Yenilikler Haberler: 26 Ağustos 2025 - 15 Eylül 2025

October 11, 2025, 2:10 PM EDT. Tesla has benefited from government support, including the $7,500 EV tax credit that expired on Sept. 30 as part of the Inflation Reduction Act. The end of the credit removes a key affordability lever just as rivals push to scale, and analysts expect a significant impact on EV demand. Rhodium Group projects a 16%–38% drop in EV sales versus what would have occurred with the credit, while automakers may see a pull-forward demand before the deadline fade. Tesla's Q3 results have been mixed, with revenue pressure and high interest rates weighing on buyers, a factor Musk has long highlighted. The company may be the biggest loser from the policy shift, even as some buyers remain price-sensitive and seek value. The landscape for EV pricing and demand is likely to tighten.

October 11, 2025, 2:09 PM EDT. Top economist Torsten Slok calls the convergence of new China tariffs, AI-valuation fears, and a looming federal shutdown a 'perfect storm' for markets. Trump’s 100% tariff on China, potential 130% hikes, and upcoming software export controls came after the 'Liberation Day' shock and sent the S&P 500, Dow, and Nasdaq lower. Slok warns tariffs take time to filter through, implying persistent inflation pressures and weaker GDP growth. The macro tilt is further amplified by AI-bubble concerns and a government shutdown that could affect thousands of federal jobs (>4,000). Investors now face renewed policy uncertainty and deteriorating valuations, even as the market contends with uncertainty about the path of global trade and technology policy.

October 11, 2025, 1:27 PM EDT. Nvidia's sovereign AI business is the fastest-growing engine of its AI-driven data center platform. CFO Colette Kress says the segment is on track to exceed $20B in sovereign AI revenue this year, more than doubling last year. The EU plans to invest €20B to build 20 AI factories across France, Germany, Italy, and Spain, including five gigafactories powered by Nvidia GPUs. CEO Jensen Huang notes nations are investing in AI infrastructure like they did electricity and the Internet, expanding national programs from Sweden to Japan to the UK. Nvidia's sovereign AI demand comes from both public sector and policy-driven demand, strengthening Nvidia's position as the leader in the AI compute ecosystem and potentially accelerating overall NVDA revenue growth.

October 11, 2025, 1:26 PM EDT. Hybrid smartwatches blend a traditional analog dial with discreet smart features, offering a stylish alternative to typical wearables. They preserve a classic design—with a crown and real watch hands—while delivering essential health tracking and smart notifications without a constant digital footprint. Design flexibility shines on days you want a dressy look; devices like the Withings ScanWatch 2 have won beauty pages, showing that form can lead to broader appeal. Battery life is often stronger than full-display rivals, letting you go longer between charges. If you value style, discretion, and simplicity alongside core smart features, a hybrid may be your best next wearable.

October 11, 2025, 1:25 PM EDT. Stoke Space Technologies has raised $510 million in new funding from Thomas Tull's US Innovative Technology Fund and Silicon Valley Bank to accelerate the manufacture of its Nova Launch vehicle. The round brings Stoke's total capital raised to about $990 million. The funding will bolster production at its Moses Lake site, which features multiple launch pads, a lateral test site and a dedicated second-stage facility. Stoke aims for high-frequency access to orbit, enabling satellite constellation deployment, in-space mobility and downmass. The U.S. Space Force recently awarded Stoke a National Security Space Launch contract, underscoring demand for medium-lift capacity. Refurbishment of Launch Complex 14 at Cape Canaveral is expected to be complete and active in early 2026. CEO Andy Lapsa says the funding is essential to finish development and demonstrate Nova.