Esteban Tesson

What do the first publications from tech giants tell us?

Apart from Nvidia, all of the Magnificent Seven have already published their annual results. This provides an opportunity to take stock and try to decipher the trend for the rest of the year.

August 04, 2025 at 09:49 am

Meta confirms its momentum and surprises with its targets

In the spotlight after its recent strategic decisions, Meta has just completed a solid Q2. The group is taking advantage of this to nudge up its annual spending range and its forecasts for Q3.

July 31, 2025 at 10:08 am

Is there renewed visibility in semiconductors?

The European Union and the United States have just signed an agreement setting tariffs at 15% for all sectors, including semiconductors. Added to this is the recent resumption of shipments of Nvidia and AMD chips to China. Could this be a sign of a return to stability in the sector?

July 29, 2025 at 09:31 am

Rémy Cointreau can thank China

Buoyed by the reduction in Chinese customs duties on cognac, Rémy Cointreau posted its first quarter of growth in over a year. The group is raising its forecasts despite persistent uncertainty in the United States and a still cautious China.

July 25, 2025 at 03:49 pm

Alphabet can't get enough

While it could have settled for a quarterly report that far exceeded expectations, Alphabet, Google's parent company, announced a $10bn increase in its AI spending. This decision initially worried the markets, with the stock falling after close, before rebounding to around +1%.

July 25, 2025 at 09:25 am

Tariff uncertainties and sluggish demand cause Texas Instruments to slump

The analog chip manufacturer saw its share price plunge after reporting lower-than-expected earnings. The reasons cited were sluggish demand, growing geopolitical tensions, and tariffs that are indirectly weighing on its business. The market is questioning the strength of the recovery, particularly in the automotive sector.

July 23, 2025 at 04:09 pm

The 20 companies addressing the biggest challenges in AI

Booming AI is constantly facing new challenges that reveal new major players in the industry. So today's challenges could well help us find tomorrow's leaders.

July 18, 2025 at 11:22 am

What if we already knew the name of Apple's next CEO?

After several setbacks, particularly in AI, questions are arising about Tim Cook's position at the helm of Apple. Indeed, some observers already have a name on their lips about who could succeed him.

July 16, 2025 at 10:21 am

Google has halted OpenAI's acquisition of Windsurf

After the Scale AI saga, it's Windsurf's turn to shake up the AI ecosystem. Startups and their strong leaders are undergoing a major shake-up.

July 14, 2025 at 05:00 pm

Apple shifts into second gear at the box office with F1

The box office success of the film F1, co-produced by Apple, could well revive interest in Apple TV+, a platform that is still struggling financially.

July 08, 2025 at 11:37 am

CoreWeave acquires Core Scientific for $9bn

July 07, 2025 at 05:59 pm

Intel wants to review its strategy… yet again.

Still the semiconductor industry's dunce cap holder, Intel is counting on its new CEO to turn things around. But initial rumors already suggest a strategy that the market finds unconvincing: the stock fell 4.25% on Wednesday.

July 03, 2025 at 05:25 pm

Microsoft lays off over 15,000 employees in a matter of months

After an initial wave of 6,000 layoffs, no fewer than 9,000 employees have just been told to go by Microsoft. The Redmond-based company is relentlessly pursuing its cost-cutting policy.

July 02, 2025 at 06:11 pm

Fair use: a fragile legal shield for generative AI

Legal action against generative AI is on the rise, calling into question the use of protected works. While sector defenders invoke "fair use" to justify their actions, the issue is still far from settled.

July 02, 2025 at 11:10 am

At Meta, aggressiveness is part of the corporate culture

While we have already seen Mark Zuckerberg's transformation into the bad boy of the West Coast, it seems that Meta is also adopting an aggressive stance, complete with demonic code names and crazy recruitment offers.

June 24, 2025 at 05:15 pm

Apple is bending over backwards to stay in the race.

Long a disruptive force in the technology sector, Apple is experiencing a period of turbulence following a failed shift into artificial intelligence and an increasingly marked lack of innovation. However, the group could well offer a brand new product by 2027: its first foldable smartphone.

June 23, 2025 at 06:24 pm

GPUs, transistors, inference… 20 AI terms explained

Artificial intelligence is now part of the landscape, but its vocabulary often remains the preserve of insiders. Behind the technical acronyms and specialized terms, however, lie the foundations of a technological revolution that is already underway.

June 17, 2025 at 03:36 pm

Broadcom: A Strategic Move to AI Leadership

After a Q2 that could be described as transitional, Broadcom has unveiled its new Tomahawk 6 chip. This gives us food for thought about the place this discreet giant occupies and its trajectory for the years to come.

June 13, 2025 at 04:56 pm

Stargate: promise and question mark for Oracle

The cloud specialist ended FY 2025 on a positive note, taking the opportunity to raise its targets for FY 2026. This clearly shows that the group is currently enjoying excellent momentum and is well positioned for the future.

June 12, 2025 at 04:54 pm

What AI is already disrupting

With the development of AI, there were many questions surrounding the disruption to usage and consumption brought about by this technology. Now that the evolution is underway, we offer an overview of the platforms and applications being challenged by artificial intelligence.

June 09, 2025 at 04:18 pm

Intel, something new with chips

After introducing silicon to Silicon Valley, Intel is now relegated to the status of a lame duck in the race for artificial intelligence. After several missteps and a change in direction, one question remains: can Intel regain its position as a major player in semiconductors?

June 05, 2025 at 05:51 pm