Fed Minutes, 13F Filings, and BIST Earnings: Weekly Market Outlook

Global Markets: Balancing the Fed and Technology U.S.
stock markets ended the week with a mixed performance, influenced by the latest Federal Reserve meeting minutes and valuation concerns within the artificial intelligence sector.
The FOMC minutes revealed that Fed members are in no rush to implement interest rate cuts, remaining focused on persistent inflation.
While strong earnings from retail giants like Walmart supported the Dow Jones index, weakness in technology stocks exerted downward pressure on broader indices.
Selling Pressure and Earnings in Borsa Istanbul During a week dominated by fourth-quarter earnings reports, the BIST 100 index experienced volatility around the 14,000-point level.
Towards the end of the week, increasing global geopolitical risks and regional tensions weighed on risk appetite, leading to sharp sell-offs.
13F Portfolio Moves of Major Investors Berkshire Hathaway, led by Warren Buffett, disclosed its portfolio changes in the latest 13F filing.
The company added New York Times shares to its portfolio and increased its position in Domino's Pizza, while reducing its Amazon holdings by 77%.
Conversely, investors such as Bill Ackman, Stanley Druckenmiller, and Seth Klarman showed interest in Amazon during the fourth quarter, purchasing a total of 40.9 million shares.
Critical Collaborations in Tech and Industry On the corporate front, Nvidia and Meta signed a comprehensive cooperation agreement to strengthen AI infrastructure.
AMD announced the expansion of its partnership with Tata Consultancy Services for AI data center design in India.
In the industrial sector, reports surfaced that Heidelberg Materials is in talks to acquire a majority stake in Akçansa, a subsidiary of Sabancı Holding.
Meanwhile, Otokar announced it would pay 230.21 million Romanian Leu due to unmet targets in a contract in Romania.
Earnings Reports and Dividend Calendar for BIST Companies In Borsa Istanbul, Şişecam and Astor Enerji reported net profits above expectations, while TAV Airports and Kontrolmatik Teknoloji closed the fourth quarter with losses.
The 2026 dividend schedules for several companies have also begun to take shape: Ford Otosan: 3.09 TL on March 16 Tofaş: 17 TL on March 23 Koç Holding: 5.80 TL on March 25 Aygaz: 10.66 TL on March 16 TAV Airports: A total of 3.06 TL in three installments Finally, Microsoft launched a new $50 billion investment program aimed at accelerating AI access in the Southern Hemisphere by 2030.