Esteban Tesson

Meta Explores Massive Fundraising Round to Accelerate AI Investments

Meta is considering raising tens of billions of dollars through a stock offering to finance the expansion of its artificial intelligence infrastructure, according to reports from the Financial Times. This deliberation comes as major technology groups ramp up investments in data centers and the computing power required for AI development. The recent success of the $84.75bn fundraising announced by Alphabet reportedly helped accelerate discussions within Mark Zuckerberg's group.

June 06, 2026 at 01:11 am IST

OpenAI and Washington Consider Public Equity Stake in the Group

OpenAI and the Donald Trump administration have been discussing a potential U.S. government equity stake in the artificial intelligence company for over a year. The talks, initiated by Sam Altman in 2025, continued recently in Washington during meetings focused on AI regulation and technological advancements. Among the options being explored is a donation of shares to the federal government to fund an investment vehicle inspired by the "Public Wealth Fund" project championed by OpenAI.

June 06, 2026 at 12:50 am IST

Amazon unveils conversational robot and accelerates warehouse automation

Amazon has revealed a new iteration of its Proteus warehouse robot, now capable of understanding instructions delivered in natural language. Unveiled at the "Delivering the Future" event in London, this evolution allows employees to interact with the machine without specific technical commands. Already operational in 25 US fulfillment centers, Proteus is slated for a phased European rollout starting in 2027. The group also showcased Vulcan, a robot equipped with a sense of touch, alongside the STARK automated handling system.

June 05, 2026 at 08:47 pm IST

Lululemon seems squeezed

Long considered one of the most dynamic brands in the apparel sector, Lululemon is now navigating a more challenging period. Faced with a slowdown in discretionary spending and a saturated US market, the company posted disappointing quarterly results and has lowered its guidance, triggering a sharp 8% drop in its share price.

June 05, 2026 at 08:43 pm IST

Amazon Unveils Conversational Robot and Accelerates Warehouse Automation

Amazon has revealed a new version of its Proteus warehouse robot, now capable of understanding instructions delivered in natural language. Presented during the 'Delivering the Future' event in London, this evolution allows employees to interact with the robot without specific technical commands. Already utilized in 25 American logistics centers, Proteus will be progressively deployed across Europe starting in 2027. The group also introduced Vulcan, a robot equipped with a sense of touch, as well as the STARK automated handling system.

June 05, 2026 at 08:38 pm IST

Lululemon Loses Its Momentum

Long considered one of the most dynamic brands in the apparel sector, Lululemon is now navigating a more difficult period. Faced with a slowdown in discretionary spending and a saturated U.S. market, the company reported disappointing quarterly results and lowered its guidance, triggering a sharp 8% drop in its share price.

June 05, 2026 at 08:02 pm IST

A bright future: Why photonics is the new stockmarket darling

Long centered on raw computing power, the Artificial Intelligence revolution is now unfolding across multiple fronts, most notably in how data circulates. As models grow in size and complexity, the speed and efficiency of data exchange within data centers have become paramount concerns.

June 04, 2026 at 11:51 pm IST

Quantinuum makes strongmarket debut with $17.6bn valuation

Quantinuum has staged a remarkable Nasdaq debut, opening at $68 per share, well above its $60 IPO price. The quantum computing specialist has reached a valuation of approximately $17.6bn. The offering raised $1.68bn following an upsized deal and a final price set above the initial target range, reflecting robust investor demand.

June 04, 2026 at 11:45 pm IST

Quantinuum Debuts on Nasdaq with $17.6bn Valuation

Quantinuum made a notable entrance on the Nasdaq, opening at $68 per share, well above its $60 IPO price. The quantum computing specialist reached a valuation of approximately $17.6bn. The offering raised $1.68bn after the company increased the deal size and priced above the initial target range, reflecting robust investor demand.

June 04, 2026 at 11:24 pm IST

Broadcom cools semiconductor enthusiasm

Broadcom is one of the heavyweights of the semiconductor sector, an industry where investor expectations remain particularly high. While many players are already struggling to surprise, despite solid results, the group posted figures slightly below anticipations and adopted a cautious tone for its outlook, triggering almost a 15% drop in the stock. This correction also dragged down several emblematic sector names, including Marvell, Arm and Micron.

June 04, 2026 at 09:08 pm IST

Wall Street mixed as AI stocks weigh on sentiment

US markets are trading without a clear direction on Thursday, as profit-taking in major artificial intelligence names drags down tech indices. Despite a slight easing of geopolitical tensions in the Middle East, the Nasdaq 100 is down 1%, while the S&P 500 remains fairly flat. Conversely, the Dow Jones is up 1.5%.

