Enflasyon Patladı Ama...

Enflasyon beklentiyi aştı ama petroldeki düşüş tabloyu değiştirebilir mi? Fed ve faizler için beklentimi anlatıyorum.

Nvidia’daki belirsizlikleri, CoreWeave bilançosunu, Anthropic halka arzını ve Rigetti’yi değerlendiriyorum.

00:00 Açılış
00:53 Enflasyon ve piyasaların tepkisi
01:43 Fed ve faiz beklentim
04:20 Tahvil faizleri
04:59 Petrol ve altın
05:19 Nvidia: Gelişmeler ve belirsizlikler
07:23 CoreWeave bilançosu
08:11 Anthropic halka arzı
09:03 Rigetti ve kuantum hisseleri
09:50 Vadeliler ve Asya
10:07 Takvim ve kapanış

#Nasdaq, #Enflasyon, #Fed, #Nvidia, #NVDA, #CoreWeave, #CRWV, #Nebius, #NBIS, #Anthropic, #Rigetti, #RGTI, #YapayZeka Receive SMS online on sms24.me

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