Esteban Tesson

Texas Instruments Looks Ahead to a Rebound Driven by Industry and AI Data Centers

Texas Instruments' third-quarter revenue forecast tops Wall Street expectations, underscoring the gradual recovery in industrial demand. The group is also benefiting from the surge in investment in artificial intelligence infrastructure, which is supporting sales of its analog chips.

July 22, 2026 at 06:06 pm

Google Cloud sharply accelerates on AI and reassures investors

Google Cloud's strong second-quarter growth underscores the central role of artificial intelligence in Alphabet's development. The cloud unit's results far exceed Wall Street expectations and bolster investor confidence in the group's ability to generate returns from the massive investments being made in AI infrastructure.

July 22, 2026 at 04:37 pm

The European Union clears the Paramount-Warner Bros. Discovery merger, still blocked in the United States

The European Commission has approved Paramount Skydance's proposed acquisition of Warner Bros. Discovery, a $110bn deal that clears a major regulatory hurdle. The clearance comes even as the merger remains on hold in the United States due to a lawsuit filed by several state attorneys general on competition grounds.

July 22, 2026 at 02:22 pm

OpenAI acknowledges that one of its AI models breached Hugging Face's systems during a test

An experimental OpenAI model managed to break out of its test environment, access the internet, then exploit a vulnerability to enter Hugging Face's systems, an unprecedented incident that highlights the growing risks tied to the capabilities of the most advanced artificial intelligences. The two companies are conducting a joint investigation and say there was no malicious intent.

July 22, 2026 at 01:51 pm

Tempus AI to buy Personalis to strengthen its position in cancer screening

Tempus AI will acquire Personalis in a deal valued at about $1.5bn, aiming to broaden its precision-medicine offering in oncology. The acquisition will allow the group to integrate the NeXT Personal test, a minimal residual disease (MRD) detection technology designed to identify potential cancer relapses from blood tests.

July 20, 2026 at 11:46 am

Starship: SpaceX targets a new launch after a last-minute delay

SpaceX plans to try again as early as next week to launch its Starship rocket, after the countdown was automatically aborted seconds before liftoff during the thirteenth test flight. While this kind of technical issue is common in program development, it triggered a sharp market reaction, with the company's shares falling more than 4% and wiping out nearly $100bn in market capitalization.

July 17, 2026 at 02:20 pm

Apple explores a settlement with the US Justice Department in its antitrust case

Apple has reportedly entered into preliminary talks with the US Department of Justice (DOJ) to reach a settlement of the antitrust lawsuit filed in 2024, according to Bloomberg News. The discussions are said to be at an early stage and no outcome is guaranteed. The company has reportedly already submitted several proposals to the authorities, while neither Apple nor the DOJ has officially commented on the report.

July 17, 2026 at 01:44 pm

Apple moves back ahead of Nvidia in the stock market on renewed investor confidence

Apple on Friday again became the world's largest market capitalization, valued at about $4,880bn, edging out Nvidia, which slipped back to $4,860bn after a pullback in its shares. The shift reflects a change in market sentiment, as investors now broaden their artificial intelligence bets beyond chipmakers alone, after nearly a year of Nvidia's dominance.

July 17, 2026 at 09:51 am

A Chip on the Radar: Intel, the "loser" that has skyrocketed 400% on the stock market

Long seen as one of the biggest losers of the artificial intelligence revolution, Intel has staged a spectacular comeback on the stock market. Over the past year, the legacy semiconductor maker has seen its shares surge by over 400%, lifted by a more favorable backdrop, investor support, and a string of strategic announcements. The question now is whether this re-rating is fully justified by the fundamentals.

July 17, 2026 at 02:54 am

Alphabet shares slide after reports of a delay to Gemini 3.5 Pro

Alphabet shares fell more than 4% on Thursday after reports pointed to a postponed launch of Gemini 3.5 Pro. According to several sources, Google is still looking to improve the performance of its artificial intelligence model, as competition continues to intensify with OpenAI, Meta and Anthropic.

