Esteban Tesson

Wall Street edges higher as AI-linked stocks surge

Major U.S. indices are trading slightly higher on Tuesday, extending a positive streak that could reach nine consecutive sessions for the S&P 500 and the Nasdaq Composite. However, investors remain cautious amid conflicting signals regarding U.S.-Iran relations. At mid-session, the S&P 500 and the Nasdaq 100 are up approximately 0.2%, while the Dow Jones has gained nearly 0.1%.

June 02, 2026 at 11:23 am

Marvell soars following Jensen Huang's endorsement

Marvell Technology shares surged nearly 24% as Wall Street opened today, after Nvidia CEO Jensen Huang identified the firm as a future "trillion-dollar company" during the Computex trade show in Taipei. This statement bolstered investor enthusiasm for the semiconductor specialist, even though its market capitalization was "only" about $192bn prior to this rally.

June 02, 2026 at 10:20 am

Victoria's Secret raises guidance following a significant quarterly beat

Victoria's Secret posted quarterly results that largely exceeded Wall Street estimates, while raising its full-year targets, which triggered almost a 40% surge in the stock as the market opened. The group benefited from stronger-than-anticipated demand, a reduction in certain tariff-related costs, and a decreased reliance on promotional activity. CEO Hillary Super highlighted double-digit growth across all business segments, driven notably by bras, the brand's strategic core category.

June 02, 2026 at 10:15 am

Marvell Soars Following Endorsement from Jensen Huang

Marvell Technology shares surged nearly 24% at the Wall Street opening after Nvidia CEO Jensen Huang identified the firm as a future "trillion-dollar company" during the Computex trade show in Taipei. This endorsement bolstered investor enthusiasm for the semiconductor specialist, even as its market capitalization stood at approximately $192bn prior to the rally.

June 02, 2026 at 10:00 am

Victoria's Secret raises guidance following quarter that significantly beat expectations

Victoria's Secret posted quarterly results that far exceeded Wall Street forecasts and raised its annual targets, triggering a nearly 40% surge in the stock at the market open. The group benefited from stronger than expected demand, a reduction in certain tariff-related costs, and a decreased reliance on promotions. CEO Hillary Super highlighted double-digit growth across all business segments, driven notably by bras, a strategic category for the brand.

June 02, 2026 at 09:38 am

Alphabet prepares massive $80bn capital increase for AI

Alphabet has announced plans to raise $80bn to fund the expansion of its dedicated artificial intelligence infrastructure. The group stated that demand for its AI services currently exceeds available capacity across both enterprise and consumer segments. The proceeds will primarily be used to bolster the computing infrastructure required for the development and deployment of its AI models.

June 02, 2026 at 03:42 am

HPE soars on record results fueled by AI demand

Hewlett Packard Enterprise has posted quarterly results that significantly beat expectations, triggering a 36% surge in its share price. The group reported adjusted EPS of $0.79 on revenue of $10.68bn, compared with forecasts of $0.53 and $9.79bn, respectively. Revenue grew 40% y-o-y, marking the largest EPS beat since 2018.

June 02, 2026 at 03:37 am

Alphabet Prepares Massive $80bn Capital Raise for AI

Alphabet has announced plans to raise $80bn to fund the expansion of its dedicated artificial intelligence infrastructure. The group explained that demand for its AI services, from both corporate clients and the general public, currently exceeds its available capacity. The funds will primarily be used to bolster the computing infrastructure necessary for the development and deployment of its artificial intelligence models.

June 01, 2026 at 05:57 pm

HPE Soars Following Record Results Driven by AI

Hewlett Packard Enterprise reported quarterly results that significantly exceeded expectations, triggering a 36% surge in its share price. The group posted adjusted earnings of $0.79 per share on revenue of $10.68bn, compared to forecasts of $0.53 and $9.79bn respectively. Revenue grew by 40% year over year, marking the largest earnings per share beat since 2018.

June 01, 2026 at 05:28 pm

McDonald's unveils new global roadmap to drive growth

McDonald's has revealed a new strategy dubbed "McDonald's > NEXT" to bolster its leadership position in an environment marked by intensifying competition and increasingly price-conscious consumers. Presented at the global franchisees convention in Las Vegas, this plan succeeds "Accelerating the Arches," launched in 2020. It is built around four key pillars: restaurant modernization, enhanced product quality, innovation more closely aligned with customer expectations, and improved service delivery.

June 01, 2026 at 03:40 pm

McDonald's Launches New Global Plan to Drive Growth

McDonald's has unveiled a new strategy dubbed 'McDonald's > NEXT' to solidify its leadership position in an environment marked by heightened competition and increasingly cost-conscious consumers. Presented at the global franchisees convention in Las Vegas, this plan succeeds 'Accelerating the Arches', which was launched in 2020. It is built around four key pillars: restaurant modernization, improved product quality, innovation centered on customer expectations, and enhanced service.

