Gemini 3.5 Pro gecikmesi küresel yapay zeka hisselerinde satış dalgası yarattı

29 kaynak
finance.yahoo.com
  • Alphabet hisseleri, Bloomberg'in Gemini 3.5 Pro'nun kodlama eksiklikleri nedeniyle Haziran ayı çıkış hedefini kaçırdığını bildirmesinin ardından Perşembe günü sert düştü.
  • Satış dalgası küresel çapta yayıldı; Nasdaq Composite gerilerken, SK Hynix ve Samsung Electronics gibi çip üreticilerinin hisseleri Asya'da çakıldı.
  • TSMC, 2026 sermaye harcaması tahminini 60-64 milyar dolara yükseltti ancak yatırımcılar artan yapay zeka harcamalarını bir katalizör değil, uyarı olarak değerlendirdi.
Kaynaklar (29)
  1. 1 Gemini 3.5 Pro Delayed Over Coding, Bloomberg Reports www.searchenginejournal.com
  2. 2 Google Gemini Launch Delayed as Tech Falls Short of Internal Goals ... money.usnews.com
  3. 3 Slumping AI stocks drag down markets around the world www.post-gazette.com
  4. 4 TSMC raises capex and revenue forecast, highlighting growing AI ... finance.yahoo.com
  5. 5 Google's next flagship Gemini model is reportedly months behind schedule www.cnbc.com
  6. 6 Google Gemini launch delayed as tech falls short of internal goals ... wtvbam.com
  7. 7 Alphabet | GOOG - Stock Price | Live Quote | Historical Chart tradingeconomics.com
  8. 8 TSMC raises 2026 capital budget to US$ 64 billion as HPC demand surges w.media
  9. 9 [News] TSMC Lifts 2026 Capex 15% to $60-64B, Hikes Sales Outlook to ... www.trendforce.com
  10. 10 Alphabet shares drop amid increasing AI fears www.investing.com
  11. 11 Google Delays Gemini 3.5 Pro to July for Model Tweaks enterprisedna.co
  12. 12 Another sell-off for AI stocks knocks Wall Street back to where it was 5 ... www.latimes.com
  13. 13 TSMC Raises 2026 Capital Spending to $60-$64 Billion as A14 Stays on ... www.remio.ai
  14. 14 Google delays Gemini 3.5 Pro model release to July - Insider www.investing.com
  15. 15 Chip Stocks Tumble on AI Anxiety | The Close 7/7/2026 www.youtube.com
  16. 16 Gemini 3.5 Pro launch delayed www.linkedin.com
  17. 17 AI Stock Rout: Monday's Selloff in 5 Charts www.morningstar.com
  18. 18 Google DeepMind postponed Gemini 3.5 Pro to July 17 ... www.facebook.com
  19. 19 Netflix Earnings & Chipmaker Rout Hits Stocks on AI Worries | The ... www.youtube.com
  20. 20 Gemini 3.5 Pro Delayed to July 2026 - Bind AI Blog blog.getbind.co
  21. 21 TSMC Hikes Sales, Spending Outlook to Catch AI 'Megatrend' www.bloomberg.com
  22. 22 Bulls Absorb a Chip Selloff - 07/16/26 markmancapitalinsight.substack.com
  23. 23 Alphabet Drops 7% Post Q4 Earnings: Buy, Sell or Hold the ... finance.yahoo.com
  24. 24 US Chip Stocks Plunge as AI Selloff Ripples Across From Asia www.youtube.com
  25. 25 Alphabet Stock Extends Losses as Wall Street Asks if It ... www.barrons.com
  26. 26 Global tech sell-off intensifies, led by AI and chip stocks www.nbcnews.com
  27. 27 Alphabet: Is the 9% Drop a Buying Opportunity? www.youtube.com
  28. 28 Google is months behind schedule on delivering Gemini 3.5 Pro because ... x.com
  29. 29 To Explain the Chip Stock Selloff, Follow the Hedge Funds www.wsj.com
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