Esteban Tesson

Nvidia enters the PC processor market with Arm architecture

Nvidia unveiled its new N1X processor at the Computex trade show, developed in collaboration with Microsoft, to power a new generation of AI-centric Windows computers. The chip will be integrated into the RTX Spark superchip, expected this autumn in models marketed by Microsoft, Dell, HP, ASUS, Lenovo and MSI. Jensen Huang believes this development represents a transformation comparable to the emergence of the smartphone and marks the beginning of a profound overhaul of personal computing centered around AI.

June 01, 2026 at 09:52 pm

Nvidia Enters the PC Processor Market with Arm Architecture

Nvidia unveiled its new N1X processor at the Computex trade show, developed in collaboration with Microsoft to power a new generation of AI-oriented Windows computers. The chip will be integrated into the RTX Spark superchip, expected this fall in models marketed by Microsoft, Dell, HP, ASUS, Lenovo, and MSI. Jensen Huang believes this evolution represents a transformation comparable to the emergence of the smartphone, marking the beginning of a profound overhaul of personal computing centered around AI.

June 01, 2026 at 09:22 pm

Trump sets terms for Iran deal ahead of imminent decision

Donald Trump has said that he is on the verge of making a "final decision" regarding a potential agreement with Iran aimed at ending the 3-month conflict between the two nations. In a post on Truth Social, the US President said that he was heading to the White House Situation Room to finalize his position as negotiations continue between Washington and Tehran.

May 29, 2026 at 11:34 pm

Trump Sets Conditions for Iran Deal Ahead of Imminent Decision

Donald Trump has stated he is on the verge of making a "final decision" regarding a potential agreement with Iran aimed at ending the three-month conflict between the two nations. In a post on Truth Social, the U.S. President indicated he was heading to the White House Situation Room to finalize his position as negotiations continue between Washington and Tehran.

May 29, 2026 at 11:25 pm

Wall Street Stagnates as Markets Await Potential Washington-Tehran Accord

U.S. indices are trading slightly in positive territory following reports of a potential agreement between Iran and the United States. Investors remain cautious, awaiting possible validation from Donald Trump. Wall Street is advancing with restraint this Friday after the mention of a possible deal between Washington and Tehran. According to several reports relayed by Iranian authorities, the text is now only awaiting Donald Trump's signature to take effect. In this context, markets have adopted a wait-and-see posture: the S&P 500 and the Nasdaq 100 are flat, while the Dow Jones is up 0.4%.

May 29, 2026 at 10:58 pm

Okta Surges as Agentic AI Momentum Drives Earnings Beat

Okta delivered quarterly results that topped Wall Street estimates, fueled by robust demand for its digital identity management solutions amid the rise of agentic artificial intelligence. The group reported adjusted earnings of 91 cents per share on revenue of $765m, outperforming analysts' forecasts. Its shares rose about 12% in after-hours trading on Thursday and are up 8.5% in pre-market exchanges today.

May 29, 2026 at 09:10 pm

Okta Surges as Agentic AI Demand Drives Wall Street Beat

Okta reported quarterly results that exceeded expectations, fueled by robust demand for its digital identity management solutions amid the rise of agentic artificial intelligence. The group posted adjusted earnings of 91 cents per share on revenue of $765m, surpassing analyst forecasts. Shares climbed approximately 12% in after-hours trading on Wall Street.

May 29, 2026 at 05:39 am

Dell Driven by AI Records Record Growth and Sharply Raises Targets

Dell Technologies reported quarterly results that significantly exceeded expectations, bolstered by exploding demand for its AI-dedicated servers. The group recorded its strongest revenue growth since returning to the stock market in 2018, with revenues up nearly 88% year over year to $43.84bn. Adjusted earnings per share reached $4.86, well above market expectations. The stock jumped approximately 13% in after-hours trading on Wall Street.

May 29, 2026 at 04:24 am

Anthropic nears $1 trillion valuation following record-breaking funding round

Anthropic has announced a $65bn Series H funding round, bringing its post-money valuation to $965bn. The round was led by Altimeter Capital, Dragoneer, Green oaks and Sequoia Capital, underscoring the massive investor appetite for companies specializing in generative artificial intelligence.

May 29, 2026 at 03:04 am

Anthropic nears $1tn valuation following record-breaking funding round

Anthropic has announced it raised $65bn in a Series H funding round, bringing its post-money valuation to $965bn. The financing was led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, confirming the massive investor appetite for companies specializing in generative artificial intelligence.

