Esteban Tesson

Apple Bolsters US Manufacturing with New Partnerships

Apple is expanding its industrial footprint in the United States by onboarding new suppliers and ramping up capex. The tech giant aims to secure its supply chain amid ongoing trade tensions.

March 26, 2026 at 06:07 pm

GlobalFoundries sues Tower Semiconductor over patent infringement

The US chipmaker is taking legal action against rival Tower Semiconductor over the alleged infringement of several patents. It is seeking, among other remedies, a ban on importing certain chips into the United States.

March 26, 2026 at 05:54 pm

Apple strengthens its U.S. production with new partners

Apple is expanding its U.S. industrial program by bringing on new suppliers and stepping up investment. The company is looking to secure its supply chain as trade tensions persist.

March 26, 2026 at 05:26 pm

Wall Street Still Hoping for a Calm in the Middle East

The main U.S. indexes ended Wednesday's session higher, supported by a pullback in oil prices and hopes of a cooling-off between the United States and Iran as the conflict enters its fourth week. The S&P 500 rose 0.54% to 6 591.9 points. The Dow Jones gained 0.66% to 46 429.4 points, while the Nasdaq 100 advanced 0.67% to 24 162.9 points.

March 25, 2026 at 11:12 pm

Trump Appoints Tech Executives to Strategic AI Advisory Council

The US administration is strengthening ties with Big Tech by appointing industry leaders to a key advisory board. The move aims to accelerate artificial intelligence development amid intensifying international competition.

March 25, 2026 at 08:16 pm

Trump Appoints Tech Leaders to a Strategic AI Advisory Council

The U.S. administration is strengthening its ties with major technology companies by bringing their leaders onto an advisory council. The goal is to speed the development of artificial intelligence amid rising international competition.

March 25, 2026 at 08:03 pm

Arm pivots strategy in move cheered by markets

British semiconductor designer Arm is reaching a major milestone by entering the chip market directly with the launch of its own AI-dedicated processor. This shift breaks from its historical model focused on technology licensing and was met with a very positive reception on the stockmarket (up approximately 20% at 5:00 p.m. CET).

March 25, 2026 at 07:24 pm

Arm begins a strategic pivot welcomed by the markets

The British chip designer Arm is taking a major step by moving directly into the semiconductor market with the launch of its own processor dedicated to artificial intelligence. The shift breaks with its long-standing model focused on licensing technology, and it was greeted very favorably on the stock market (about 20% at 5 p.m.).

March 25, 2026 at 07:09 pm

PDD misses expectations despite Temu growth amid mounting uncertainty

Chinese e-commerce giant PDD Holdings reported results that fell short of analysts' expectations, weighed on by intensifying domestic competition and international regulatory headwinds. While Temu continues to expand, its growth was insufficient to offset these challenges. Nevertheless, the stock opened nearly 2% higher in early trading.

March 25, 2026 at 06:07 pm

PDD Misses Expectations Despite Temu Growth in an Uncertain Environment

Chinese group PDD Holdings posted results below expectations, weighed down by intensifying competition in China and rising regulatory pressure overseas. Temu's growth was not enough to offset these headwinds. Even so, the stock was up nearly 2% at the open.

March 25, 2026 at 04:42 pm

GameStop Sales Slump Amid Digital Shift

The video game retailer is still struggling with the rise of digital sales. Despite cost-cutting efforts, revenue fell sharply during the holiday quarter.

March 25, 2026 at 09:58 am

OpenAI Abandons Sora to Refocus on Enterprise Solutions

OpenAI is pulling the plug on its video generation platform Sora, despite its technological success. The move signals a strategic pivot towards professional offerings amid intensifying competition.

March 25, 2026 at 09:51 am

OpenAI Drops Sora and Refocuses on Enterprise

OpenAI is shutting down its Sora video generation platform, despite its technological success. The move signals a strategic shift toward professional offerings as competition intensifies.

March 25, 2026 at 12:13 am

GameStop sees sales slide as the shift to digital accelerates

The video game retailer continues to be squeezed by the rise of digital sales. Despite cost-cutting efforts, revenue fell sharply during the holiday quarter.

March 25, 2026 at 12:04 am

Microsoft takes over abandoned Texas data center project

March 24, 2026 at 11:10 pm

Microsoft Revives Shelved Texas Data Center Project

March 24, 2026 at 10:00 pm

Arm launches its first chip and shifts strategy with Meta as key client

British semiconductor designer Arm is entering the chip market by launching its own processor dedicated to artificial intelligence. This move marks a departure from its historical business model based on technology licensing.

March 24, 2026 at 09:03 pm

Arm launches its first chip and shifts strategy with Meta as a customer

British semiconductor designer Arm is entering the chip market by launching its own processor dedicated to artificial intelligence. The move marks a break with its long-standing model built on licensing technology.

March 24, 2026 at 08:39 pm

Moody's downgrades KKR private credit fund to junk status

Moody's has lowered FS KKR Capital Corp's credit rating following a deterioration in asset quality. The decision reflects declining performance and heightened risks within the private credit sector.

March 24, 2026 at 05:23 pm

Moody's downgrades a KKR private credit fund to speculative grade

Moody's has cut the rating on FS KKR Capital Corp due to a deterioration in asset quality. The move reflects weakening performance and rising risks in the private credit sector.

March 24, 2026 at 05:09 pm

Wall Street turns positive again after easing geopolitical tensions

U.S. indexes finished higher on Monday, fueled by renewed optimism after Donald Trump announced the postponement of military strikes targeting Iranian infrastructure, against a backdrop of signals viewed as constructive with Tehran. Markets reacted positively to the news, seeing it as a potential de-escalation of the conflict. The S&P 500 rose 1.15% to 6,580.9 points. The Dow Jones gained 1.38% to 46,208.5 points, while the Nasdaq 100 added 1.22% to close at 24,188.5 points.

March 23, 2026 at 11:15 pm