Esteban Tesson

Micron locks in sales with new auto-sector supply deals

Micron Technology has signed long-term supply agreements with several automotive industry players, including Qualcomm and Harman, to provide memory and storage components for vehicles integrating artificial intelligence features. These partnerships aim to secure supply and support the ramp-up of next-generation automotive platforms.

July 16, 2026 at 12:03 pm EDT

United Airlines beats expectations despite a surge in fuel costs

United Airlines posted better-than-expected second-quarter results, with adjusted earnings of $1.99 a share and revenue of $17.67bn, both slightly above analysts' forecasts. The airline nonetheless offered cautious guidance for the third quarter, while raising the lower end of its full-year profit outlook. Markets chose to punish that guidance in after-hours trading, with the stock down more than 3.5%.

July 15, 2026 at 04:26 pm EDT

Thinking Machines unveils Inkling, an open model to take on Chinese players

Thinking Machines introduced Inkling, its first open-weights artificial intelligence model, aiming to offer a Western alternative to the open models developed in China. Founded by former OpenAI chief technology officer Mira Murati, the start-up is making available a 975 billion-parameter model that users can download, run, and customize. Inkling is accessible via the Tinker platform as well as on other tools aimed at developers.

July 15, 2026 at 02:50 pm EDT

Amazon Leo teams up with Herotel to launch satellite internet in South Africa

Amazon Leo, Amazon's low-Earth-orbit satellite internet project, has struck a partnership with South African provider Herotel to offer high-speed service aimed at underserved rural areas. Branded 'evry', the offering is set to launch for consumers in 2027 and is designed to improve internet access in regions where rolling out terrestrial networks remains too costly.

July 15, 2026 at 01:31 pm EDT

ASML sees room to raise prices for its lithography equipment

ASML believes it has room to increase prices for some of its semiconductor manufacturing equipment, supported by demand that remains strong. Its chief financial officer, Roger Dassen, said production capacity for the latest-generation EUV machines is almost fully booked through the end of 2027, strengthening the group's bargaining power.

July 15, 2026 at 01:08 pm EDT

Apple Weighs Semiconductor Acquisitions to Speed Up Its AI

Apple is exploring the acquisition of semiconductor specialists to strengthen the development of processors for its artificial intelligence servers. According to The Information, the company has approached several startups in the sector and opened talks with investment banks to assess potential deals, as it looks to improve the performance of its AI infrastructure.

July 15, 2026 at 11:48 am EDT

ChatGPT Work, OpenAI's new enterprise-focused agent

OpenAI has launched ChatGPT Work, a new agent built into ChatGPT for businesses, designed to automate complex tasks across different applications and files. Powered by the GPT-5.6 model, the tool can gather information from multiple sources to produce finished documents, spreadsheets, presentations, reports, or even fully built websites.

July 09, 2026 at 02:25 pm EDT

Fed minutes reveal divisions over the path of interest rates

The minutes of the June meeting show a committee that is split between the possibility of a rate cut or a rate hike, depending on how inflation evolves. They also confirm the determination of the Federal Reserve's new chairman, Kevin Warsh, to overhaul the institution's communications and reduce the forward guidance provided to markets.

July 09, 2026 at 02:40 am EDT

China Could Allow Limited Purchases of Nvidia H200 Chips

Beijing is reportedly considering allowing several of its leading artificial intelligence groups to acquire a limited volume of Nvidia H200 chips, according to The Information. The move would mark a further easing in Chinese companies' access to cutting-edge U.S. semiconductors, subject to export licenses issued by Washington.

July 08, 2026 at 11:42 am EDT

Blue Origin readies a $10bn fundraising

Jeff Bezos' space company is preparing to bring in external investors for the first time. The deal, which would value Blue Origin at $130bn, comes amid strong interest in the space sector after SpaceX's record IPO.

July 08, 2026 at 10:45 am EDT

Blue Origin is preparing a $10bn fundraising round

Jeff Bezos' space company is about to welcome outside investors for the first time. The deal, which would value Blue Origin at $130bn, comes amid intense interest in the space sector following SpaceX's record-breaking stock market debut.

