Kevin Smith
Journalist
Allegion raises its full-year targets on demand from commercial buildings
Allegion raised its full-year profit outlook after a Q2 that topped expectations. The maker of locks and access control systems is benefiting from steady demand for its premium products and electronic solutions for commercial buildings, while price increases helped offset a more uncertain real estate backdrop. Against this backdrop, the stock was up about 11% in the session.
July 24, 2026 at 12:00 am
AMD Starts Production of Its Helios AI Server and Steps Up the Pace Against Nvidia
AMD said it has begun large-scale production of its Helios artificial intelligence server, its most advanced platform for data centers. First shipments are expected in the coming months as the company seeks to strengthen its position against Nvidia in a fast-growing market fueled by massive investment in artificial intelligence.
July 23, 2026 at 11:55 pm
RTX Raises Full-Year Targets, Shares Soar as Market Opens
The defense and aerospace group posted much higher quarterly results, beating analysts' expectations. Building on that momentum and a record backlog, the company raised its 2026 outlook, sparking a wave of enthusiasm among investors: the stock jumped more than 7% as the market opened on Wall Street.
July 23, 2026 at 06:29 pm
The ECB Keeps Key Interest Rates Unchanged
As economists had expected, the ECB's Governing Council today decided to leave its three key policy rates unchanged, noting that "the outlook for energy price developments, while highly volatile, is currently close to the baseline scenario of its June projections".
July 23, 2026 at 05:31 pm
EasyJet: Lower profits, a higher stock, but "neutral" analysts
Hit by higher fuel costs and disruptions linked to the conflict in the Middle East, easyJet posted a sharp decline in Q3 2026 pre-tax profit. The airline nonetheless highlights solid last-minute demand and confirms its outlook. This is enough to reassure investors, with the stock is up about 5% in London.
July 23, 2026 at 04:28 pm
IBM trims outlook after a quarter weighed on by weaker mainframe sales
IBM cut its 2026 revenue growth forecast after quarterly results came in below expectations. The company said businesses prioritized spending on artificial intelligence infrastructure, which temporarily pressured software and mainframe sales.
July 23, 2026 at 09:30 am
Texas Instruments expects a recovery driven by industry and AI data centers
Texas Instruments' Q3 revenue forecast tops Wall Street expectations, underscoring the gradual rebound in industrial demand. The company is also benefiting from the surge in investment in artificial intelligence infrastructure, which is supporting sales of its analog chips.
July 23, 2026 at 09:25 am
Beijing mobilizes banks and insurers to stem the slide in Chinese stocks
Chinese banks and insurers are stepping up their presence in the domestic equity market, in a fresh attempt by Beijing to restore confidence after Chinese stocks fell by over 5% last week. The $8.6bn IPO of memory chipmaker CXMT has revived fears of a liquidity squeeze, while a broad global selloff in semiconductors and renewed tensions in the Middle East have weighed on risk appetite.
July 23, 2026 at 12:21 am
OpenAI acknowledges that one of its AI models compromised Hugging Face's systems during test
An experimental OpenAI model managed to break out of its test environment, access the Internet, then exploit a vulnerability to breach 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 10:48 pm
Super Micro surges after highly reassuring numbers for its latest quarter
Super Micro Computer is soaring 24.5% to $31.7, a day after the IT solutions provider released preliminary figures for Q4, seen as highly reassuring on gross margin and order levels, reflecting strong demand for its next-generation artificial intelligence servers.
July 22, 2026 at 08:07 pm
GM on a strong run
After a solid gain yesterday (+4.91%), General Motors shares are extending their rally today (+5.67%, to $84.03). On Tuesday, the US automaker's stock benefited from better-than-expected quarterly results and higher guidance for certain targets, and this Wednesday it is being supported by a positive note from DZ Bank.
July 22, 2026 at 08:03 pm
Super Micro tops $60bn in orders on demand for next-generation AI servers
Super Micro Computer said it booked more than $60bn in orders during its fourth quarter, driven by strong demand for its next-generation artificial intelligence servers. Investors cheered the update, sending the shares up 15% in after-hours trading following Wall Street's close.
July 22, 2026 at 05:33 pm
The Airbus-Boeing showdown intensifies at Farnborough as the sector rebounds
Every two years, alternating with Le Bourget, the Farnborough Airshow brings together the elite of global aerospace about 30 miles southwest of London. This is a chance for manufacturers to announce a flurry of deals, and for analysts to take the pulse of a closely watched industry, against a backdrop of surging geopolitical tensions and pressure on jet fuel.
July 22, 2026 at 04:51 pm
A global economy that is 'more fragile than it looks, Standard Chartered says
The first half of 2026 will be remembered by all means. In the first two months of the year, Donald Trump neutralized two of his counterparts, namely the leaders of Venezuela and Iran. Since then, the United States has become bogged down (yet again) in a war in the Middle East that has led to the closure of the Strait of Hormuz, which has completely upset global oil prices. Enough to derail the markets? Not at all. Indeed, the markets have shown unexpected resilience, buoyed by the AI momentum. Still, Philippe Dauba-Panatacce, a geopolitics-focused economist at Standard Chartered, urges vigilance: the engines of growth are becoming increasingly narrow.
July 22, 2026 at 11:57 am
Super Micro tops $60bn in orders as demand for AI servers surges
Super Micro Computer has said that it has booked over $60bn in orders in Q4, driven by strong demand for its next-generation artificial intelligence servers. Investors welcomed the update, sending the stock up 15% in after-hours trading on Wall Street.
July 22, 2026 at 11:38 am
Albany NanoTech welcomes ASML's first High NA machine installed in the US
The Albany NanoTech research center in New York State has received the first components of ASML's next-generation lithography machines. This state-of-the-art equipment, intended for research and development, will help pave the way for future generations of semiconductors and strengthens US capabilities in a strategic field.
July 22, 2026 at 12:20 am
Meta Adds Xbox Game Pass Starter to Its Horizon Subscription
Meta is strengthening its gaming lineup for Quest headsets by adding Xbox Game Pass Starter to its Horizon+ subscription. This partnership with Microsoft gives subscribers access to more than 50 additional games from the Game Pass catalog, complementing the more than 100 virtual reality games already offered by the service.
July 21, 2026 at 09:44 pm
Nvidia Unveils Vera to Speed Expansion in Server Processor Market
Nvidia has laid out the technical specifications for Vera, its first in-house developed central processing unit (CPU) for artificial intelligence servers. Already delivered to several partners, including OpenAI, Anthropic and SpaceX, the processor marks a new step in the group's strategy as it aims to offer end-to-end infrastructure to strengthen its position against AMD and Intel in the data center market.
July 21, 2026 at 08:26 pm
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