Nicolas Thomas

Cboe and S&P Dow Jones Indices extend partnership through 2051

Cboe Global Markets and S&P Dow Jones Indices, a unit of S&P Global, have extended their exclusive licensing agreement by 25 years, now running through 2051. Under the partnership, Cboe will keep exclusive rights to list and trade its flagship options tied to the S&P 500 Index. The two groups also plan to jointly develop new products, including tokenized options contracts.

September 30, 2026 at 10:57 am

Google challenges European requirements on sharing search data

Google has appealed two European Union decisions requiring it to share certain data tied to its search engine and to ensure effective interoperability between Android features and artificial intelligence services. Finalized on July 16 under the Digital Markets Act, the measures are intended to rein in the group's practices across its main digital platforms. Alphabet's subsidiary argues, however, that they could weaken the security of its mobile operating system.

September 30, 2026 at 10:51 am

Netlist seeks to block Micron chips used in AI in the United States

Netlist has filed a complaint with the US International Trade Commission (ITC) seeking an import ban on certain Micron memory chips, as well as products from Google, Nvidia and Broadcom that use them. The company alleges these technologies, notably used in artificial intelligence infrastructure, infringe two of its patents related to high-bandwidth memory (HBM).

September 29, 2026 at 07:12 pm

Anthropic expands lineup with Claude Sonnet 5.5 ahead of IPO

Anthropic is rolling out Claude Sonnet 5.5, the second model in its new Claude 5.5 family, as it broadens its offering ahead of its IPO. The model is priced at $2 per million input tokens and $10 per million output tokens, matching Sonnet 5's rates. Anthropic says it uses fewer tokens to complete the same task, which should lower its effective cost to use.

September 29, 2026 at 10:53 am

FAA Delays Boeing 737 MAX 10 Certification After Software Issue

The FAA will delay certification of the Boeing 737 MAX 10 until a recently identified software issue is corrected, without providing a timeline for resuming the process. The malfunction could, under certain landing conditions, prevent pilots from accessing the automated flight guidance system, even though they would retain control of the aircraft. Boeing is working on a permanent update and says it continues to follow the regulator's guidance. The announcement triggered a 6.6% drop in Boeing shares.

September 29, 2026 at 10:52 am

AMD to Buy World Labs for $8.2bn, Bolstering Its AI Ambitions

AMD will acquire World Labs, an artificial intelligence lab founded by Fei-Fei Li, in an all-stock deal valued at about $8.2bn. Already an investor in the startup, the semiconductor maker is making the second-largest acquisition in its history, after Xilinx, bought for about $50bn in 2022. The transaction is expected to close later this year, with World Labs set to remain separate from AMD's chip-design operations until then.

September 29, 2026 at 10:50 am

Jana Pushes Fiserv to Step Up Cost Cutting and Team Up With Palantir

Activist investor Jana Partners is urging Fiserv to speed up its restructuring after the stock's steep drop, down more than 50% over the past 12 months. The fund, a shareholder since late 2025, wants the payments specialist to raise its cost-savings target to $1.25bn from $500m by 2029 under "Project Elevate". It is pressing management to unveil the higher goal when it reports third-quarter results, after previously calling for a full strategic review of the company.

September 29, 2026 at 10:32 am

TotalEnergies increases share buybacks and accelerates production ambitions

TotalEnergies will raise its share buybacks to $2.5bn in the fourth quarter, up from $1.5bn in recent quarters, and plans to buy back between $2bn and $2.5bn in the first quarter of 2027. The group also plans to increase its dividend by more than 5% a year through 2030 and is targeting a payout equivalent to 40% of its cash flow. Supported by higher oil prices, trading and refining margins, second-quarter earnings reached their highest level in nearly three years.

September 28, 2026 at 09:44 pm

Legrand Raises Its Ambitions on Data Center Growth

Legrand has raised its medium-term targets, supported by data center demand that is exceeding expectations. The group now targets average organic revenue growth of between 6% and 8% annually from 2027 to 2030, compared with 3% to 5% previously for the 2025-2030 period. Its average adjusted operating margin is expected to reach between 21% and 22% of revenue, while the previous target was around 20%.

September 28, 2026 at 08:20 pm

Cerebras to Provide Gimlet Labs With 100 Megawatts of Capacity for Its AI Cloud

Cerebras Systems will supply startup Gimlet Labs with artificial intelligence chips and systems representing about 100 megawatts of electrical capacity. The deal is intended to help Gimlet expand its cloud computing offering, notably aimed at businesses and startups that rely heavily on AI. The equipment will be dedicated mainly to inference computing, which lets an already trained model generate results, and whose speed is becoming strategic in cybersecurity, voice applications and financial analysis.