July 08, 2026 at 09:14 am EDT

Meta launches Muse Image and expands its generative AI capabilities

Meta Platforms has unveiled Muse Image, its first image-generation model developed by Meta Superintelligence Labs, strengthening its generative artificial intelligence lineup. Integrated into the Meta AI assistant, the tool can understand complex prompts, transform photos into edited images, and enable touch-ups based on sketches or annotations. The company is presenting the launch as a new step in embedding AI across its core platforms.

July 07, 2026 at 03:03 pm EDT

SpaceX Establishes Itself as a New Nasdaq 100 Heavyweight

The space exploration specialist has officially joined the Nasdaq 100. Despite a recent pullback in its share price amid questions over valuations across the tech sector, analysts remain notably upbeat and are rolling out a wave of coverage initiations on the stock.

July 07, 2026 at 12:05 pm EDT

Rivian raises $1.5bn and the stock slides on the market

Rivian Automotive announced a public offering of 75 million Class A common shares, a move that sent the stock down about 12% in early trading. Based on Monday's closing price of $20.14, the capital raise is expected to bring in nearly $1.51bn. The automaker also set an option allowing banks to subscribe for up to 11.25 million additional shares.

July 07, 2026 at 10:03 am EDT

Wall Street rises, lifted by AI as investors await the first earnings reports

Wall Street's major indexes are in the green at the start of the week, supported by the solid performance of technology stocks. The semiconductor sector is regaining momentum, while investors remain focused on geopolitical developments between the United States and Iran. In this context, the S&P 500 is up 0.72% at 7,537.4 points, the Dow Jones is gaining 0.29% at 53,055.9 points and the Nasdaq 100 is advancing 1.26% to 29,697.8 points.

July 06, 2026 at 04:46 pm EDT

EasyJet ready to accept a Castlelake bid, but investors remain wary

easyJet shares hit their highest level in four years after the airline said it was, in principle, willing to accept a £5.5bn takeover offer from U.S. fund Castlelake. The board said it is open to a sweetened proposal at £6.90 a share, up from an initial £5.60, which could lead to the group being taken off the London Stock Exchange. Despite that progress, the stock remained well below the proposed price, a sign markets still doubt the deal will go through.

July 06, 2026 at 02:15 pm EDT

Meta Reportedly Weighs a Prediction Markets Platform

Meta Platforms is said to be working on a prediction markets app internally dubbed "Arena," according to The New York Times. The project was reportedly launched at the initiative of Chief Executive Mark Zuckerberg and would be developed independently of Facebook and Instagram. Based on the published information, the platform would initially rely on a video game inspired points system rather than real money wagers, even if that option could be considered later.

June 23, 2026 at 02:33 pm EDT

Anthropic Launches Claude Tag to Deepen Integration With Corporate Tools

Anthropic introduced Claude Tag, a new artificial intelligence agent integrated with Slack, Salesforce's workplace messaging platform. Available in preview for Claude Enterprise and Claude Team customers, the tool lets users summon the assistant by simply typing "@Claude" in a conversation. Claude Tag can analyze threads, help tackle complex tasks, and proactively surface information deemed relevant, while preserving the context of discussions over time.

June 23, 2026 at 01:46 pm EDT

Wall Street hit by fears surrounding artificial intelligence

The main Wall Street indexes are trading in the red, driven by a sharp selloff in big technology names. The S&P 500 is down 1.15%, while the Dow Jones is near flat. More exposed to growth stocks, the Nasdaq 100 is sliding 2.88%, weighed down by declines among semiconductor players.

June 23, 2026 at 11:15 am EDT

Wall Street inches forward, tech weighs on the major indexes

Wall Street started the week without a clear direction, as investors balance diplomatic progress in the Middle East against mounting questions about the outlook for the technology sector. In that context, the S&P 500 is down 0.37% at 7,472.7 points, while the Dow Jones is up 0.29% at 51,712.7 points. The Nasdaq 100, more exposed to growth stocks, is off 0.19% at 30,347 points.

June 22, 2026 at 04:34 pm EDT

Bending Spoons targets up to $1.62bn in its Nasdaq IPO

Bending Spoons is preparing a U.S. stock market debut that could allow it to raise up to $1.62bn. The Italian technology group, which specializes in acquiring and developing software businesses, plans to offer 58m shares at a price between $26 and $28. At the top of that range, the company would be valued at about $19bn. Roughly 60% of the shares on offer will come from a new issuance, with the remainder sold by existing shareholders, including Baillie Gifford.

June 22, 2026 at 01:43 pm EDT