Esteban Tesson

Seagate sees a better-than-expected quarter on AI-driven demand

Seagate issued revenue and profit guidance above expectations, underpinned by strong demand for high-capacity hard drives used in artificial intelligence infrastructure. The stock is up nearly 7% in after-hours trading.

July 28, 2026 at 04:51 pm

Ford raises its annual forecast after a better-than-expected quarter

Ford posted quarterly earnings above expectations and raised its financial targets for 2026, despite a decline in revenue. The automaker is benefiting from improved operating efficiency and an expected improvement in its core businesses. The stock is up more than 6% in after-hours trading

July 28, 2026 at 04:18 pm

ASM International forecasts a better-than-expected third quarter on the back of AI

ASM International said it expects revenue of around €1.1bn in the third quarter, at constant exchange rates, with a margin of plus or minus 5%, a level above analysts' expectations, who on average were looking for €994.5m. The Dutch semiconductor equipment maker continues to benefit from sustained investment in artificial intelligence infrastructure.

July 28, 2026 at 01:15 pm

Shein discloses an FTC probe ahead of its Hong Kong IPO

Shein confirmed that its US operations are under investigation by the Federal Trade Commission, a proceeding disclosed in documents tied to its planned Hong Kong IPO and one that could carry significant financial consequences.

July 28, 2026 at 12:38 pm

Corning plunges after cautious third-quarter guidance

Corning issued revenue guidance slightly below market expectations, despite still-solid demand for its equipment used in artificial intelligence-related data centers. The stock is down more than 16% in the session

July 28, 2026 at 11:45 am

Visa plans to cut about 7% of its workforce

Visa is considering cutting about 7% of its workforce, or nearly 2,600 jobs, as part of a plan aimed at improving operational efficiency, according to Bloomberg News, citing an internal memo. The layoffs would mainly affect technology teams and product development staff. The group did not comment on the report and is due to release its quarterly results after the close of trading on Wall Street.

July 28, 2026 at 09:17 am

Apple launches an iPhone leasing offer with Klarna in the United States

Apple will soon roll out in the United States a new iPhone leasing program developed with Klarna. The plan is designed to make its devices more accessible as price increases loom and to encourage more frequent hardware upgrades.

July 28, 2026 at 08:43 am

Nvidia to invest $5bn in a start-up founded by a former OpenAI researcher

Nvidia will invest $5bn in Safe Superintelligence (SSI), the artificial intelligence start-up co-founded by Ilya Sutskever, OpenAI's former chief scientist. The two companies have formalized a strategic partnership without detailing the financial terms.

July 27, 2026 at 02:36 pm

OpenAI Seeks a Nvidia Backstop to Finance a Mega Data Center

According to the Wall Street Journal, OpenAI is negotiating with Nvidia over a financial backstop of up to $250bn to raise the funds needed to build a 10-gigawatt data center campus in Ohio, a project whose total cost could top $500bn.

July 27, 2026 at 02:02 pm

Peacock will be included in YouTube Premium in the United States starting in 2027

NBCUniversal and YouTube have struck a major partnership that will integrate the Peacock streaming service into YouTube Premium in the United States, while renewing their distribution deal for YouTube TV.

July 27, 2026 at 11:29 am

Qualcomm signals double-digit price hike for its smartphone chips

Qualcomm has told customers it will raise prices by double digits on its smartphone chips starting September 1, according to Bloomberg News. The company is pointing to higher procurement costs as ongoing strains persist in the components market.

July 24, 2026 at 02:44 pm

Anthropic launches Opus 5, a more affordable and more secure AI model

Anthropic unveiled Opus 5, a new artificial intelligence model delivering performance close to Fable 5 at half the cost. The company is highlighting its efficiency for everyday business use cases, while stressing stronger security safeguards.

July 24, 2026 at 01:47 pm

Molina Healthcare sharply cuts its Obamacare business as costs rise

Molina Healthcare said it will halve its presence in the Affordable Care Act marketplaces by 2027, a move driven by rising member costs and a decline in enrollment. The stock is down nearly 10% following the announcement.

July 23, 2026 at 04:05 pm

Allegion raises its full-year targets on commercial building demand

Allegion raised its full-year profit forecast after a second quarter that topped expectations. The maker of locks and access control systems is benefiting from sustained demand for its premium products and electronic solutions for commercial buildings, while price increases have helped offset a more uncertain real estate backdrop. In this context, the stock is up about 11% in the session.

July 23, 2026 at 03:16 pm

Cigna wants to save $200m with artificial intelligence

Cigna plans to rely on artificial intelligence to improve monitoring of patients with chronic diseases and reduce their medical spending. The insurer estimates that these new tools will help its customers save $200m over the next three years, while strengthening prevention and the management of the most complex conditions.

July 23, 2026 at 12:03 pm

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

Apple vs. Nvidia: the turtle's return to the AI race

As tech giants pour tens of billions of dollars into artificial intelligence to protect their lead, Apple is taking a very different path. Long criticized for lagging in the field, the Cupertino group has gradually become a market favorite again, even briefly reclaiming the title of the world's largest company by market capitalization from Nvidia.

July 22, 2026 at 12:36 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