{"id":38343,"date":"2026-07-18T09:32:39","date_gmt":"2026-07-18T06:32:39","guid":{"rendered":"https:\/\/www.merceknet.com\/tr\/?p=38343"},"modified":"2026-07-18T09:32:39","modified_gmt":"2026-07-18T06:32:39","slug":"apple-nvidiayi-gun-icinde-gecti-dunyanin-en-degerli-sirketi-yarisi-basa-bas","status":"publish","type":"post","link":"https:\/\/www.merceknet.com\/tr\/2026\/07\/18\/apple-nvidiayi-gun-icinde-gecti-dunyanin-en-degerli-sirketi-yarisi-basa-bas\/","title":{"rendered":"Apple, Nvidia\u2019y\u0131 g\u00fcn i\u00e7inde ge\u00e7ti: D\u00fcnyan\u0131n en de\u011ferli \u015firketi yar\u0131\u015f\u0131 ba\u015fa ba\u015f"},"content":{"rendered":"

Apple ile Nvidia aras\u0131ndaki d\u00fcnyan\u0131n en de\u011ferli \u015firketi olma yar\u0131\u015f\u0131 yeniden k\u0131z\u0131\u015ft\u0131. Nvidia hisselerinde ya\u015fanan sat\u0131\u015flar\u0131n ard\u0131ndan Apple, g\u00fcn i\u00e7indeki i\u015flemlerde rakibini ge\u00e7erek yakla\u015f\u0131k bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin ard\u0131ndan zirveyi k\u0131sa s\u00fcreli\u011fine geri ald\u0131.<\/p>\n

Ancak g\u00fcn sonunda tablo yeniden de\u011fi\u015fti. Nvidia, cuma kapan\u0131\u015f\u0131nda yakla\u015f\u0131k 4,908 trilyon dolarl\u0131k<\/strong> piyasa de\u011feriyle liderli\u011fini korurken Apple\u2019\u0131n de\u011feri 4,902 trilyon dolar<\/strong> seviyesinde kald\u0131. \u0130ki \u015firket aras\u0131ndaki fark\u0131n yakla\u015f\u0131k 6 milyar dolara kadar gerilemesi, s\u0131ralaman\u0131n yeni haftada yeniden de\u011fi\u015febilece\u011fini g\u00f6sterdi.<\/p>\n

Apple g\u00fcn i\u00e7inde d\u00fcnyan\u0131n en de\u011ferlisi oldu<\/h2>\n

Cuma g\u00fcn\u00fc Apple hisseleri yatay bir g\u00f6r\u00fcn\u00fcm sergilerken Nvidia hisselerindeki kay\u0131p bir ara y\u00fczde 3,5\u2019e ula\u015ft\u0131. Bu hareket s\u0131ras\u0131nda Apple\u2019\u0131n piyasa de\u011feri 4,88 trilyon dolar, Nvidia\u2019n\u0131n de\u011feri ise yakla\u015f\u0131k 4,86 trilyon dolar olarak hesapland\u0131.<\/p>\n

B\u00f6ylece Apple, g\u00fcn i\u00e7indeki i\u015flemlerde d\u00fcnyan\u0131n en de\u011ferli halka a\u00e7\u0131k \u015firketi unvan\u0131n\u0131 k\u0131sa s\u00fcreli\u011fine yeniden kazand\u0131. Kapan\u0131\u015fa do\u011fru Nvidia hisselerinin kay\u0131plar\u0131n\u0131n bir b\u00f6l\u00fcm\u00fcn\u00fc telafi etmesiyle \u00e7ip \u00fcreticisi tekrar ilk s\u0131raya yerle\u015fti.<\/p>\n

\n
\n\n\n\n\n\n\n\n
\u015eirket<\/th>\n17 Temmuz kapan\u0131\u015f piyasa de\u011feri<\/th>\n<\/tr>\n<\/thead>\n
Nvidia<\/strong><\/td>\n4,908 trilyon dolar<\/strong><\/td>\n<\/tr>\n
Apple<\/td>\n4,902 trilyon dolar<\/td>\n<\/tr>\n
Aradaki fark<\/td>\nYakla\u015f\u0131k 6 milyar dolar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 yeniden sorgulan\u0131yor<\/h2>\n

