Esteban Tesson

Western Digital forecasts a strong quarter, but the market is still left wanting

Western Digital posted revenue and profit guidance above expectations for the current quarter, lifted by demand from AI-focused data centers. Despite that outlook, the stock fell after the close on Wall Street, as investors judged that expectations were already largely priced in.

August 06, 2026 at 02:38 am IST

STMicro, a standout performer atop Paris and Europe

The underlying trend around artificial intelligence continues to gather pace and is clearly benefiting the Franco-Italian group, which has secured a prime position in the silicon photonics supply chain. Since the start of the year, the stock has surged 108% on the Paris stock exchange.

August 05, 2026 at 08:14 pm IST

STMicro, a standout performance over Paris and Europe

The underlying momentum around artificial intelligence continues to run hot and is clearly benefiting the Franco-Italian group, which has secured a prime position in the silicon photonics supply chain. Since the start of the year, the stock has surged 108% on the Paris exchange.

August 05, 2026 at 06:50 pm IST

Pinterest expects its growth to slow amid intensifying ad competition

Pinterest posted better-than-expected second-quarter results, but is forecasting more moderate revenue growth in the current quarter. The company is facing tougher competition in digital advertising, despite its investments in artificial intelligence.

August 05, 2026 at 02:54 am IST

Lucid disappoints in the second quarter and rolls out a turnaround plan

Lucid posted results below expectations and unveiled a sweeping reorganization aimed at cutting costs and improving cash flow. The electric-vehicle maker is betting on a new strategy under its new CEO, while continuing its robotaxi ambitions and international expansion.

August 05, 2026 at 02:38 am IST

AMD beats expectations on AI, but its stock falls on the market

AMD posted revenue guidance above expectations and delivered solid results, driven by strong demand for chips for artificial intelligence data centers. Despite that performance, investors punished the stock, which fell more than 7% after the close on Wall Street.

August 05, 2026 at 02:14 am IST

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 01:56 am IST

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 11:58 pm IST

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 11:10 pm IST

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 02:22 am IST

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 09:31 pm IST

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 01, 2026 at 01:28 am IST

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 01, 2026 at 12:17 am IST

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 11:18 pm IST

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 10:11 pm IST

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 02:25 am IST

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 31, 2026 at 12:12 am IST

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 11:01 pm IST

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 08:34 pm IST

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 02:56 am IST

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 02:38 am IST