Trump ve Jensen Piyasaları Vuruyor !
Trump’ın açıklamaları ve Jensen Huang hakkındaki gelişmelerin piyasalara etkisini kendi bakış açımdan değerlendiriyorum.Nvidia ve Yapay Zeka şirketlerinden petrol, faizler ve Anthropic halka arzına uzanan gündemi ele alıyorum.
00:00 Piyasalarda iki ayrı fırtına
01:05 Endeksler, Nvidia ve tahvil faizleri
01:36 Jensen Huang ve Nvidia yönetimi
02:34 Nvidia hissesi ve Yapay Zeka ekosistemi
04:16 Faiz artışı beklentisi ve enflasyon
05:04 Konut, bütçe açığı ve ABD ekonomisi
06:06 Petrol, dolar, kripto ve Japonya riski
07:06 Anthropic halka arzı ve Nvidia bilançosu
08:04 Intel ve şirket bilançoları
09:26 ÜFE, Fed konuşmaları ve izlenecek başlıklar
#Nasdaq, #Nvidia, #NVDA, #AMD, #Broadcom, #AVGO, #Supermicro, #SMCI, #CoreWeave, #CRWV, #Nebius, #NBIS, #Intel, #INTC, #Cisco, #CSCO, #AppliedMaterials, #AMAT, #Cerebras, #CBRS, #Microsoft, #MSFT, #Anthropic, #OpenAI, #YapayZeka, #Petrol, #Faiz Receive SMS online on sms24.me
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