June 04, 2026 at 09:00 pm IST

Wall Street Mixed as AI Stocks Drag on Performance

U.S. markets are trading without a clear direction on Thursday, as profit-taking in major artificial intelligence stocks weighs on technology indices. Despite a slight easing of geopolitical tensions in the Middle East, the Nasdaq 100 is down 1%, while the S&P 500 remains near break-even. Conversely, the Dow Jones Industrial Average is up 1.5%.

June 04, 2026 at 08:39 pm IST

Broadcom Cools Semiconductor Enthusiasm

Broadcom stands as a heavyweight in the semiconductor sector, an industry where investor expectations remain exceptionally high. While many players are already struggling to surprise the market despite solid results, the group reported figures slightly below anticipations and adopted a cautious tone for its outlook, triggering a nearly 15% drop in its share price. This correction also dragged down several emblematic sector stocks, including Marvell, Arm, and Micron.

June 04, 2026 at 08:06 pm IST

CrowdStrike ramps up AI investment despite cautious market reaction

CrowdStrike reported quarterly results that beat expectations, while announcing a sharp increase in spending to support its investments in artificial intelligence and new product development. Operating expenses rose 15% y-o-y to $1.07bn. Despite the solid performance, the stock fell about 9% in after-hours trading on Wall Street as investors grew concerned over the pace of rising costs.

June 04, 2026 at 10:20 am IST

Broadcom misses on revenue, despite ongoing AI boom

Broadcom reported mixed quarterly results, with earnings beating expectations, while revenue fell slightly short of market forecasts. For Q2, the group posted adjusted EPS of $2.44, compared to the $2.40 expected, on revenue of $22.19bn, missing the $22.27bn consensus. This slight disappointment weighed on the stock, which fell nearly 7% in after-hours trading on Wall Street, despite a 48% y-o-y increase in revenue.

June 04, 2026 at 10:14 am IST

CrowdStrike Ramps Up AI Investment Despite Cautious Market Reaction

CrowdStrike reported quarterly results that exceeded expectations while announcing a sharp increase in spending to support its investments in artificial intelligence and new product development. Operating expenses rose 15% year over year to reach $1.07bn. Despite the solid performance, the stock fell approximately 9% in after-hours trading on Wall Street as investors expressed concern over the pace of rising costs.

June 04, 2026 at 02:23 am IST

Broadcom Disappoints on Revenue Despite Continued Artificial Intelligence Surge

Broadcom reported mixed quarterly results, posting earnings that beat expectations while revenue fell slightly short of market forecasts. For the fiscal second quarter, the group reported adjusted earnings of $2.44 per share, compared to the $2.40 expected, on revenue of $22.19bn, missing the $22.27bn consensus. This slight disappointment weighed on the stock, which fell nearly 7% in after-hours trading on Wall Street, despite a 48% year-over-year increase in revenue.

June 04, 2026 at 02:11 am IST

Wall Street retreats as Middle East tensions escalate

U.S. markets finished lower on Wednesday, snapping a recent rally that had pushed indices to several record highs. Escalating tensions in the Middle East and rising oil prices have reignited inflationary fears, while investors brace for upcoming earnings reports from Broadcom and CrowdStrike. The S&P 500 fell 0.74% to 7,553.7 points, the Dow Jones lost 1.21% to close at 50,687 points, and the Nasdaq 100 limited its decline to 0.29%, ending the session at 30,571.2 points.

June 04, 2026 at 01:40 am IST

SpaceX Targets Record $1,750bn Valuation for Initial Public Offering

According to CNBC sources, SpaceX plans to price its initial public offering at $135 per share, a move that would value Elon Musk's company at approximately $1,750bn. The group intends to sell nearly 555.6m shares in a transaction estimated at roughly $75bn. This single-price setting method, without a prior indicative range, represents an unusual approach for an offering of this magnitude. The Nasdaq listing is scheduled for June 12 under the ticker symbol 'SPCX'.

June 03, 2026 at 10:53 pm IST

Marvell Technology: All Systems Go

Following a quarterly release cheered by the market and a raised guidance, Marvell Technology is now benefiting from heavyweight backing. Statements from Nvidia CEO Jensen Huang have propelled the stock and reinforced the narrative that the company is increasingly establishing itself as a cornerstone of the artificial intelligence ecosystem.

June 03, 2026 at 10:14 pm IST

Marvell Technology: All Systems Go

Following a quarterly release cheered by the market and a raised guidance, Marvell Technology is now benefiting from heavyweight backing. Comments from Nvidia CEO Jensen Huang have propelled the stock higher, reinforcing the view that the company is steadily emerging as a cornerstone of the artificial intelligence ecosystem.

June 03, 2026 at 10:06 pm IST