Esteban Tesson

Microsoft bolsters cybersecurity with Anthropic AI

Microsoft has announced the integration of advanced artificial intelligence models, including Anthropic's Claude Mythos Preview, into its secure development framework. This initiative aims to enhance the detection and remediation of vulnerabilities from the earliest stages of software design. By incorporating these tools into its Security Development Lifecycle, the group intends to accelerate flaw identification and strengthen system robustness against escalating threats.

April 23, 2026 at 02:14 am

NVR hit by higher rates and rising costs in the first quarter

U.S. homebuilder NVR posted a sharp drop in first-quarter performance, against a backdrop of high interest rates and rising raw-material costs. Those factors, combined with tariffs and persistent inflation, weighed on demand and the group's activity. The stock is down about 4% in the session, reflecting investor concerns about this unfavorable environment.

April 23, 2026 at 01:55 am

Microsoft Steps Up Cybersecurity With Anthropic's AI

Microsoft announced it is integrating advanced artificial intelligence models, including Claude Mythos Preview developed by Anthropic, into its secure development framework. The initiative is designed to improve the detection and remediation of vulnerabilities from the earliest stages of software design. By embedding these tools into the Security Development Lifecycle, the company aims to speed up the identification of weaknesses and bolster the resilience of its systems against mounting threats.

April 23, 2026 at 01:38 am

Nvidia's H200 chips remain stalled in China despite US green light

Nvidia's H200 artificial intelligence chips have yet to be marketed to Chinese firms, despite the authorization granted in January by the Donald Trump administration. During a Senate hearing, US Commerce Secretary Howard Lutnick said that sales remain suspended due to bottlenecks on the Chinese side, as authorities have yet to clear the acquisitions. Beijing is reportedly seeking to prioritize the development of its domestic industry in this strategic sector.

April 23, 2026 at 01:21 am

Nvidia's H200 chips still blocked in China despite US green light

Nvidia's H200 artificial intelligence chips still have not been marketed to Chinese companies, despite authorization granted in January by Donald Trump's administration. US Commerce Secretary Howard Lutnick said, during a Senate hearing, that sales remain on hold because of obstacles on the Chinese authorities' side, which have yet to approve these purchases. Beijing is said to be seeking, in particular, to prioritize the development of its domestic industry in this strategic field.

April 23, 2026 at 01:09 am

TE Connectivity weighed on by sales miss and Middle East tensions

TE Connectivity delivered quarterly results slightly below expectations, amid supply chain disruptions linked to tensions in the Middle East. Revenue came in at $4.74bn, compared to the $4.76bn anticipated, triggering a drop of over 10% in the share price during trading. The company cited increased cost pressure, notably due to rising freight rates and petroleum-based materials, such as resins.

April 23, 2026 at 12:38 am

Masco beats expectations on resilient home improvement demand

US-based Masco Corp. reported quarterly results that topped estimates, bolstered by sustained demand for low-cost renovation products. Amid economic uncertainty, households are prioritizing essential spending on plumbing and paint, driving DIY activity and small-scale projects. First-quarter revenue reached $1.92bn, surpassing market expectations of $1.84bn. Following the release, Masco shares rose over 12%.

April 23, 2026 at 12:34 am

Quantinuum Prepares for IPO Amid Resurgent Interest

Quantinuum, the quantum computing specialist majority-owned by Honeywell, has initiated steps for a US initial public offering. The group confirmed the confidential filing of a registration statement with the Securities and Exchange Commission as early as February, while the financial terms remain undisclosed for now. The company had previously reached a valuation of $10bn during a funding round in September, illustrating the growing appetite for this technological sector.

April 23, 2026 at 12:25 am

TE Connectivity hit by sales and Middle East tensions

TE Connectivity posted quarterly results slightly below expectations, as supply chain disruptions tied to tensions in the Middle East weighed on performance. Revenue came in at $4.74bn, versus $4.76bn expected, sending the stock down more than 10% in the session. The company pointed to intensifying cost pressure, notably from higher shipping rates and petroleum-based inputs such as resins.

