Ralli Kalıcı mı? Nvidia, Anthropic ve Enflasyon Sınavı

Amerikan borsalarındaki toparlanmanın kalıcı olup olmadığını, Nvidia ile diğer çip hisselerindeki ayrışmayı ve enflasyonun yönü nasıl etkileyebileceğini yorumluyorum.

Anthropic gelişmeleri, veri merkezleri, petrol, Fed ve son bilançoları birlikte değerlendiriyorum.
Kendi düşüncelerimi paylaşıyorum; anlattıklarım yatırım tavsiyesi değildir.

00:00 Ralli kalıcı mı?
00:46 Endeksler ve yükselişin genişliği
01:29 Sanayi ve yarı iletkenlerde toparlanma
02:04 Nvidia, AMD ve çip hisseleri
03:10 Veri merkezleri için Senato adımı
04:14 Anthropic: Yeni modeller ve halka arz
06:25 Petrol ve barış beklentisi
06:47 Fed ve faiz beklentileri
07:39 Enflasyon: Rallinin asıl sınavı
09:08 Trade Desk ve Rocket Lab bilançoları
09:58 Veri takvimi ve kapanış değerlendirmem

#Nasdaq, #Nvidia, #NVDA, #AMD, #Broadcom, #AVGO, #Micron, #MU, #TSMC, #TSM, #GEVernova, #GEV, #Eaton, #ETN, #Anthropic, #JPMorgan, #JPM, #TheTradeDesk, #TTD, #RocketLab, #RKLB, #Enflasyon, #Fed, #YapayZeka Receive SMS online on sms24.me

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