Esteban Tesson

Tariff Refunds Begin in the United States Following Supreme Court Invalidation

The first wave of refunds related to tariffs invalidated by the U.S. Supreme Court has begun reaching affected companies. Months after the ruling that found certain taxes introduced by Donald Trump unconstitutional, corporations such as Oshkosh Corporation and Basic Fun have confirmed receipt of initial payments. Oshkosh noted, however, that it is not yet able to precisely estimate the total amount to which the company may be entitled.

May 12, 2026 at 10:46 pm

Senate Confirms Kevin Warsh, Bringing Donald Trump Closer to a Leadership Shift at the Fed

Kevin Warsh has taken a decisive step toward the chairmanship of the U.S. Federal Reserve following the Senate's approval of his nomination to the Fed's Board of Governors. The upper house confirmed his candidacy in a 51 to 45 vote that largely followed party lines. Democratic Senator John Fetterman was the sole member of his party to join Republicans in supporting President Donald Trump's pick.

May 12, 2026 at 09:45 pm

Qnity raises annual guidance on surging AI-driven demand

Qnity Electronics has hiked its full-year revenue and profit forecasts, bolstered by a surge in investment in artificial intelligence infrastructure and high-performance computing. The announcement was hailed by the markets, with the stock climbing over 3% in intraday trading. The group is benefiting from increased spending on data centers and equipment dedicated to AI applications.

May 12, 2026 at 08:16 pm

Zebra Technologies raises guidance on robust automation demand

Zebra Technologies has lifted its full-year revenue growth forecasts, bolstered by strong demand for its automation solutions across warehousing, logistics and retail sectors. The announcement was cheered by the markets, with the stock surging nearly 17% during trading. The group is benefiting from accelerating investment in supply chain automation and real-time tracking tools for industrial and commercial operations.

May 12, 2026 at 08:11 pm

Qnity raises annual targets on surging artificial intelligence demand

Qnity Electronics has lifted its annual revenue and profit forecasts, driven by a surge in investment for infrastructure related to artificial intelligence and high-performance computing. The announcement was well received by the markets, with the stock climbing more than 3% during the session. The group is benefiting from increased spending on data centers and equipment designed for AI applications.

May 12, 2026 at 07:10 pm

Zebra Technologies raises its targets on automation demand

Zebra Technologies has raised its full-year revenue growth outlook, supported by strong demand for its automation solutions for warehouses, logistics providers, and retailers. Markets welcomed the news, sending the shares up nearly 17% in the session. The group is benefiting from accelerating investment in supply-chain automation and real-time tracking tools for industrial and commercial operations.

May 12, 2026 at 07:03 pm

Ceasefire Between Washington and Tehran Faltered by Renewed Tensions

Donald Trump has stated that the ceasefire reached between the United States and Iran is now on "life support" after receiving an Iranian response he deems "totally unacceptable." Speaking from the Oval Office, the American president described the truce as "incredibly fragile," comparing its status to a patient with only a "1% chance of survival." He further claimed he had not finished reading the Iranian counter-proposal, which he dismissed as "garbage."

May 11, 2026 at 09:52 pm

OpenAI establishes new entity to accelerate enterprise AI adoption

OpenAI has announced the formation of OpenAI Deployment Company, a new entity designed to support corporations in deploying artificial intelligence systems. The structure will be majority-owned by OpenAI and backed by over $4bn in initial investment. The group also announced the acquisition of specialist firm Tomoro to immediately bolster its integration and advisory capabilities for large-scale organizations.

May 11, 2026 at 07:22 pm

Alphabet Prepares Its First Yen-Denominated Bond Issue to Fund Artificial Intelligence

Alphabet is considering its first yen-denominated bond issue to finance its massive investments in artificial intelligence infrastructure. The group did not specify the size of the deal, but according to a Reuters source, several hundred billion yen has been discussed. Final terms are expected to be set by month-end. Alphabet has mandated Mizuho, Bank of America and Morgan Stanley to lead the offering.

May 11, 2026 at 06:35 pm

OpenAI Creates a New Structure to Speed AI Adoption in Corporate America

OpenAI announced the creation of OpenAI Deployment Company, a new entity designed to help businesses roll out artificial intelligence systems. The structure will be majority-owned by OpenAI and will have more than $4bn in initial investment. The group also announced the acquisition of specialist consultancy Tomoro to immediately bolster its integration and advisory capabilities for large organizations.

May 11, 2026 at 06:25 pm

CoreWeave buoyed by surging demand for AI infrastructure

CoreWeave reported quarterly results that exceeded expectations, confirming the robust growth of the AI-dedicated infrastructure market. The group posted Q1 revenue of $2.08bn, compared to the $1.97bn anticipated by analysts according to LSEG. A year earlier, revenue stood at $981.8m. This growth is driven by increasing demand from AI model developers for advanced computing capabilities.