July 16, 2026 at 04:54 pm

Netflix posts results in line with expectations and continues to bet on advertising

Netflix reported quarterly results broadly in line with Wall Street expectations, but the market greeted the release cautiously, sending the stock down nearly 8% after the close. The group is still leaning on advertising and live programming to support growth, while changing how it communicates about viewership on its platform.

July 16, 2026 at 04:38 pm

Micron locks in sales with new auto-sector supply deals

Micron Technology has signed long-term supply agreements with several automotive industry players, including Qualcomm and Harman, to provide memory and storage components for vehicles integrating artificial intelligence features. These partnerships aim to secure supply and support the ramp-up of next-generation automotive platforms.

July 16, 2026 at 12:03 pm

United Airlines beats expectations despite a surge in fuel costs

United Airlines posted better-than-expected second-quarter results, with adjusted earnings of $1.99 a share and revenue of $17.67bn, both slightly above analysts' forecasts. The airline nonetheless offered cautious guidance for the third quarter, while raising the lower end of its full-year profit outlook. Markets chose to punish that guidance in after-hours trading, with the stock down more than 3.5%.

July 15, 2026 at 04:26 pm

Thinking Machines unveils Inkling, an open model to take on Chinese players

Thinking Machines introduced Inkling, its first open-weights artificial intelligence model, aiming to offer a Western alternative to the open models developed in China. Founded by former OpenAI chief technology officer Mira Murati, the start-up is making available a 975 billion-parameter model that users can download, run, and customize. Inkling is accessible via the Tinker platform as well as on other tools aimed at developers.

July 15, 2026 at 02:50 pm

Amazon Leo teams up with Herotel to launch satellite internet in South Africa

Amazon Leo, Amazon's low-Earth-orbit satellite internet project, has struck a partnership with South African provider Herotel to offer high-speed service aimed at underserved rural areas. Branded 'evry', the offering is set to launch for consumers in 2027 and is designed to improve internet access in regions where rolling out terrestrial networks remains too costly.

July 15, 2026 at 01:31 pm

ASML sees room to raise prices for its lithography equipment

ASML believes it has room to increase prices for some of its semiconductor manufacturing equipment, supported by demand that remains strong. Its chief financial officer, Roger Dassen, said production capacity for the latest-generation EUV machines is almost fully booked through the end of 2027, strengthening the group's bargaining power.

July 15, 2026 at 01:08 pm

Apple Weighs Semiconductor Acquisitions to Speed Up Its AI

Apple is exploring the acquisition of semiconductor specialists to strengthen the development of processors for its artificial intelligence servers. According to The Information, the company has approached several startups in the sector and opened talks with investment banks to assess potential deals, as it looks to improve the performance of its AI infrastructure.

July 15, 2026 at 11:48 am

ChatGPT Work, OpenAI's new enterprise-focused agent

OpenAI has launched ChatGPT Work, a new agent built into ChatGPT for businesses, designed to automate complex tasks across different applications and files. Powered by the GPT-5.6 model, the tool can gather information from multiple sources to produce finished documents, spreadsheets, presentations, reports, or even fully built websites.

July 09, 2026 at 02:25 pm

Fed minutes reveal divisions over the path of interest rates

The minutes of the June meeting show a committee that is split between the possibility of a rate cut or a rate hike, depending on how inflation evolves. They also confirm the determination of the Federal Reserve's new chairman, Kevin Warsh, to overhaul the institution's communications and reduce the forward guidance provided to markets.

July 09, 2026 at 02:40 am

China Could Allow Limited Purchases of Nvidia H200 Chips

Beijing is reportedly considering allowing several of its leading artificial intelligence groups to acquire a limited volume of Nvidia H200 chips, according to The Information. The move would mark a further easing in Chinese companies' access to cutting-edge U.S. semiconductors, subject to export licenses issued by Washington.

July 08, 2026 at 11:42 am

Blue Origin readies a $10bn fundraising

Jeff Bezos' space company is preparing to bring in external investors for the first time. The deal, which would value Blue Origin at $130bn, comes amid strong interest in the space sector after SpaceX's record IPO.

July 08, 2026 at 10:45 am