Apple ile Nvidia aras\u0131ndaki makas\u0131n kapanmas\u0131nda yar\u0131 iletken hisselerinde ya\u015fanan sat\u0131\u015flar etkili oldu. Yat\u0131r\u0131mc\u0131lar, yapay zek\u00e2 veri merkezleri ve geli\u015fmi\u015f \u00e7iplere yap\u0131lan y\u00fcksek tutarl\u0131 yat\u0131r\u0131mlar\u0131n ayn\u0131 h\u0131zla gelir \u00fcretip \u00fcretemeyece\u011fini yeniden de\u011ferlendirmeye ba\u015flad\u0131.<\/p>\n

Philadelphia Yar\u0131 \u0130letken Endeksi, 17 Temmuz haftas\u0131nda yakla\u015f\u0131k y\u00fczde 10 d\u00fc\u015ferken haziran ay\u0131ndaki zirvesinden y\u00fczde 20\u2019nin \u00fczerinde geriledi. B\u00f6ylece endeks teknik olarak ay\u0131 piyasas\u0131 s\u0131n\u0131r\u0131na girdi. Nvidia, Micron, Broadcom ve Applied Materials gibi sekt\u00f6r\u00fcn \u00f6nde gelen \u015firketleri sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131.<\/p>\n

Apple\u2019\u0131n veri merkezleri ve yapay zek\u00e2 \u00e7ipleri i\u00e7in rakipleri kadar y\u00fcksek sermaye harcamas\u0131 yapmamas\u0131 ise baz\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan avantaj olarak de\u011ferlendiriliyor.<\/p>\n

BRI Wealth Management Yat\u0131r\u0131m Direkt\u00f6r\u00fc Toni Meadows, Apple\u2019\u0131n uzun s\u00fcre yapay zek\u00e2 yar\u0131\u015f\u0131n\u0131n gerisinde g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ancak piyasa alg\u0131s\u0131n\u0131n de\u011fi\u015fmeye ba\u015flad\u0131\u011f\u0131n\u0131 belirtti. Meadows\u2019a g\u00f6re Apple; yapay zek\u00e2dan hizmetler, cihaz yenilemeleri ve kullan\u0131c\u0131 ekosistemi \u00fczerinden gelir elde etme konusunda g\u00fc\u00e7l\u00fc bir konumda bulunuyor.<\/p>\n

Apple\u2019\u0131n avantaj\u0131 geni\u015f kullan\u0131c\u0131 ekosistemi<\/h2>\n

Apple\u2019\u0131n en \u00f6nemli g\u00fcc\u00fc, d\u00fcnya \u00e7ap\u0131ndaki geni\u015f cihaz ve kullan\u0131c\u0131 ekosistemi olarak g\u00f6steriliyor. \u015eirketin yapay zek\u00e2 \u00f6zelliklerini iPhone, iPad, Mac, Apple Watch ve di\u011fer \u00fcr\u00fcnleriyle b\u00fct\u00fcnle\u015ftirmesi, yeni donan\u0131m sat\u0131\u015flar\u0131n\u0131n yan\u0131 s\u0131ra hizmet gelirlerini de art\u0131rabilir.<\/p>\n

Analistler, iPhone\u2019larda bulunan ki\u015fisel verilerin kullan\u0131c\u0131lar\u0131n izni ve gizlilik politikalar\u0131 \u00e7er\u00e7evesinde de\u011ferlendirilmesinin Siri\u2019yi daha ki\u015fisel ve i\u015flevsel hale getirebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n

Ancak \u015firketin \u00f6n\u00fcnde \u00f6nemli bir denge bulunuyor. Apple\u2019\u0131n bir taraftan kullan\u0131c\u0131lar\u0131n mesajlar\u0131, e-postalar\u0131, foto\u011fraflar\u0131 ve uygulama hareketlerinden yararlanan ki\u015fiselle\u015ftirilmi\u015f hizmetler geli\u015ftirmesi, di\u011fer taraftan g\u00fc\u00e7l\u00fc gizlilik politikas\u0131n\u0131 korumas\u0131 gerekiyor.<\/p>\n

Yeni Siri hen\u00fcz genel kullan\u0131ma sunulmad\u0131<\/h2>\n

Apple, haziran ay\u0131nda d\u00fczenledi\u011fi D\u00fcnya \u00c7ap\u0131nda Geli\u015ftiriciler Konferans\u0131\u2019nda yeni nesil Siri AI<\/strong> sistemini tan\u0131tt\u0131. Yeni asistan\u0131n ekrandaki i\u00e7erikleri anlayabilece\u011fi, kullan\u0131c\u0131n\u0131n mesajlar\u0131, e-postalar\u0131 ve foto\u011fraflar\u0131ndaki ki\u015fisel ba\u011flamdan yararlanabilece\u011fi a\u00e7\u0131kland\u0131.<\/p>\n

