Esteban Tesson

SpaceX posts a strong market debut powered by Starlink and artificial intelligence

In its first results as a publicly listed company, SpaceX delivered strong revenue growth, driven by Starlink and its artificial intelligence related businesses. Investors, however, remain focused on the group's heavy investment needs, the expiration of the post-IPO lockup period and the profitability outlook for its new ventures.

August 05, 2026 at 12:26 am

Chipotle slides on the stock market after a potential link to a salmonella outbreak

Chipotle Mexican Grill saw its shares fall nearly 8% after announcing the temporary removal of jalapeño peppers from its Minnesota restaurants. The move follows reports suggesting that a batch of the ingredient could be linked to a salmonella outbreak. The company said its traceability system quickly identified the affected jalapeños, which were replaced with products from other suppliers.

August 04, 2026 at 10:28 pm

Wall Street in the green following earnings announcements

Major US indexes are trading higher this Tuesday, with fresh records for the S&P 500 and the Dow Jones, while the Nasdaq 100 is up over 2%. Strong results from Palantir and Caterpillar are supporting the move, against a backdrop also shaped by renewed optimism on the geopolitical front.

August 04, 2026 at 09:40 pm

Snap jumps after better-than-expected results and encouraging outlook

Snap posted quarterly results above expectations and issued solid guidance for the current quarter, supported by a rebound in advertising activity and growth in its subscription revenue. The stock is up about 10% after the close on Wall Street.

August 04, 2026 at 12:52 am

Amazon tops $3,000bn in market value for the first time

Amazon has crossed the $3,000bn threshold in market capitalization for the first time, buoyed by results that beat expectations and by investor optimism about growth in its AI-driven cloud business.

August 03, 2026 at 08:01 pm

KKR close to an agreement to buy Integer Holdings

KKR is said to be on the verge of sealing the acquisition of Integer Holdings, a contract manufacturer of medical devices, according to The Wall Street Journal citing people familiar with the matter. A bid could be announced as soon as next week and would value the company at about $127 per share.

July 31, 2026 at 11:58 pm

Chime to cut 10% of its workforce to speed its AI-driven transformation

Fintech Chime will reduce its workforce by about 10% to streamline its organization and capitalize on productivity gains tied to artificial intelligence. The move fits a broader trend of companies across the financial sector tightening operations.

July 31, 2026 at 10:47 pm

NXP considers acquiring chip designer Ambarella

NXP Semiconductors is in talks to acquire Ambarella, according to the Financial Times, citing people familiar with the matter. Following the report, Ambarella shares jumped nearly 18%, while NXP stock fell more than 3%. Ambarella's market capitalization stands at about $3.25bn. Talks are ongoing and may not result in a transaction.

July 31, 2026 at 09:48 pm

Westinghouse prepares its US IPO

Westinghouse Electric Company has confidentially filed for an initial public offering in the United States. The nuclear specialist is looking to capitalize on renewed investor interest in a sector boosted by rising electricity demand tied to data centers and artificial intelligence.

July 31, 2026 at 08:41 pm

Apple tops expectations on strong demand for iPhones and Macs

Apple posted quarterly results above expectations, driven by record iPhone sales and a sharp rise in the Mac lineup. The group is benefiting from a favorable product cycle despite persistent constraints in its supply chain. Still, the stock is down nearly 4% in after-hours trading, as services revenue came in below forecasts.

July 31, 2026 at 12:55 am

Banks negotiate $15bn financing for an Anthropic data center

Nexus Data Centers is in advanced talks to raise $15bn to finance a campus for Anthropic in Texas. Google would back the project by providing financial guarantees and supplying the chips needed for artificial intelligence infrastructure.

July 30, 2026 at 10:42 pm

OpenAI sharply cuts prices for some AI models to speed adoption

OpenAI announced a major price cut for its entry-level and mid-range models to address companies' concerns about the cost of artificial intelligence. The move intensifies competition with US rivals and low-cost Chinese models.

July 30, 2026 at 09:31 pm

Microsoft steps on the gas where it counts and posts a historic jump

In the gloom of quarterly earnings, it is often hard to pick out the season's big winners and big losers. Yet as this new wave of reports has barely begun, one conclusion already looks clear: Microsoft will rank among this quarter's standout successes.

July 30, 2026 at 07:04 pm

Lam Research tops expectations and signals sustained growth driven by AI

Lam Research posted quarterly results above expectations and issued revenue guidance well ahead of forecasts for the current quarter. The semiconductor equipment maker is benefiting from strong demand tied to investment in artificial intelligence infrastructure.

July 30, 2026 at 01:26 am

Carvana plunges after cautious full-year guidance despite record results

Carvana posted record quarterly results, but its full-year profit outlook disappointed investors. Shares of the online auto retailer fell sharply after it released its earnings.

July 30, 2026 at 01:08 am

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 29, 2026 at 12:51 am

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 29, 2026 at 12:18 am

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 09:15 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 08:38 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 07:45 pm

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 05:17 pm