Esteban Tesson

Chime to cut 10% of its workforce to speed its AI-driven transformation

Fintech Chime will reduce its workforce by about 10% to streamline its organization and capitalize on productivity gains tied to artificial intelligence. The move fits a broader trend of companies across the financial sector tightening operations.

July 01, 2026 at 02:47 am

NXP considers acquiring chip designer Ambarella

NXP Semiconductors is in talks to acquire Ambarella, according to the Financial Times, citing people familiar with the matter. Following the report, Ambarella shares jumped nearly 18%, while NXP stock fell more than 3%. Ambarella's market capitalization stands at about $3.25bn. Talks are ongoing and may not result in a transaction.

July 01, 2026 at 01:48 am

Westinghouse prepares its US IPO

Westinghouse Electric Company has confidentially filed for an initial public offering in the United States. The nuclear specialist is looking to capitalize on renewed investor interest in a sector boosted by rising electricity demand tied to data centers and artificial intelligence.

July 01, 2026 at 12:41 am

Apple tops expectations on strong demand for iPhones and Macs

Apple posted quarterly results above expectations, driven by record iPhone sales and a sharp rise in the Mac lineup. The group is benefiting from a favorable product cycle despite persistent constraints in its supply chain. Still, the stock is down nearly 4% in after-hours trading, as services revenue came in below forecasts.

July 31, 2026 at 04:55 am

Banks negotiate $15bn financing for an Anthropic data center

Nexus Data Centers is in advanced talks to raise $15bn to finance a campus for Anthropic in Texas. Google would back the project by providing financial guarantees and supplying the chips needed for artificial intelligence infrastructure.

July 31, 2026 at 02:42 am

OpenAI sharply cuts prices for some AI models to speed adoption

OpenAI announced a major price cut for its entry-level and mid-range models to address companies' concerns about the cost of artificial intelligence. The move intensifies competition with US rivals and low-cost Chinese models.

July 31, 2026 at 01:31 am

Microsoft steps on the gas where it counts and posts a historic jump

In the gloom of quarterly earnings, it is often hard to pick out the season's big winners and big losers. Yet as this new wave of reports has barely begun, one conclusion already looks clear: Microsoft will rank among this quarter's standout successes.

July 30, 2026 at 11:04 pm

Lam Research tops expectations and signals sustained growth driven by AI

Lam Research posted quarterly results above expectations and issued revenue guidance well ahead of forecasts for the current quarter. The semiconductor equipment maker is benefiting from strong demand tied to investment in artificial intelligence infrastructure.

July 30, 2026 at 05:26 am

Carvana plunges after cautious full-year guidance despite record results

Carvana posted record quarterly results, but its full-year profit outlook disappointed investors. Shares of the online auto retailer fell sharply after it released its earnings.

July 30, 2026 at 05:08 am

Seagate sees a better-than-expected quarter on AI-driven demand

Seagate issued revenue and profit guidance above expectations, underpinned by strong demand for high-capacity hard drives used in artificial intelligence infrastructure. The stock is up nearly 7% in after-hours trading.

July 29, 2026 at 04:51 am

Ford raises its annual forecast after a better-than-expected quarter

Ford posted quarterly earnings above expectations and raised its financial targets for 2026, despite a decline in revenue. The automaker is benefiting from improved operating efficiency and an expected improvement in its core businesses. The stock is up more than 6% in after-hours trading

July 29, 2026 at 04:18 am

ASM International forecasts a better-than-expected third quarter on the back of AI

ASM International said it expects revenue of around €1.1bn in the third quarter, at constant exchange rates, with a margin of plus or minus 5%, a level above analysts' expectations, who on average were looking for €994.5m. The Dutch semiconductor equipment maker continues to benefit from sustained investment in artificial intelligence infrastructure.

July 29, 2026 at 01:15 am

Shein discloses an FTC probe ahead of its Hong Kong IPO

Shein confirmed that its US operations are under investigation by the Federal Trade Commission, a proceeding disclosed in documents tied to its planned Hong Kong IPO and one that could carry significant financial consequences.

July 29, 2026 at 12:38 am

Corning plunges after cautious third-quarter guidance

Corning issued revenue guidance slightly below market expectations, despite still-solid demand for its equipment used in artificial intelligence-related data centers. The stock is down more than 16% in the session

July 28, 2026 at 11:45 pm

Visa plans to cut about 7% of its workforce

Visa is considering cutting about 7% of its workforce, or nearly 2,600 jobs, as part of a plan aimed at improving operational efficiency, according to Bloomberg News, citing an internal memo. The layoffs would mainly affect technology teams and product development staff. The group did not comment on the report and is due to release its quarterly results after the close of trading on Wall Street.

July 28, 2026 at 09:17 pm

Apple launches an iPhone leasing offer with Klarna in the United States

Apple will soon roll out in the United States a new iPhone leasing program developed with Klarna. The plan is designed to make its devices more accessible as price increases loom and to encourage more frequent hardware upgrades.

July 28, 2026 at 08:43 pm

Nvidia to invest $5bn in a start-up founded by a former OpenAI researcher

Nvidia will invest $5bn in Safe Superintelligence (SSI), the artificial intelligence start-up co-founded by Ilya Sutskever, OpenAI's former chief scientist. The two companies have formalized a strategic partnership without detailing the financial terms.

July 28, 2026 at 02:36 am

OpenAI Seeks a Nvidia Backstop to Finance a Mega Data Center

According to the Wall Street Journal, OpenAI is negotiating with Nvidia over a financial backstop of up to $250bn to raise the funds needed to build a 10-gigawatt data center campus in Ohio, a project whose total cost could top $500bn.

July 28, 2026 at 02:02 am

Peacock will be included in YouTube Premium in the United States starting in 2027

NBCUniversal and YouTube have struck a major partnership that will integrate the Peacock streaming service into YouTube Premium in the United States, while renewing their distribution deal for YouTube TV.

July 27, 2026 at 11:29 pm

Qualcomm signals double-digit price hike for its smartphone chips

Qualcomm has told customers it will raise prices by double digits on its smartphone chips starting September 1, according to Bloomberg News. The company is pointing to higher procurement costs as ongoing strains persist in the components market.

July 25, 2026 at 02:44 am

Anthropic launches Opus 5, a more affordable and more secure AI model

Anthropic unveiled Opus 5, a new artificial intelligence model delivering performance close to Fable 5 at half the cost. The company is highlighting its efficiency for everyday business use cases, while stressing stronger security safeguards.

July 25, 2026 at 01:47 am