Borsa Haberleri
Son finansal haberler · Güncellendi Haz 24, 2026
Guggenheim EPAM Systems (EPAM) için 2. Çeyrek Gelir Görünümüne Yönelik Riskler Ortasında Hedef Fiyatını Düşürdü
Guggenheim Cuts PT on EPAM Systems (EPAM) Amid Risks to Q2 Revenue Outlook
EPAM's 'quality vendor' status is being challenged due to potential margin compression in Q2, driven by a 'softer demand environment' …
Yapay Zeka Altyapısı Patlamasının En Büyük Kazananı Wall Street'in Düşündüğü Kişi Değil
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
While Dell's AI revenue growth and backlog are promising, the panelists have significant concerns about the sustainability of margins, potential …
Deutsche Bank, Birkenstock Holding (BIRK) Fiyat Hedefini Düşürdü, 2. Çeyrek Öncesi
Deutsche Bank Cuts PT on Birkenstock Holding (BIRK) As Part of Q2 Preview
The panel is divided on Birkenstock's outlook, with concerns about inventory levels, geopolitical risks, and currency volatility offsetting optimism about …
Groupe Bruxelles Lambert'in 1. Çeyrek Kârı, NAV Düşüşüyle %31 Düştü
Groupe Bruxelles Lambert Q1 Profit Falls 31% As NAV Declines
GBL's Q1 results show a complex picture with cash earnings up 21% but NAV down 14%. The company is pivoting …
Meta'nın 1000 Dolara Giden Yolu Tek Bir Büyük Soruyu Cevaplamasına Bağlı
Meta's Path to $1000 Depends on One Massive Question
The panel is divided on Meta's path to $1000 share price, with concerns about AI capex, regulatory risks, and competition, …
Nisan ayı işgücü raporundan beklenenler
Here's what to expect from Friday's release of the April jobs report
The panel consensus is that the labor market is stagnating despite superficial stability, with a K-shaped wage divergence causing real …
Anthropic CEO Dario Amodei, bazı yazılım şirketlerinin 'tamamen batacağını' konusunda uyarıyor
Anthropic CEO Dario Amodei warns some software companies will 'completely go bust'
The panel discusses the impact of AI on software complexity moats, with a consensus that while AI integration is rampant, …
Super Micro, yapay zeka sunucu talebine güvenerek yukarı yönlü tahmin veriyor, hisseler fırladı
Super Micro bets on AI server demand to provide upbeat forecast, shares soar
Despite a strong Q4 revenue guidance, Super Micro's (SMCI) stock price increase is largely driven by relief rather than fundamentals. …
AEP 2026 Yılının 1. Çeyreğindeki GAAP kârı %9 artışla 874 milyon dolara yükseldi
AEP Q1 2026 GAAP earnings rise 9% to $874m
The panel has mixed views on AEP's prospects. While some see it as a prime AI power play with robust …
Citi, bankacıları ve servet danışmanları için yönlendirme ödemelerini değiştiriyor
Citi changes referral pay for bankers and wealth advisers
Citi's shift to direct referral payouts aims to boost synergies and fee-based revenue, but faces execution risks and potential regulatory …
Peabody Energy Q1 Kazanç Konuşması Özetleri
Peabody Energy Q1 Earnings Call Highlights
Despite strong seaborne thermal performance, Centurion's operational issues and unhedged diesel exposure pose significant risks. The panel is divided on …
Neden Nebius Group Hissesi Nisan Ayında %33 Artış Gösterdi ve Yükselişini Neden Sürdürüyor?
Why Nebius Group Stock Popped 33% in April and Why It Continues to Power Higher
Nebius' high valuation is based on distant milestones and speculative partnerships, with significant execution risks including geopolitical overhang, power grid …