPV goggles for immersive flying. The lightweight, guard-protected design helps sessions run longer with less risk, and you can start controller-free before dialing in more settings via the app. A great entry point for beginners and travelers who want standout aerial shots without breaking the bank.

October 27, 2025, 7:24 PM EDT. Qualcomm shares jumped 11% after unveiling new AI chips intended to rival Nvidia and AMD. The reveal underscores Qualcomm's push beyond mobile into AI hardware for data-center and edge workloads, expanding its ecosystem in the growing AI chip race. Investors reacted positively, boosting confidence in Qualcomm's AI roadmap and its ability to monetize new silicon and software offerings amid intensifying competition.

October 27, 2025, 7:20 PM EDT. A new NBER working paper, 'The Musk Partisan Effect on Tesla Sales,' uses county-level data and a difference-in-differences approach to quantify how Elon Musk's political actions since October 2022 affected Tesla demand in the US. The authors compare heavily Democratic counties to Republican counties and find that Musk's Twitter activity and related spending shifted consumer preferences away from Tesla in Democratic areas, cutting US sales by roughly 1.0 to 1.26 million cars between Oct 2022 and Apr 2025. The study argues this is a brand effect tied to Musk's politics, with a 67%-83% drop relative to actual sales. While some impact may extend to Europe, the report emphasizes a nearly one-for-one substitution toward other EVs in the period.