May 29, 2026 at 02:40 am

Wall Street rallies on reports of potential Iran deal

After opening slightly lower, US indices have returned to positive territory following an Axios report of a breakthrough in negotiations between Iran and the United States, though the agreement still requires Donald Trump's approval. Against this backdrop, the S&P 500 is up 0.3%, the Dow Jones is down a marginal 0.1%, while the Nasdaq 100 has gained 0.4%.

May 28, 2026 at 11:26 pm

Wall Street Rallies Following Reports of Potential Iran Deal

After a slightly lower opening, American indices have returned to positive territory following a report from Axios suggesting common ground has been reached in negotiations between Iran and the United States, though the agreement still requires approval from Donald Trump. In this context, the S&P 500 is up 0.3%, the Dow Jones is down slightly by 0.1%, while the Nasdaq 100 has gained 0.4%.

May 28, 2026 at 11:10 pm

Salesforce beats expectations on AI strength, but still cautious on outlook

Salesforce reported quarterly results that topped Wall Street expectations, bolstered by robust growth in its artificial intelligence operations. The American cloud software giant posted adjusted EPS of $3.88, on revenue of $11.13bn for the quarter ended April, exceeding analysts' forecasts. Revenue rose 13% y-o-y, while net income reached $2.11bn, up from $1.54bn a year earlier.

May 28, 2026 at 02:16 pm

Snowflake surges following robust earnings and massive cloud deal with AWS

Snowflake shares soared 30% after the company reported quarterly results that beat expectations and announced a major agreement with Amazon Web Services involving $6bn in cloud spending over five years. The data cloud specialist plans to scale up its use of AWS technologies, notably Amazon-developed Graviton processors as well as dedicated artificial intelligence graphics chips.

May 28, 2026 at 01:58 pm

Salesforce beats expectations on AI strength but remains cautious on outlook

Salesforce reported quarterly results that topped Wall Street expectations, bolstered by strong growth in its artificial intelligence operations. The American cloud software giant posted adjusted earnings of $3.88 per share on revenue of $11.13bn for the quarter ended in April, surpassing analyst forecasts. Revenue rose 13% year over year, while net income reached $2.11bn compared to $1.54bn a year earlier.

May 28, 2026 at 04:25 am

Snowflake Surges Following Robust Earnings and Massive Cloud Agreement with AWS

Snowflake shares jumped 30% after the company reported quarterly results that exceeded expectations and announced a major agreement with Amazon Web Services involving $6bn in cloud spending over five years. The data cloud specialist plans to increase its use of AWS technologies, specifically Amazon-developed Graviton processors as well as graphics chips dedicated to artificial intelligence.

May 28, 2026 at 04:19 am

Boeing claims readiness to ramp up 737 Max production

Boeing CEO Kelly Ortberg stated that the planemaker has met the conditions set by the US Federal Aviation Administration (FAA) to increase the 737 Max production rate to 47 aircraft per month. The group currently produces approximately 42 aircraft monthly and expects to gradually reach this new target in the coming months, following the validation of the final review conducted by the US regulator.

May 28, 2026 at 12:21 am

PDD Holdings penalized by slowing Chinese consumption

Chinese e-commerce giant PDD Holdings reported a sharp decline in quarterly profit and revenue that missed market expectations, amid persistent weakness in demand in China. The group's shares tumbled nearly 11% in intraday trading. Chinese retailers continue to suffer from the fallout of the real estate crisis, employment concerns and slowing household income growth, all of which are weighing heavily on consumption.

May 27, 2026 at 11:46 pm

Boeing Signals Readiness to Accelerate 737 Max Production

Boeing Chief Executive Kelly Ortberg has announced that the aerospace giant has met the conditions set by the Federal Aviation Administration (FAA) to increase 737 Max production rates to 47 aircraft per month. The group currently produces approximately 42 aircraft monthly and expects to gradually reach this new target in the coming months, pending the final validation of the U.S. regulator's review.

May 27, 2026 at 11:45 pm

U.S. Markets Waver as Investors Await Middle East De-escalation

Following a slightly higher open, the major U.S. indices are trading mixed this Wednesday. Investors remain focused on hopes for an agreement between Iran and the United States, following reports from Iranian state television suggesting a potential compromise that could reopen maritime traffic in the Strait of Hormuz.

May 27, 2026 at 11:10 pm

PDD Holdings Penalized by Slowing Chinese Consumption

Chinese e-commerce giant PDD Holdings reported a sharp decline in quarterly profit and revenue that fell short of market expectations, amid persistent weakness in Chinese demand. Shares of the group tumbled nearly 11% during the session. Chinese retailers continue to suffer from the effects of the real estate crisis, employment concerns, and slowing household income growth, all of which are weighing heavily on consumption.

May 27, 2026 at 10:52 pm