Valentin Aufrand

Exxon Sounds Alarm on Oil Inventories, Warning of $160 Brent

Exxon Mobil's senior vice president warns that global oil inventories are approaching critical operational levels, as the closure of the Strait of Hormuz remains partially masked by commercial and strategic reserves.

May 29, 2026 at 11:11 pm

Okta Surges 30% Following Quarter That Reassures on Growth and Margins

Okta sparked a significant resurgence of interest on the stock market after a quarterly release deemed reassuring, occurring in a cybersecurity sector where investors are increasingly discriminating between sustainable growth, profitability, and credible exposure to artificial intelligence. The stock soared by approximately 30% the day after the results, driven by revenue that exceeded expectations and adjusted profitability that came in better than projected.

May 29, 2026 at 10:46 pm

Autodesk retreats despite solid quarter and aggressive bet on industrial AI

Autodesk, the American specialist in computer-aided design, engineering, and construction software, fell approximately 4% following its quarterly earnings release despite results that exceeded expectations.

May 29, 2026 at 10:20 pm

Synopsys slides despite results exceeding expectations

The chip design software specialist beat consensus estimates, but a sequential decline in activity and the burden of integrating Ansys weighed on the stock.

May 28, 2026 at 11:33 pm

HP Beats Expectations, but PC Volumes Dampen Enthusiasm

HP reported quarterly results that exceeded expectations, yet failed to trigger a significant market reaction. The stock remained stable in after-hours trading as investors weighed solid adjusted earnings against several mixed signals regarding the quality of the company's growth.

May 28, 2026 at 12:06 am

Dow Hits Record High as Chip Stocks Take a Breather

U.S. markets finished mixed on Wednesday, caught between a retreat in oil prices and a rotation toward industrial and consumer shares. The S&P 500 closed flat (+0.02%) at 7,520.5 points, the Nasdaq 100 slipped 0.09% to 29,973.6 points, while the Dow Jones Industrial Average gained 0.36% to 50,644.3 points, marking a new record closing high.

May 27, 2026 at 11:17 pm

Meta Expands Subscription Tiers to Diversify Revenue Model

Meta is scaling its paid offerings across Instagram, Facebook, and WhatsApp, while readying new subscription plans for AI, creators, and enterprise clients.

May 27, 2026 at 10:05 pm

After Milei, Colombia Could Extend Latin America's Liberal Shift This Weekend

The pro-market wave in Latin America could gain further momentum this weekend with the Colombian presidential election. Following Javier Milei in Argentina in 2023 and Jose Antonio Kast in Chile in 2025, independent right-wing candidate Abelardo de la Espriella is widely favored in prediction markets. The vote could confirm a broader regional return to more orthodox economic policies.

May 27, 2026 at 09:40 pm

800VDC Emerges as the New Frontier for AI Data Centers

Following the focus on GPUs and liquid cooling, SemiAnalysis has identified a new bottleneck in the AI race: data center power supply, which is poised for a gradual migration toward 800VDC.

May 26, 2026 at 10:17 pm

For Tim Duy, the Warsh Fed Must Prepare Markets for a Rate Hike

Tim Duy, Chief U.S. Economist at SGH Macro Advisors, believes the central question is no longer when the Fed can ease policy, but whether it must instead prepare investors for another rate hike if inflation remains too high.

May 26, 2026 at 09:29 pm

Wall Street Rises Ahead of Memorial Day, Lifted by Earnings and Easing Crude Prices

U.S. markets climbed on Friday ahead of the long Memorial Day weekend, supported by a retreat in bond yields, well-received corporate earnings, and slight signs of progress in discussions between Washington and Tehran. The S&P 500 gained 0.37% to 7,473.5 points, the Nasdaq 100 advanced 0.42% to 29,481.6 points, the Dow Jones rose 0.58% to 50,579.7 points, and the Russell 2000 climbed 0.73% to 2,864.4 points.

May 22, 2026 at 11:08 pm

Uber Eyes Delivery Hero, Market Already Punishing Potential Price Tag

Uber Technologies is exploring options for a full acquisition of Delivery Hero, according to Bloomberg, a report that comes just days after the American giant significantly increased its stake in its German rival. Shares of Uber, which have declined 12% since the start of the year, fell approximately 2% on Friday, while Delivery Hero, up 47% since January 1, jumped nearly 5% in electronic trading.

May 22, 2026 at 09:56 pm

Kevin Warsh Takes the Helm at the Fed Amid Pressure from Trump and Markets

Kevin Warsh was sworn in Friday as the new Chair of the U.S. Federal Reserve during a ceremony at the White House, attended by Donald Trump. The former Fed Governor, who previously served from 2006 to 2011, succeeds Jerome Powell. Powell, who led the institution for eight years, remains a member of the Board of Governors, a rare situation in the central bank's history.

May 22, 2026 at 09:23 pm

Spotify Leverages Musical AI as a Revenue Driver with Universal Partnership

Following a challenging year on the stock market, Spotify shares surged 13% on Wall Street after announcing a generative AI agreement with Universal Music Group, alongside long-term financial targets that were well received by investors. Despite this significant rebound, the stock remains down approximately 37% from its record high reached in June 2025, highlighting the ongoing need to demonstrate sustainable growth and profitability.

May 21, 2026 at 11:45 pm

AI Datacenters Turn to Power Semiconductors for Solutions

The transformer shortage is driving new value into power semiconductors, which have become essential for increasing datacenter density and efficiency.

May 21, 2026 at 11:45 pm

Intuit Plunges After Quarter Overshadowed by Layoffs

Intuit shares fell approximately 10% in after-hours trading on Wall Street, despite reporting quarterly results that exceeded expectations. The developer of TurboTax, Credit Karma, QuickBooks, and Mailchimp confirmed reports circulating earlier in the session by announcing a 17% reduction in its full-time workforce. The company expects to incur between $300m and $340m in restructuring charges, which are projected to be primarily recorded in the fiscal fourth quarter ending in late July.

May 21, 2026 at 12:10 am

Google Places Gemini at the Core of Its Growth Strategy

By using its I/O 2026 conference as a showcase for its AI strategy, Google primarily sought to reassure investors of artificial intelligence's ability to strengthen its legacy ecosystem rather than replace it. Sundar Pichai indicated that the group's services now process more than 3.2 trillion tokens per month, up from approximately 480bn a year earlier, providing a concrete measure of the adoption of its models.

May 19, 2026 at 10:52 pm

Ryanair Warns Energy Shock Could Topple European Airlines

Michael O'Leary believes Europe has sufficiently diversified its supplies to avoid massive cancellations this summer, but warns that several airlines could disappear if jet fuel prices remain high over the long term.

May 19, 2026 at 10:24 pm

Long-term yields awaken the bond market

Long-term bond yields have returned to the spotlight in recent days, with a movement that now extends far beyond the U.S. market alone.

May 19, 2026 at 09:38 pm

Semiconductors Chill Wall Street Ahead of Nvidia Earnings

U.S. markets finished mixed on Monday, weighed down by a second consecutive decline in semiconductors and tech titans, despite resilience across the broader market. The S&P 500 slipped 0.07% to 7,403.1 points, the Nasdaq 100 shed 0.45% to 28,994.4 points, while the Dow Jones Industrial Average gained 0.32% to 49,686.1 points.

May 18, 2026 at 11:14 pm

Citadel Securities Warns of Fragility in Wall Street Rally

After advocating for a bullish scenario for U.S. equities in early April, Scott Rubner of Citadel Securities now believes the Wall Street rebound has profoundly shifted the balance of risks.

May 18, 2026 at 10:42 pm