May 08, 2026 at 09:24 am

CoreWeave lifted by the surge in demand for artificial intelligence infrastructure

CoreWeave posted quarterly results that topped expectations, underscoring the strong growth of the market for infrastructure dedicated to artificial intelligence. The company reported first-quarter revenue of $2.08bn, versus $1.97bn expected by analysts, according to LSEG. A year earlier, revenue totaled $981.8m. The increase is being driven by rising demand from AI model developers for advanced computing capacity.

May 08, 2026 at 01:07 am

Airbnb beats expectations despite disruptions linked to Iran conflict

Airbnb reported mixed quarterly results, with revenue exceeding expectations but EPS slightly missing market forecasts. The group posted QA profit of $160m, or $0.26 per share, compared with $154m a year earlier. Revenue rose 18% y-o-y to $2.68bn, surpassing the consensus of $2.62bn according to LSEG. Following the release, the stock climbed nearly 2% in after-hours trading.

May 08, 2026 at 01:03 am

Trump assembles delegation of US corporate giants for upcoming China visit

The Trump administration is organizing a high-profile delegation of American business leaders to accompany the President on his scheduled visit to China next week. According to multiple media reports, companies such as Nvidia, Apple, ExxonMobil, Boeing, Qualcomm, Blackstone, Citigroup, and Visa are among those invited. A source familiar with the matter confirmed that Citigroup CEO Jane Fraser has received an invitation, while Qualcomm has also confirmed its potential participation.

May 08, 2026 at 12:58 am

Airbnb Tops Expectations Despite Disruptions Linked to the Conflict With Iran

Airbnb posted a mixed set of quarterly results, with revenue above expectations but earnings per share slightly below market forecasts. The company reported first-quarter profit of $160m, or $0.26 a share, compared with $154m a year earlier. Revenue rose 18% year over year to $2.68bn, beating analysts' estimates of $2.62bn, according to LSEG. Following the release, the stock gained nearly 2% in after-hours trading.

May 08, 2026 at 12:35 am

Trump Prepares a Delegation of Major U.S. Corporations for His Trip to China

The Donald Trump administration is preparing a sizeable delegation of U.S. business leaders to accompany the president on his trip to China scheduled for next week. According to several media reports, companies such as Nvidia, Apple, ExxonMobil, Boeing, Qualcomm, Blackstone, Citigroup and Visa are said to be among those invited. A source close to the matter confirmed that Citigroup CEO Jane Fraser did receive an invitation, while Qualcomm also confirmed its potential participation.

May 07, 2026 at 10:33 pm

Datadog stock soars after AI guidance raised, with cloud momentum

Datadog raised its FY revenue and earnings forecasts after posting quarterly results that significantly beat expectations, driven by robust demand for cloud and artificial intelligence solutions. Following the release, the stock surged nearly 29% in early trading.

May 07, 2026 at 08:09 pm

Datadog soars after raising guidance on AI and cloud momentum

Datadog raised its full-year revenue and profit outlook after posting quarterly results that far exceeded expectations, driven by strong demand for cloud and artificial intelligence-related solutions. Following the release, the stock surged nearly 29% in early trading.

May 07, 2026 at 07:24 pm

DoorDash reassures markets with robust results and an upbeat outlook

DoorDash posted quarterly results that were largely welcomed by investors, despite revenue falling slightly short of expectations. The American food delivery specialist reported Q1 adjusted EPS of $0.42, beating the $0.36 anticipated by analysts. Revenue reached $4.04bn, compared to $4.14bn dollars expected, while sales still grew by 33% y-o-y. Following the release, the stock surged about 15% in after-hours trading.

May 07, 2026 at 04:09 pm

DaVita raises annual guidance on robust dialysis demand

DaVita has lifted its full-year profit forecast after posting quarterly results that beat expectations, bolstered by strong demand for its dialysis services. Shares in the group, which specializes in treatments for patients with chronic kidney failure, rose more than 3% in after-hours trading following the announcement. The company appears to be regaining momentum after several quarters marked by rising care costs and operating expenses.

May 07, 2026 at 01:23 am

Fortinet raises its full-year targets on strong cybersecurity demand

Fortinet raised its full-year revenue and profit outlook, driven by sustained demand for cybersecurity solutions. Markets welcomed the news, with the stock jumping nearly 15% after the close. The sector is benefiting from the broader adoption of hybrid work and the rise of artificial intelligence, two trends that increase the risk of cyberattacks and heighten companies' need for digital protection.

May 07, 2026 at 01:15 am