Esteban Tesson

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 05, 2026 at 02:21 am

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 05, 2026 at 02:15 am

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 05, 2026 at 01:54 am

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 11:38 pm

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 11:30 pm

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 11:09 pm

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 10:36 pm

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 12:50 pm

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 12:44 pm

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 04:53 am

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 04:41 am

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 04:10 am

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 04, 2026 at 01:23 am

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 04, 2026 at 12:44 am

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 04, 2026 at 12:36 am

Marvell Technology: All Systems Go

Following a quarterly report cheered by the market and an upward revision of its forecasts, Marvell Technology is now benefiting from heavyweight support. Statements from Nvidia CEO Jensen Huang have propelled the stock higher, reinforcing the view that the company is steadily establishing itself as an essential player in the artificial intelligence ecosystem.

June 03, 2026 at 11:41 pm

Meta launches AI agent to automate business tasks

Meta Platforms unveiled a new artificial intelligence agent for businesses at its Conversations conference in London. Integrated into WhatsApp's professional services before being rolled out to Messenger and Instagram, the tool is designed to directly execute tasks such as scheduling appointments, managing bookings, processing orders or closing sales. The group reports that over one million businesses already use its chatbots across its messaging platforms.

June 03, 2026 at 10:36 pm

Meta Launches AI Agent to Automate Business Tasks

Meta Platforms introduced a new artificial intelligence agent for businesses during its Conversations conference in London. Integrated into WhatsApp's professional services, and later to be deployed on Messenger and Instagram, this tool is designed to directly execute tasks such as scheduling appointments, managing reservations, processing orders, or closing sales. The group indicates that more than 1m businesses already use its chatbots across its messaging platforms.

June 03, 2026 at 10:04 pm

Palo Alto Networks raises guidance on AI-driven cybersecurity demand

Palo Alto Networks reported quarterly results that beat expectations and raised its full-year guidance, capitalizing on heightened cybersecurity needs amid rising risks linked to artificial intelligence. The announcement was welcomed by the market, with its share climbing approximately 10% in after-hours trading. The group posted adjusted EPS of $0.85 on revenue of $3bn, compared to expectations of $0.80 and $2.94bn, respectively.

June 03, 2026 at 04:48 am

Palo Alto Networks Raises Guidance as AI-Driven Cybersecurity Demand Surges

Palo Alto Networks delivered quarterly results that topped analyst estimates and raised its full-year forecast, capitalizing on the intensifying need for cybersecurity as AI-related risks escalate. Markets reacted favorably to the news, with shares climbing approximately 10% in after-hours trading. The company reported adjusted earnings of $0.85 per share on revenue of $3bn, outperforming expectations of $0.80 and $2.94bn, respectively.

June 03, 2026 at 04:30 am

Microsoft launches proprietary AI models to bolster independence from OpenAI

At its Build conference, Microsoft unveiled a new generation of in-house AI models, showing a strategic push to reduce its reliance on OpenAI technologies. Key announcements included MAI-Code-1, a specialized code-generation model capable of converting natural language instructions into applications or websites. This initiative aims to capitalize on the surge in AI-assisted development, particularly the "vibe coding" trend, which enables software creation through simple textual descriptions.

June 03, 2026 at 03:39 am