Bununla birlikte yeni Siri\u2019nin ge\u00e7en ay t\u00fcm kullan\u0131c\u0131lara sunuldu\u011fu y\u00f6n\u00fcndeki bilgi do\u011fru de\u011fil. Sistem geli\u015ftirici testlerine a\u00e7\u0131l\u0131rken, desteklenen cihazlarda \u0130ngilizce beta s\u00fcr\u00fcm\u00fcn\u00fcn 2026\u2019n\u0131n ilerleyen d\u00f6nemlerinde kullan\u0131ma sunulmas\u0131 planlan\u0131yor.<\/p>\n

Apple, yeni Siri ile yapay zek\u00e2 alan\u0131nda Microsoft, Google, OpenAI ve di\u011fer teknoloji \u015firketleriyle aras\u0131ndaki fark\u0131 kapatmay\u0131 hedefliyor.<\/p>\n

Tim Cook, g\u00f6revini 1 Eyl\u00fcl\u2019de devredecek<\/h2>\n

Apple\u2019daki de\u011fer art\u0131\u015f\u0131, \u015firketin y\u00f6netim de\u011fi\u015fikli\u011fine haz\u0131rland\u0131\u011f\u0131 bir d\u00f6nemde ger\u00e7ekle\u015fti.<\/p>\n

Apple\u2019\u0131n resmi a\u00e7\u0131klamas\u0131na g\u00f6re Tim Cook, 1 Eyl\u00fcl 2026\u2019dan itibaren CEO\u2019luk g\u00f6revini Donan\u0131m M\u00fchendisli\u011finden Sorumlu K\u0131demli Ba\u015fkan Yard\u0131mc\u0131s\u0131 John Ternus\u2019a devredecek.<\/strong> Cook ise Apple Y\u00f6netim Kurulunun icrac\u0131 ba\u015fkan\u0131 olarak \u015firketteki g\u00f6revini s\u00fcrd\u00fcrecek.<\/p>\n

Bu nedenle \u015firketin yapay zek\u00e2 stratejisi, yeni Siri\u2019nin performans\u0131 ve Apple\u2019\u0131n piyasa de\u011ferindeki y\u00fckseli\u015f, Cook d\u00f6neminin son aylar\u0131n\u0131n nas\u0131l de\u011ferlendirilece\u011fi a\u00e7\u0131s\u0131ndan da \u00f6nem ta\u015f\u0131yor.<\/p>\n

Nvidia, 5 trilyon dolar\u0131 a\u015fan ilk \u015firket olmu\u015ftu<\/h2>\n

Nvidia, yapay zek\u00e2 veri merkezlerinde kullan\u0131lan grafik i\u015flemcilerine y\u00f6nelik talebin etkisiyle Ekim 2025\u2019te 5 trilyon dolarl\u0131k piyasa de\u011ferini ge\u00e7en ilk halka a\u00e7\u0131k \u015firket olmu\u015ftu. \u015eirket, \u00fcretken yapay zek\u00e2 modellerinin e\u011fitilmesinde kullan\u0131lan y\u00fcksek performansl\u0131 \u00e7ipleri sayesinde sekt\u00f6r\u00fcn en b\u00fcy\u00fck kazananlar\u0131ndan biri haline geldi.<\/p>\n

Apple\u2019\u0131n Nvidia\u2019y\u0131 g\u00fcn i\u00e7inde ge\u00e7mesi, bu \u00fcst\u00fcnl\u00fc\u011f\u00fcn kal\u0131c\u0131 bi\u00e7imde sona erdi\u011fi anlam\u0131na gelmiyor. Yapay zek\u00e2 altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n yeniden h\u0131zlanmas\u0131 veya \u00e7ip talebinin g\u00fc\u00e7lenmesi halinde Nvidia\u2019n\u0131n Apple ile aras\u0131ndaki fark\u0131 yeniden a\u00e7abilece\u011fi de\u011ferlendiriliyor.<\/p>\n

Yapay zek\u00e2 ilgisi bellek \u00fcreticilerine yay\u0131ld\u0131<\/h2>\n

Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131ndan yararlanan \u015firketler yaln\u0131zca geli\u015fmi\u015f i\u015flemci \u00fcreticileriyle s\u0131n\u0131rl\u0131 kalmad\u0131. B\u00fcy\u00fck modellerin \u00e7al\u0131\u015ft\u0131r\u0131lmas\u0131nda kullan\u0131lan y\u00fcksek bant geni\u015flikli belleklere y\u00f6nelik talep, Micron ve SK Hynix gibi \u015firketleri de \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n

