Borsa Haberleri
Son finansal haberler · Güncellendi May 23, 2026
Hugo Barra'nın Meta'ya Dönüşü, 5 Yıl Sonra Ayrılışının Ardından, Zuckerberg'in Yapay Zeka Aciliyetini Vurguluyor
Hugo Barra's return to Meta 5 years after exit underscores Zuckerberg's AI urgency
Meta's pivot to AI agents is a significant shift, but the panel is divided on its potential success. While some …
Yasal yapay zeka girişimi Harvey, yatırım turunda 11 milyar dolar değerlemeye ulaştı, VC'ler model şirketlerin ötesine bahislerini yayıyor
Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies
The panel is divided on Harvey's $11B valuation, with concerns about sustainability, competition, and liability risks, but also acknowledging its …
Merck, kanser hattını güçlendirmek için Terns Pharmaceuticals'ı 6,7 milyar dolara satın alıyor
Merck to buy Terns Pharmaceuticals for $6.7 billion to boost cancer pipeline
Merck's $6.7B acquisition of Terns' leukemia drug is a high-stakes gamble to bridge the Keytruda patent cliff in 2028. While …
Dollar General, yeni CEO olarak Jerry Fleeman Jr.'ı atadı
Dollar General appoints Jerry Fleeman Jr as next CEO
The panel's net takeaway is that Dollar General's (DG) FY26 guidance projects a material deceleration in same-store sales, suggesting a …
Netflix (NFLX) Güçlü Sonuçlara ve Stratejik Genişleme Planlarına Rağmen Düştü
Netflix (NFLX) Slid Despite Strong Results and Strategic Expansion Plans
Despite mixed market performance, Renaissance's inclusion of Netflix (NFLX) as a top Q4 2025 holding in their Large Cap Growth …
Nutanix, Inc. (NTNX) Neden VMware'den Pazar Payı Kazanmasına Rağmen Düşük Performans Gösterdi
Why Nutanix, Inc. (NTNX) Underperformed Despite Gaining Market Share from VMware
The panelists debate Nutanix's (NTNX) positioning, with Claude and Gemini expressing bearish sentiments due to lack of concrete growth metrics …
Applied Materials, Inc. (AMAT) Güçlü AI Çip Talebi ve Dayanıklı İşletme Performansı Sayesinde Kazandı
Applied Materials, Inc. (AMAT) Gained on Strong AI Chip Demand and Resilient Operating Performance
The panel is divided on Applied Materials (AMAT), with concerns about capex compression and potential inventory overhang, but also opportunities …
Cardinal Health (CAH) İlaç Gücü ve Marj Genişlemesiyle Önemli Bir Katkı Sağladı
Cardinal Health (CAH) Emerged as a Key Contributor on Pharmaceutical Strength and Margin Expansion
Cardinal Health's (CAH) recent margin expansion, driven by specialty drugs and biosimilars, is being debated for sustainability. While some panelists …
L&G ve Manulife WAM küresel varlık yönetimi ittifakı kuruyor
L&G and Manulife WAM form global asset management alliance
The panel is divided on the L&G-Manulife alliance, with bullish views focusing on expanded distribution and product offerings, while bearish …
Lloyds, Behavox ile veri platformu anlaşmasını yeniledi
Lloyds renews agreement with Behavox for data platform
The panel agrees that Lloyds' multi-year renewal of Behavox's Mosaic signals satisfaction with the incumbent, but the absence of financial …
ABD şirketleri CFO'ları, savaş çıkana kadar sağlam bir ekonomik görünüm gördü, Fed anketi gösteriyor
US company CFOs saw a solid economic outlook, at least until war broke out, Fed survey shows
The panel consensus is that the CFO survey data is outdated and does not reflect the current geopolitical reality, particularly …
Avrupa hisseleri yükseldi, petrol düştü, piyasalar Trump'ın İran müzakereleri sözleriyle neşelendi
European stocks rise, oil falls, markets cheered by Trump talk of Iran negotiation
Despite a relief rally in European stocks and a drop in Brent crude, the panel remains skeptical due to Iran's …