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Intuitive Surgical: The End of Easy Money?
Intuitive Surgical continues to see increasing amounts of operations performed by its robots, although the stock market is placing a lower premium on each new procedure. The da Vinci 5 is expected to sustain the company's lucrative annuity. To judge its success, investors should look at the revenue generated per operation rather than the robot that enabled it.
June 18, 2026 at 03:20 pm
EssilorLuxottica and Applied Materials Partner on Smart Eyewear
EssilorLuxottica has announced a long-term partnership with Applied Materials to accelerate the development of AI-integrated smart glasses and augmented reality devices. The two groups intend to collaborate on advanced optical technologies and display solutions designed to facilitate the large-scale commercialization of this next generation of hardware. The agreement aims to strengthen research and development capabilities in a market considered strategic for the future of personal computing.
June 16, 2026 at 10:17 pm
Snap Launches Its First Augmented Reality Glasses for the General Public
Snap has unveiled Specs, its first augmented reality glasses designed for the general public, as part of a strategy aimed at preparing for the post-smartphone era. Set to be marketed later this year in the US, the UK and France, the device will cost $2,195, accompanied by a refundable $200 security deposit. According to CEO Evan Spiegel, the objective is to promote a more natural and collaborative form of computing, relying on transparent lenses rather than traditional smartphone screens.
June 16, 2026 at 09:06 pm
SpaceX Acquires Cursor to Accelerate AI Ambitions
SpaceX has announced the acquisition of Cursor for $60bn, coming just days after its record-breaking IPO on the Nasdaq. Founded in 2022, Cursor has established itself as one of the most dynamic players in artificial intelligence applied to software development. Its coding assistant, capable of generating, modifying, and analyzing code, surpassed $1bn in annual revenue in November. The transaction is expected to close in Q3 2026.
June 16, 2026 at 05:29 pm
CRÉDIT AGRICOLE S.A.: Good timing to anticipate the return of volatility
There has been very little movement in Crédit Agricole S.A.'s share price. This situation is bound to change. An exit on the upside out of the current trading range should go with a comeback in volatility. Therefore, the timing for new long positions seems good.
June 16, 2026 at 12:06 pm
Wall Street: SpaceX Gains Nearly 20%, Elon Musk Becomes First
Given the SpaceX IPO (+19.2% to $161), Wall Street's closing scores were almost anecdotal, rising roughly +0.5% to validate a tenth week of gains out of the last 11 (+0.65% for the S&P, +0.6% for the Nasdaq Composite). Confidence has surged to such a level that the VIX plunged -9% toward 17.7, ending the week down -20%: clear blue skies just one week away from "quadruple witching," which could close out the second quarter with record gains of +15% to +20% depending on the index.
June 13, 2026 at 10:34 pm
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