June 01, 2026 at 03:06 pm

Nvidia aims to dominate the personal AI agent market with its latest chip

At the Computex trade show in Taipei, Nvidia unveiled a new chip developed in partnership with Microsoft. Dubbed the RTX Spark, it is designed to run artificial intelligence agents directly on personal computers. The announcement was well-received by investors, with Nvidia shares climbing more than 4% during the session.

June 01, 2026 at 01:28 pm

Nvidia aims to dominate personal AI agent market with new chip

At the Computex event in Taipei, Nvidia unveiled a new chip developed in partnership with Microsoft. Named RTX Spark, the processor is designed to run artificial intelligence agents directly on personal computers. The announcement was well received by investors, with Nvidia shares climbing more than 4% during the session.

June 01, 2026 at 12:16 pm

US markets remain hesitant amid escalating tensions between Washington and Tehran

Major US indices are trading without any clear direction at mid-session, as tensions between the United States and Iran continue to intensify. Investors are closely monitoring geopolitical developments, while rising oil prices revive market concerns. The S&P 500 is down slightly (-0.1%), while the Dow Jones has shed 0.5%. Conversely, the Nasdaq 100 has managed to stay afloat, up approximately 0.2%, supported by the resilience of several technology stocks.

June 01, 2026 at 12:04 pm

U.S. Markets Remain Hesitant Amid Escalating Tensions Between Washington and Tehran

Major U.S. indices are trading without a clear direction at midday as tensions between the United States and Iran continue to intensify. Investors are closely monitoring geopolitical developments, while rising oil prices revive market anxieties. The S&P 500 is down slightly by 0.1%, while the Dow Jones has shed 0.5%. Conversely, the Nasdaq 100 has managed to gain approximately 0.2%, supported by the resilient performance of several technology stocks.

June 01, 2026 at 11:17 am

Nvidia enters the PC processor market with Arm architecture

Nvidia unveiled its new N1X processor at the Computex trade show, developed in collaboration with Microsoft, to power a new generation of AI-centric Windows computers. The chip will be integrated into the RTX Spark superchip, expected this autumn in models marketed by Microsoft, Dell, HP, ASUS, Lenovo and MSI. Jensen Huang believes this development represents a transformation comparable to the emergence of the smartphone and marks the beginning of a profound overhaul of personal computing centered around AI.

June 01, 2026 at 09:52 am

Nvidia Enters the PC Processor Market with Arm Architecture

Nvidia unveiled its new N1X processor at the Computex trade show, developed in collaboration with Microsoft to power a new generation of AI-oriented Windows computers. The chip will be integrated into the RTX Spark superchip, expected this fall in models marketed by Microsoft, Dell, HP, ASUS, Lenovo, and MSI. Jensen Huang believes this evolution represents a transformation comparable to the emergence of the smartphone, marking the beginning of a profound overhaul of personal computing centered around AI.

June 01, 2026 at 09:22 am

Trump sets terms for Iran deal ahead of imminent decision

Donald Trump has said that he is on the verge of making a "final decision" regarding a potential agreement with Iran aimed at ending the 3-month conflict between the two nations. In a post on Truth Social, the US President said that he was heading to the White House Situation Room to finalize his position as negotiations continue between Washington and Tehran.

May 29, 2026 at 11:34 am

Trump Sets Conditions for Iran Deal Ahead of Imminent Decision

Donald Trump has stated he is on the verge of making a "final decision" regarding a potential agreement with Iran aimed at ending the three-month conflict between the two nations. In a post on Truth Social, the U.S. President indicated he was heading to the White House Situation Room to finalize his position as negotiations continue between Washington and Tehran.

May 29, 2026 at 11:25 am

Wall Street Stagnates as Markets Await Potential Washington-Tehran Accord

U.S. indices are trading slightly in positive territory following reports of a potential agreement between Iran and the United States. Investors remain cautious, awaiting possible validation from Donald Trump. Wall Street is advancing with restraint this Friday after the mention of a possible deal between Washington and Tehran. According to several reports relayed by Iranian authorities, the text is now only awaiting Donald Trump's signature to take effect. In this context, markets have adopted a wait-and-see posture: the S&P 500 and the Nasdaq 100 are flat, while the Dow Jones is up 0.4%.

May 29, 2026 at 10:58 am

Okta Surges as Agentic AI Momentum Drives Earnings Beat

Okta delivered quarterly results that topped Wall Street estimates, fueled by robust demand for its digital identity management solutions amid the rise of agentic artificial intelligence. The group reported adjusted earnings of 91 cents per share on revenue of $765m, outperforming analysts' forecasts. Its shares rose about 12% in after-hours trading on Thursday and are up 8.5% in pre-market exchanges today.

May 29, 2026 at 09:10 am