Esteban Tesson

Intel gains ground on Google and Nvidia in AI chip manufacturing

Intel could receive a major boost from Google for its foundry business. According to The Information, the group has reportedly secured an order for over three million Tensor Processing Units (TPUs) scheduled for production in 2028. The report also indicates that Nvidia is exploring the use of Intel's manufacturing technologies for a future processor integrating four graphics chips, although no formal agreement has been reached yet. This news provided strong tailwinds for Intel shares, which surged by over 12% on Monday.

June 08, 2026 at 07:35 pm

OpenAI and Washington Weigh Public Equity Stake in the Group

OpenAI and the Trump administration have been in discussions for over a year regarding a potential US government equity stake in the artificial intelligence firm. The talks, initiated by Sam Altman in 2025, recently continued in Washington during meetings focused on AI regulation and technological advancements. Options being explored include a grant of shares to the federal government to seed an investment vehicle inspired by the "Public Wealth Fund" project championed by OpenAI.

June 08, 2026 at 11:00 am

Amazon unveils conversational robot and accelerates warehouse automation

Amazon has revealed a new iteration of its Proteus warehouse robot, now capable of understanding instructions delivered in natural language. Unveiled at the "Delivering the Future" event in London, this evolution allows employees to interact with the machine without specific technical commands. Already operational in 25 US fulfillment centers, Proteus is slated for a phased European rollout starting in 2027. The group also showcased Vulcan, a robot equipped with a sense of touch, alongside the STARK automated handling system.

June 05, 2026 at 07:17 pm

Lululemon seems squeezed

Long considered one of the most dynamic brands in the apparel sector, Lululemon is now navigating a more challenging period. Faced with a slowdown in discretionary spending and a saturated US market, the company posted disappointing quarterly results and has lowered its guidance, triggering a sharp 8% drop in its share price.

June 05, 2026 at 07:13 pm

A bright future: Why photonics is the new stockmarket darling

Long centered on raw computing power, the Artificial Intelligence revolution is now unfolding across multiple fronts, most notably in how data circulates. As models grow in size and complexity, the speed and efficiency of data exchange within data centers have become paramount concerns.

June 04, 2026 at 10:21 pm

Quantinuum makes strongmarket debut with $17.6bn valuation

Quantinuum has staged a remarkable Nasdaq debut, opening at $68 per share, well above its $60 IPO price. The quantum computing specialist has reached a valuation of approximately $17.6bn. The offering raised $1.68bn following an upsized deal and a final price set above the initial target range, reflecting robust investor demand.

June 04, 2026 at 10:15 pm

Broadcom cools semiconductor enthusiasm

Broadcom is one of the heavyweights of the semiconductor sector, an industry where investor expectations remain particularly high. While many players are already struggling to surprise, despite solid results, the group posted figures slightly below anticipations and adopted a cautious tone for its outlook, triggering almost a 15% drop in the stock. This correction also dragged down several emblematic sector names, including Marvell, Arm and Micron.

June 04, 2026 at 07:38 pm

Wall Street mixed as AI stocks weigh on sentiment

US markets are trading without a clear direction on Thursday, as profit-taking in major artificial intelligence names drags down tech indices. Despite a slight easing of geopolitical tensions in the Middle East, the Nasdaq 100 is down 1%, while the S&P 500 remains fairly flat. Conversely, the Dow Jones is up 1.5%.

June 04, 2026 at 07:30 pm

CrowdStrike ramps up AI investment despite cautious market reaction

CrowdStrike reported quarterly results that beat expectations, while announcing a sharp increase in spending to support its investments in artificial intelligence and new product development. Operating expenses rose 15% y-o-y to $1.07bn. Despite the solid performance, the stock fell about 9% in after-hours trading on Wall Street as investors grew concerned over the pace of rising costs.