Micron, 26 May\u0131s 2026\u2019da tarihinde ilk kez 1 trilyon dolarl\u0131k piyasa de\u011ferini a\u015farak yapay zek\u00e2 y\u00fckseli\u015finin en dikkat \u00e7ekici \u015firketlerinden biri oldu.<\/p>\n

G\u00fcney Koreli SK Hynix ise 10 Temmuz\u2019da Amerikan depo sertifikalar\u0131yla Nasdaq\u2019ta i\u015flem g\u00f6rmeye ba\u015flad\u0131. \u015eirketin 26 milyar dolar\u0131 a\u015fan halka arz\u0131, yabanc\u0131 bir \u015firket taraf\u0131ndan ABD\u2019de ger\u00e7ekle\u015ftirilen en b\u00fcy\u00fck pay sat\u0131\u015flar\u0131ndan biri oldu.<\/p>\n

Zirve yar\u0131\u015f\u0131 s\u00fcrecek<\/h2>\n

Apple ile Nvidia\u2019n\u0131n toplam piyasa de\u011ferlerinin 10 trilyon dolara yakla\u015fmas\u0131, yapay zek\u00e2 ve teknoloji \u015firketlerinin k\u00fcresel sermaye piyasalar\u0131ndaki a\u011f\u0131rl\u0131\u011f\u0131n\u0131 bir kez daha ortaya koydu.<\/p>\n

Apple; cihaz ekosistemi, hizmet gelirleri ve yeni yapay zek\u00e2 \u00f6zellikleriyle \u00f6ne \u00e7\u0131karken Nvidia, yapay zek\u00e2 altyap\u0131s\u0131n\u0131n temelini olu\u015fturan i\u015flemcilerdeki g\u00fc\u00e7l\u00fc konumunu koruyor.<\/p>\n

\u0130ki \u015firket aras\u0131ndaki fark\u0131n yaln\u0131zca birka\u00e7 milyar dolara gerilemesi nedeniyle d\u00fcnyan\u0131n en de\u011ferli \u015firketi s\u0131ralamas\u0131n\u0131n hisse fiyatlar\u0131ndaki g\u00fcnl\u00fck hareketlerle s\u0131k s\u0131k de\u011fi\u015febilece\u011fi belirtiliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Apple, 17 Temmuz Cuma g\u00fcnk\u00fc i\u015flemlerde Nvidia\u2019y\u0131 k\u0131sa s\u00fcreli\u011fine geride b\u0131rakarak d\u00fcnyan\u0131n en de\u011ferli \u015firketi konumuna y\u00fckseldi. Ancak seans\u0131n kapan\u0131\u015f\u0131nda Nvidia 4,908 trilyon dolarl\u0131k piyasa de\u011feriyle 4,902 trilyon dolarda kalan Apple\u2019\u0131n \u00e7ok az farkla \u00f6n\u00fcnde yer ald\u0131. Teknoloji devleri aras\u0131ndaki yar\u0131\u015f, yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 sekt\u00f6r\u00fcne ili\u015fkin beklentilerini yeniden de\u011ferlendirdi\u011fini ortaya koydu.<\/p>\n","protected":false},"author":6,"featured_media":38344,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[8279,3059,12837],"class_list":["post-38343","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-apple","tag-nvidia","tag-sirket"],"yoast_head":"\nApple, Nvidia\u2019y\u0131 g\u00fcn i\u00e7inde ge\u00e7ti: D\u00fcnyan\u0131n en de\u011ferli \u015firketi yar\u0131\u015f\u0131 ba\u015fa ba\u015f - Merceknet Haber<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.merceknet.com\/tr\/2026\/07\/18\/apple-nvidiayi-gun-icinde-gecti-dunyanin-en-degerli-sirketi-yarisi-basa-bas\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Apple, Nvidia\u2019y\u0131 g\u00fcn i\u00e7inde ge\u00e7ti: D\u00fcnyan\u0131n en de\u011ferli \u015firketi yar\u0131\u015f\u0131 ba\u015fa ba\u015f - Merceknet Haber\" \/>\n<meta property=\"og:description\" content=\"Apple, 17 Temmuz Cuma g\u00fcnk\u00fc i\u015flemlerde Nvidia\u2019y\u0131 k\u0131sa s\u00fcreli\u011fine geride b\u0131rakarak d\u00fcnyan\u0131n en de\u011ferli \u015firketi konumuna y\u00fckseldi. 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