Esteban Tesson

ServiceNow shares slide despite earnings beat

ServiceNow reported quarterly results that slightly beat expectations, although its stock tumbled over 12% in after-hours trading as investors grew concerned over the impact of the Middle East conflict on its operations. The group posted adjusted EPS of 97 cents, just beating the 96 cents anticipated, on revenue of $3.77bn, up 22% y-o-y. Net income reached $469m, marking a slight increase.

April 23, 2026 at 09:37 am

IBM shares slide despite earnings beat

IBM reported quarterly results that topped expectations - both at the top and bottom lines, although the decision to maintain its FY guidance left investors disappointed. The group posted adjusted EPS of $1.91, beating the $1.81 anticipated, on revenue of $15.92bn, up 9% y-o-y. Despite this performance, the stock fell significantly (about 6%) in after-hours trading, as markets had been pricing in an upward revision to the company's outlook.

April 23, 2026 at 09:31 am

Tesla posts mixed Q1 results

Tesla reported a mixed set of Q1 results, with earnings beating expectations, despite revenue falling short. The group posted adjusted EPS of 41 cents, above the 37 cents anticipated by analysts, while revenue came in at $22.39bn, shy of the $22.64bn forecast. Notwithstanding the top-line disappointment, the stock climbed over 3% in after-hours trading.

April 23, 2026 at 09:24 am

ServiceNow hit in the stock market despite results topping expectations

ServiceNow posted quarterly results slightly ahead of expectations, but its shares were down more than 12% in after-hours trading, as investors worried about the impact of the conflict in the Middle East on its business. The company reported adjusted earnings of 97 cents a share, versus 96 cents expected, on revenue of $3.77bn, up 22% year over year. Net income reached $469m, up slightly.

April 23, 2026 at 12:09 am

IBM punished in the market despite better-than-expected results

IBM reported quarterly results above expectations on both earnings and revenue, but investors were disappointed by the decision to maintain its full-year targets. The group posted adjusted earnings of $1.91 per share, versus $1.81 expected, and revenue of $15.92bn, up 9% year over year. Despite that performance, the stock is down a sharp roughly 6% in after-hours trading, as markets had been looking for an upward revision to guidance.

April 22, 2026 at 11:50 pm

Tesla posts mixed first-quarter results

Tesla reported mixed first-quarter results, with profit topping expectations but revenue coming in below forecasts. The company posted adjusted earnings of 41 cents a share, above the 37 cents expected by analysts, while revenue totaled $22.39bn, versus the $22.64bn consensus. Despite the revenue miss, the stock was up more than 3% in after-hours trading.

April 22, 2026 at 11:30 pm

Who are the six global stars of memory chips?

With the rise of artificial intelligence, the industry hierarchy is shifting. The latest generation of memory chips and the growing requirements of AI have placed Micron, Samsung, SK Hynix, Seagate, SanDisk and Western Digital at the center of the stage.

April 22, 2026 at 09:45 pm

Who Are the Six Global Stars of Memory Chips?

With the rise of artificial intelligence, the industry's pecking order is shifting. The latest generation of memory chips and AI's soaring needs are now putting Micron, Samsung, SK Hynix, Seagate, SanDisk and Western Digital at the center of the game.

April 22, 2026 at 09:33 pm

NVR hit by rising rates and costs in Q1

US homebuilder NVR reported a sharp decline in its Q1 performance, amid a backdrop of high interest rates and rising raw materials costs. These factors, combined with tariffs and persistent inflation, weighed on demand and the group's operations. The stock fell about 4% during trading on Wednesday, reflecting investor concerns over this unfavorable environment.

April 22, 2026 at 09:18 pm

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 22, 2026 at 09:14 pm

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 22, 2026 at 08:55 pm

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 22, 2026 at 08:38 pm

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 22, 2026 at 08:21 pm

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 22, 2026 at 08:09 pm

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 22, 2026 at 07:38 pm

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 22, 2026 at 07:34 pm

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 22, 2026 at 07:25 pm

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 22, 2026 at 07:16 pm

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 06:38 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 06:15 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 06:03 pm