June 04, 2026 at 08:50 am

Broadcom misses on revenue, despite ongoing AI boom

Broadcom reported mixed quarterly results, with earnings beating expectations, while revenue fell slightly short of market forecasts. For Q2, the group posted adjusted EPS of $2.44, compared to the $2.40 expected, on revenue of $22.19bn, missing the $22.27bn consensus. This slight disappointment weighed on the stock, which fell nearly 7% in after-hours trading on Wall Street, despite a 48% y-o-y increase in revenue.

June 04, 2026 at 08:44 am

Marvell Technology: All Systems Go

Following a quarterly release cheered by the market and a raised guidance, Marvell Technology is now benefiting from heavyweight backing. Statements from Nvidia CEO Jensen Huang have propelled the stock and reinforced the narrative that the company is increasingly establishing itself as a cornerstone of the artificial intelligence ecosystem.

June 03, 2026 at 08:44 pm

Marvell Technology: All Systems Go

Following a quarterly release cheered by the market and a raised guidance, Marvell Technology is now benefiting from heavyweight backing. Comments from Nvidia CEO Jensen Huang have propelled the stock higher, reinforcing the view that the company is steadily emerging as a cornerstone of the artificial intelligence ecosystem.

June 03, 2026 at 08:36 pm

Meta launches AI agent to automate business tasks

Meta Platforms unveiled a new artificial intelligence agent for businesses at its Conversations conference in London. Integrated into WhatsApp's professional services before being rolled out to Messenger and Instagram, the tool is designed to directly execute tasks such as scheduling appointments, managing bookings, processing orders or closing sales. The group reports that over one million businesses already use its chatbots across its messaging platforms.

June 03, 2026 at 06:36 pm

Palo Alto Networks raises guidance on AI-driven cybersecurity demand

Palo Alto Networks reported quarterly results that beat expectations and raised its full-year guidance, capitalizing on heightened cybersecurity needs amid rising risks linked to artificial intelligence. The announcement was welcomed by the market, with its share climbing approximately 10% in after-hours trading. The group posted adjusted EPS of $0.85 on revenue of $3bn, compared to expectations of $0.80 and $2.94bn, respectively.

June 03, 2026 at 12:48 am

Microsoft launches proprietary AI models to bolster independence from OpenAI

At its Build conference, Microsoft unveiled a new generation of in-house AI models, showing a strategic push to reduce its reliance on OpenAI technologies. Key announcements included MAI-Code-1, a specialized code-generation model capable of converting natural language instructions into applications or websites. This initiative aims to capitalize on the surge in AI-assisted development, particularly the "vibe coding" trend, which enables software creation through simple textual descriptions.

June 02, 2026 at 11:39 pm

Microsoft launches proprietary AI models to bolster autonomy from OpenAI

At its Build conference, Microsoft unveiled a new generation of in-house artificial intelligence models, showing a strategic push to reduce its reliance on OpenAI technologies. Key announcements included MAI-Code-1, a specialized code-generation model capable of transforming natural language instructions into applications or websites. This initiative aims to capitalize on the surge in AI-assisted development, particularly the "vibe coding" trend, which enables software creation through simple textual descriptions.

June 02, 2026 at 11:33 pm

Trump establishes early government access to most advanced AI models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The text provides for the creation of a framework to evaluate the cyber capabilities of models in order to identify those deemed strategic. Companies may voluntarily participate in this program and provide the government with access to their technologies up to thirty days prior to public release. The administration will also be able to intervene in the selection of partners authorized to conduct early testing of these models.

June 02, 2026 at 10:14 pm

Wall Street edges higher as AI-linked stocks surge

Major US indices are trading slightly higher on Tuesday, extending a winning streak that could see the S&P 500 and the Nasdaq Composite notch their ninth consecutive session of gains. However, investors remain cautious amid conflicting signals regarding US-Iran relations. At mid-session, the S&P 500 and the Nasdaq 100 are up approximately 0.2%, while the Dow Jones is gaining nearly 0.1%.

June 02, 2026 at 07:39 pm

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 06:20 pm

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 06:15 pm

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 11:42 am