Esteban Tesson

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 06:09 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 05:36 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 07:50 am

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 07:44 am

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 03, 2026 at 11:53 pm

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 03, 2026 at 11:41 pm

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 03, 2026 at 11:10 pm

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 03, 2026 at 08:23 pm

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 03, 2026 at 07:44 pm

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 03, 2026 at 07:36 pm

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 06:41 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 05:36 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 05:04 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 02, 2026 at 11:48 pm

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 02, 2026 at 11:30 pm

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 02, 2026 at 10:39 pm

Microsoft launches proprietary AI models to bolster autonomy from OpenAI

At its Build conference, Microsoft unveiled a new generation of in-house artificial intelligence 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 transforming 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 02, 2026 at 10:33 pm

Microsoft Launches In-House AI Models to Gain Autonomy from OpenAI

Microsoft unveiled a new generation of internally developed artificial intelligence models at its Build conference, illustrating its commitment to reducing dependence on OpenAI technologies. Among the primary announcements was MAI-Code-1, a specialized model for code generation capable of transforming natural language instructions into applications or websites. This initiative aims to address the rise of AI-assisted development, particularly in the field of "vibe coding," which allows for software creation based on simple textual descriptions.

June 02, 2026 at 09:57 pm

Trump establishes early government access to most advanced AI models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The text provides for the creation of a framework to evaluate the cyber capabilities of models in order to identify those deemed strategic. Companies may voluntarily participate in this program and provide the government with access to their technologies up to thirty days prior to public release. The administration will also be able to intervene in the selection of partners authorized to conduct early testing of these models.

June 02, 2026 at 09:14 pm

Trump Establishes Early Government Access to Advanced AI Models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The directive establishes a framework for evaluating the cyber capabilities of these models to identify those deemed strategic. Companies may voluntarily participate in this program, providing the government with access to their technologies up to thirty days prior to public release. Furthermore, the administration will be able to intervene in the selection of partners authorized to conduct early testing of these models.

June 02, 2026 at 07:52 pm

Wall Street edges higher as AI-linked stocks surge

Major US indices are trading slightly higher on Tuesday, extending a winning streak that could see the S&P 500 and the Nasdaq Composite notch their ninth consecutive session of gains. However, investors remain cautious amid conflicting signals regarding US-Iran relations. At mid-session, the S&P 500 and the Nasdaq 100 are up approximately 0.2%, while the Dow Jones is gaining nearly 0.1%.

June 02, 2026 at 06:39 pm