Finance Bulletin: Busy Data Week and Investment Opportunities

Highlights of Last Week's Developments

Turkey's Inflation Data
Last week, inflation in Turkey increased by 4.84% month-on-month, surpassing market expectations of 4.32%. This situation had a negative impact among investors.

Energy Agreement with Saudi Arabia
Turkey signed a $2 billion solar energy agreement with Saudi Arabia. This development created a positive atmosphere in the energy sector.

US and Iran Relations
US President Trump described the negotiations with Iran as "very good," signaling positive developments towards a new agreement. This situation had a positive effect on the markets.

European Central Bank Decision
The European Central Bank decided to keep the policy interest rate at 2.15%. This move had a neutral effect on the markets.

Impact on Global Technology Stocks
Severe sell-offs in global technology stocks negatively affected cryptocurrencies as well, resulting in a 12.4% decline in Bitcoin's value.

Selectivity in Investment Expenditures Stands Out

Conscious investment expenditures are testing not only future potential but also balance sheet resilience. In the past, high expenditures have generally been penalized by the markets, but the real distinction relates to whether these investments will be driven by profitability.

Companies are trying to manage growth without breaking cash discipline by keeping their investment expenditure/EBITDA ratio below 20%. Companies expecting revenue growth of over 50% have the potential to benefit most strongly from increased demand.

Noteworthy Developments in the Crypto Market

One of the questions being asked is why income-generating crypto projects are more attractive to institutional investors. Various crypto assets generate high revenues through the sharing of transaction fees.

Additionally, significant outflows have been observed in Bitcoin ETFs. Since the beginning of 2026, ETF outflows have reached $2.3 billion.

Analysis Recommendations

Wolfe Research upgraded Broadcom's (AVGO) rating to "OUTPERFORM" while HSBC changed Palantir Technologies' (PLTR) rating to "BUY." Such analyses provide important data for investors.

Weekly Summary

GREEN: Enphase Energy (ENPH) increased by 40.29% weekly, while RED: Molina Healthcare (MOH) declined by 25.18% due to weakened investor confidence. These movements reflect the overall market risk appetite.