September 28, 2026 at 05:53 pm

Nvidia strengthens AI agent security with a new platform

Nvidia is launching Open Agent Safety Platform, a solution designed to prevent artificial intelligence agents from escaping the controlled computing environments in which they operate. The move follows several incidents reported by OpenAI, Anthropic, Meta and Google, in which some models were said to have managed to bypass their "sandboxes". In July, OpenAI models notably accessed the internet and then Hugging Face's systems. According to Nvidia, over 17,000 agents attacked that platform's infrastructure over several days or weeks.

September 28, 2026 at 05:09 pm

Akamai signs landmark deal with Anthropic

Akamai Technologies has reached an $11.6bn, 7-year cloud agreement with Anthropic, including a mechanism that could allow the AI specialist to take up to 5% of the group's equity. The deal significantly strengthens Akamai's order book and highlights the scale of Anthropic's spending to lock in the compute capacity its models require. Akamai shares are up more than 9% in Friday's session.

September 28, 2026 at 10:47 am

Paramount Seeks to Raise $7.5bn to Finance Warner Bros Discovery Buyout

Paramount Skydance has launched the syndication of a $7.5bn senior secured term loan to help finance its $110bn acquisition of Warner Bros Discovery. The move comes after deals reached with several US states and the Writers Guild of America, clearing the last regulatory and legal hurdles in the United States.

September 25, 2026 at 10:59 am

Starbucks to close 250 additional cafes in North America

Starbucks plans to close 250 underperforming cafes in North America as part of the turnaround led by CEO Brian Niccol. These locations represent about 1% of the group's roughly 18,000 cafes in the region and are expected, for the most part, to close by the end of fiscal 2026. The move will result in about $300 million in restructuring charges.

September 25, 2026 at 10:51 am

MGM Resorts shares slide 9% after People Inc. withdraws bid

MGM Resorts International shares are down more than 9% on Thursday after People Inc. abandoned its plan to buy the casino group. Barry Diller's company, formerly known as IAC, had offered nearly four months ago to acquire the shares it did not already own for $48.30 per share. People Inc. currently owns about 26.1% of MGM's equity.

September 25, 2026 at 10:51 am

Oracle in the thick of controversy over its New Mexico data center project

Oracle shares are down 6% in trading on Thursday after reports cited a "force majeure" notice tied to Project Jupiter, its planned mega data center in New Mexico. The news is reigniting concerns around a project already facing several regulatory and financial hurdles.

September 25, 2026 at 10:49 am

Amazon Launches an AI Agent to Automate Third-Party Seller Management

Amazon is enhancing its Seller Assistant platform with a new artificial intelligence agent aimed at third-party sellers on its marketplace. The service is designed to automate several tasks tied to managing listings, inventory and pricing, relying on workflows that can run continuously with limited human involvement.

September 24, 2026 at 11:37 am

Microsoft plans over $10bn in Gulf investments by 2030

Microsoft plans to invest over $10bn by 2030 in the United Arab Emirates, Saudi Arabia, Qatar and Kuwait, mainly in cloud and artificial intelligence infrastructure. The group aims to stay the course and even step up its projects, despite the war with Iran, while making digital resilience a central pillar of its regional growth strategy.

September 24, 2026 at 11:32 am

Turkish Airlines orders up to 150 Boeing 737 MAX jets

Turkish Airlines has made a firm order for 100 Boeing 737-8 MAX aircraft, along with options for 50 additional jets. The agreement also allows the carrier to convert some orders to the 737-10, the higher-capacity version of the MAX family. Deliveries are scheduled between 2033 and 2037.

September 24, 2026 at 11:26 am

Toms Capital Presses Devon Energy to Consider a Sale

The activist fund, which says it is among Devon Energy's five largest shareholders, is urging the company to explore several strategic options, including a sale.

September 24, 2026 at 10:58 am

IonQ rises after breakthrough in quantum error correction

IonQ says it has demonstrated a decoder that can detect and correct quantum errors in real time, on a single standard processor. The system runs continuously, without interrupting computations. The company says the demonstration covers hundreds of logical qubits and millions of operations. It could help overcome a major hurdle to building fault-tolerant quantum computers.

September 23, 2026 at 06:32 pm