Esteban Tesson

The Pinault family is considering selling Puma after a sharp decline in value.

According to a recent Bloomberg article, the Pinault family, which heads Kering, could sell its 29% stake in German sportswear manufacturer Puma: potential buyers are mainly its Chinese competitors.

26 August 2025 at 12:58 am AEST

Washington is taking a 10% stake in Intel

President Donald Trump announced on Friday that the US government would acquire a 10% stake in Intel. This move marks a direct and unprecedented intervention by the government in a major national industrial group that is in difficulty. Following the announcement, Intel's share price rose by over 6% on the stockmarket.

25 August 2025 at 05:39 pm AEST

Washington: Justice Department opens investigation into Fed governor Lisa Cook

22 August 2025 at 05:44 pm AEST

Meta signs cloud contract worth over $10bn with Google

22 August 2025 at 05:41 pm AEST

Towards US government involvement in Micron?

Following recent revelations about a possible Trump administration stake in Intel, rumors are intensifying that Washington is adopting a more interventionist stance, with Micron possibly next on the list.

22 August 2025 at 05:23 pm AEST

The four stocks that have dominated the S&P 500 in 2025

The main US index, the S&P 500, has risen by around 10% since the beginning of the year. This is a strong performance, but it pales in comparison to four stocks in particular, which are beating the rest of the market - almost into silence.

21 August 2025 at 01:11 am AEST

How is AI disrupting software companies?

The development and integration of artificial intelligence are disrupting the market and transforming certain working methods, sometimes causing significant movements on the stock market. The latest sector to bear the brunt of this is software publishers.

18 August 2025 at 06:19 pm AEST

Trump demands Intel CEO's resignation

The US president is demanding the resignation of Lip-Bu Tan, Intel's current CEO, citing the executive's recent investments in Chinese companies.

08 August 2025 at 12:52 am AEST

Apple set to invest $100bn in the United States

Under pressure from repeated threats from Donald Trump, Apple plans to invest $100bn in new factories in the United States in order to please the US president.

07 August 2025 at 01:06 am AEST

AMD proves unable to deliver

After a surge of optimism sparked by the announcement of its new range of rack-mountable solutions, AMD is struggling to capitalize on this momentum as it unveils its Q2 2025 results.

06 August 2025 at 06:35 pm AEST

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.

04 August 2025 at 04:49 pm AEST

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.

31 July 2025 at 05:08 pm AEST

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?

29 July 2025 at 04:31 pm AEST

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.

25 July 2025 at 10:49 pm AEST

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%.

25 July 2025 at 04:25 pm AEST

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.

23 July 2025 at 11:09 pm AEST

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.

18 July 2025 at 06:22 pm AEST

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.

16 July 2025 at 05:21 pm AEST

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.

15 July 2025 at 12:00 am AEST

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.

08 July 2025 at 06:37 pm AEST

CoreWeave acquires Core Scientific for $9bn

08 July 2025 at 12:59 am AEST