Esteban Tesson

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 08:05 pm IST

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 07:55 pm IST

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 10:54 am IST

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 02:37 am IST

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 02:33 am IST

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 02:28 am IST

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 02:05 am IST

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 08, 2026 at 12:03 am IST

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 09:39 pm IST

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 08:54 pm IST

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 05:39 pm IST

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 02:53 am IST

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 02:45 am IST

Cencora raises annual guidance despite quarterly miss

Cencora reported quarterly results that fell short of market expectations, while simultaneously raising its full-year profit forecast on the back of sustained demand for specialty drugs. The pharmaceutical distributor is pursuing its strategy of refocusing on core operations, notably by strengthening its presence in specialty medical services. This year, the group acquired EyeSouth Partners' retina care business for $1.1bn and divested its animal health division. The announcement failed to reassure the market, with the stock tumbling over 17% in intraday trading.

May 07, 2026 at 02:40 am IST

Nvidia and Corning bolster optical capabilities for Artificial Intelligence

Nvidia and Corning have announced a strategic partnership aimed at developing optical infrastructure for artificial intelligence in the United States. Three new advanced manufacturing facilities will be opened in North Carolina and Texas to meet the growing requirements of the semiconductor specialist. The project is expected to create at least 3,000 jobs and increase Corning's domestic optical production capacity tenfold. As part of the agreement, Nvidia may invest up to $3.2bn in the group through various financial instruments.

May 07, 2026 at 02:34 am IST

Instacart forecasts robust activity despite slowing order growth

Instacart issued Q2 guidance that topped expectations, as the company bets on consumers continuing to prioritize discounted goods amid persistent pressure on purchasing power. The group anticipates Gross Transaction Value (GTV) between $10.10bn and $10.25bn, compared to the $10.07bn expected by analysts according to LSEG data. Adjusted EBITDA is projected to range from $290m to $300m, broadly in line with market forecasts.

May 07, 2026 at 02:30 am IST

DoorDash Reassures Markets With Solid Results and Favorable Outlook

DoorDash posted quarterly results that were broadly well received by investors, despite revenue coming in slightly below expectations. The U.S. meal delivery specialist reported adjusted earnings of $0.42 per share in the first quarter, above the $0.36 analysts had forecast. Revenue totaled $4.04bn, versus $4.14bn expected, but still rose 33% year over year. Following the release, the stock jumped about 15% after the market close.

May 07, 2026 at 02:29 am IST

DaVita raises full-year guidance on strong dialysis demand

DaVita raised its full-year profit outlook after posting quarterly results that topped expectations, supported by robust demand for its dialysis services. The kidney-care specialist, which treats patients with chronic kidney failure, saw its shares rise more than 3% after the close 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 01:39 am IST

Bio-Techne Hit by Pullback in U.S. Academic Funding

Bio-Techne reported quarterly results that missed expectations, weighed down by slowing demand for its products used in medical research and pharmaceutical development. The Minneapolis-based group posted third-quarter revenue of $311.4m, versus $317.1m expected by analysts, according to LSEG. Cuts in U.S. academic research funding, along with uncertainty tied to tariffs, continue to weigh on customer spending.

May 07, 2026 at 01:05 am IST

Cencora raises full-year guidance despite a weaker-than-expected quarter

Cencora posted quarterly results below market expectations, while raising its full-year earnings outlook on sustained demand for specialty drugs. The pharmaceutical distributor is continuing its strategy of refocusing on its core businesses, including strengthening its footprint in specialty medical services. This year, the group acquired EyeSouth Partners' retinal care business for $1.1bn and sold its animal health division. The update was not enough to reassure the market, the stock was down more than 17% during the session.

May 07, 2026 at 12:34 am IST

Nvidia and Corning Strengthen Their Optical Capabilities for Artificial Intelligence

Nvidia and Corning announced a strategic partnership aimed at developing optical infrastructure for artificial intelligence in the United States. Three new advanced manufacturing plants will open in North Carolina and Texas to meet the chipmaker's fast-growing needs. The project is expected to create at least 3,000 jobs and increase Corning's U.S. optical production capacity tenfold. Under the agreement, Nvidia may invest up to $3.2bn in the company through various financial instruments.

May 07, 2026 at 12:21 am IST