Dow 400 puanlık yükselişle başlarken AI hisseleri rüzgârı güçlendi

Kısaca

Dow 0,49% yükseldi; S&P 500 37,96 puan kazandı ve 7.742,09 puanda kapattı Nasdaq 0,47% yükselişle 27.064,88 puana çıktı Akamai 11,6 milyar dolarlık bulut hizmetleri anlaşmasıyla desteklendi; 5% civarında tavan potansiyeli var

Ana mesele

ABD hisseleri yapay zekâya bağlı talep ve verimlilik iyileşmeleriyle yükseldi

Ne değişti?

yeniden canlanan yapay zekâ odaklı talep ve çoklu büyük kurumsal anlaşmalar ivme yarattı

Beni nasıl etkiler?

piyasaların kısa vadede teknolojiyi olumlu yönlü fiyatlaması olası

Ne oldu?

AA şirketler endeksi AI odaklı talep nedeniyle yükseldi; Microsoft Copilot güncellemeleri etkili oldu

Neden şimdi?

AI yatırımları ve kurumsal anlaşmalar piyasa havasını güçlendirdi; İran ile savaş endişeleri hafiflediğini belirten haberler var

Neden önemli?

Teknoloji ve altyapı hisseleri öncülük ediyor; yatırımcı güveni belirgin ölçüde iyileşiyor

Kimler etkileniyor?

• yatırımcılar
• kurumsal yatırımcılar
• teknoloji şirketleri

Sektör ve piyasa etkisi

teknoloji ve sermaye harcamaları açısından olumlu sinyaller

Riskler

• yüksek volatilite potansiyeli
• jeopolitik gelişmelerden etkilenme
• faiz oranı belirsizliği

Takip edilmesi gerekenler

• AI harcamalarındaki artış
• Bütçe ve kâr marjları
• İran ile ilgili gelişmeler ve enerji maliyetleri

Haberin tamamı

Wall Street ended higher on Friday, lifted by Microsoft and other AI-related technology stocks, while high oil prices and a recent surge in US Treasury yields kept investors on edge.The S&P 500 gained 37.96 points, or 0.49%, to end at 7,742.09 points, while the Nasdaq Composite gained 125.51 points, or 0.47%, to 27,064.88.

The Dow Jones Industrial Average rose 469.07 points, or 0.91%, to 51,819.05.Gains in the S&P 500 and Nasdaq capped a volatile week driven by uncertainty about what industries will win and lose from artificial intelligence, and by concerns about the US war with Iran and a surge in US Treasury yields.Microsoft rallied after the software giant unveiled several new capabilities in its Copilot app, including a coding tool and an always-on AI agent.Akamai Technologies surged after an $11.6 billion cloud services deal with AI leader Anthropic.

The deal includes a warrant that could give Anthropic up to 5% of Akamai. That's a positive from the standpoint that people are still investing, deals are still being done, said Thomas Martin, senior portfolio manager at Globalt Investments in Atlanta. It's another circular deal, so OK ... but Akamai stock is up. Chip maker Qualcomm gained and Dell also advanced.Meta Platforms dipped.

The social media company's stock has soared about 13% this week amid a strong reception to its Muse AI agent, which analysts say could benefit tech infrastructure stocks, while challenging banks, online shopping platforms and other consumer businesses.The S&P 500 this week has traded just under 19 times expected earnings, its lowest valuation since 2023, according to LSEG data.

AI-related heavyweights are responsible for much of the recent increase in earnings expectations.A report that US and Iranian negotiators continued to explore a phased path out of the war, which would involve Tehran reopening the Strait of Hormuz and Washington lifting its economic blockade, helped market sentiment.Data also showed strong AI-related capital expenditures boosted demand for key manufactured capital goods, outpacing expectations in August.Brent crude eased but remained above $100 a barrel.

The yield on the benchmark US 10-year Treasury note hit a fresh 19-year high and was last up 3.4 basis points at 5.196%.Traders see a 66% chance of the Federal Reserve increasing interest rates by at least 25 basis points in October, up from around 50% earlier this week, the CME Group's FedWatch Tool showed.US President Donald Trump said he had a very productive meeting with President Xi Jinping, following a three-day summit that showcased personal diplomacy rather than big breakthroughs in economic relations.Magazine publisher People Inc jumped after a report said MGM Resorts International was discussing a bid for the company.

Kaynaklar

• Economic Times - Markets