April 23, 2026 at 12:16 am

Masco tops expectations on resilient remodeling market

U.S. group Masco posted quarterly results above forecasts, supported by sustained demand for low-cost remodeling products. In an uncertain economic backdrop, households are prioritizing spending seen as essential, such as plumbing or paint, boosting DIY activity and small projects. First-quarter revenue reached $1.92bn, topping market expectations of $1.84bn. Following the results, Masco shares rose more than 12%.

April 22, 2026 at 11:38 pm

Intuitive Surgical raises guidance on strong commercial momentum

Surgical robotics specialist Intuitive Surgical has announced an upward revision to its 2026 outlook following Q1 that exceeded expectations. The group now forecasts procedure growth between 13.5% and 15.5%, up from the previous range of 13% to 15%. According to management, this performance is driven by continued momentum in general surgery in the US and the expansion of non-urology procedures internationally. The stock is trading up 8% in today's session.

April 22, 2026 at 11:15 pm

Intuitive Surgical raises its forecast on strong commercial momentum

Surgical robotics specialist Intuitive Surgical said it has revised up its 2026 outlook after a first quarter that beat expectations. The group now expects procedure growth of between 13.5% and 15.5%, up from 13% to 15% previously. Management said the performance reflects continued momentum in general surgery in the United States and a pickup in non-urology procedures internationally. The stock is up 8% on the session.

April 22, 2026 at 11:03 pm

Quantinuum Prepares for an IPO as Interest Rebounds

Quantinuum, a quantum computing company majority-owned by Honeywell, has begun steps toward a U.S. initial public offering. The group confirmed it confidentially filed paperwork with the Securities and Exchange Commission as early as February, without disclosing financial details for now. The company nevertheless reached a $10bn valuation in a September fundraising round, underscoring the sector's growing appeal.

April 22, 2026 at 10:38 pm

Google launches next-generation AI chips to challenge Nvidia

Google is strengthening its semiconductor footprint by unveiling an eighth generation of Tensor Processing Units (TPUs) engineered for artificial intelligence. This evolution introduces a distinction between two processor types: one dedicated to model training and the other to real-world execution. Both chips are expected to be available by the end of 2026. This strategic move comas as part of a broader effort to better meet the surging demand for AI agent development and to optimize performance based on specific use cases.

April 22, 2026 at 09:11 pm

Google Launches a New Generation of AI Chips to Take On Nvidia

Google is deepening its push into semiconductors by unveiling an eighth generation of Tensor Processing Units (TPUs) built for artificial intelligence. This update draws a clear line between two types of processors: one dedicated to training models and the other to running them in real-world conditions. Both chips are expected to be available by the end of the year. The strategic shift reflects an effort to better meet fast-rising demand tied to the development of AI agents and to optimize performance based on specific use cases.

April 22, 2026 at 08:48 pm

Meta leverages employee activity to train its AI models

April 22, 2026 at 08:15 pm

ASM International forecasts second quarter above expectations

ASM International has announced Q2 revenue guidance that exceeds market expectations, following an already robust start to the year. The group projects revenue of approximately EUR980m, significantly above the average analyst estimate of EUR883.9m. In Q1, the company already outperformed expectations with revenue of EUR862.5m, compared to the EUR828.5m anticipated.

April 22, 2026 at 08:13 pm

Trump extends Iran truce amid internal divisions

April 22, 2026 at 01:41 pm

Trump Extends Truce With Iran Amid Internal Divisions

April 22, 2026 at 04:45 am

Meta uses employee activity to train its AI models

April 22, 2026 at 02:59 am

ASM International sees second-quarter outlook above expectations

ASM International announced second-quarter revenue guidance above expectations, after an already solid start to the year. The group expects revenue of around €980m, well above the average analyst estimate of €883.9m. In the first quarter, the company had already beaten expectations with revenue of €862.5m, versus €828.5m anticipated.

April 22, 2026 at 01:37 am