Esteban Tesson

Nvidia boosts Intel by 30% with a $5bn investment

Nvidia has announced a $5bn investment in Intel. This agreement, focused on the co-development of data centers and chips, propelled Intel's stock up nearly 30% in pre-market trading.

18 September 2025 at 10:33 pm AEST

The memory chip war is heating up the markets

Long underestimated, memory chip manufacturers are now the center of attention. Investors are closely scrutinizing this strategic sector, still unsure about who will emerge as the big winner in this battle.

16 September 2025 at 06:10 pm AEST

Dell punished on the stockmarket despite better-than-expected results

29 August 2025 at 05:39 pm AEST

Nvidia: Jensen Huang says AI boom is far from over despite cautious forecasts

Nvidia's announcement was not enough to reassure the markets, which are once again questioning the potential of artificial intelligence. Its CEO, Jensen Huang, is now trying to reinstate his resolutely optimistic vision of the sector.

29 August 2025 at 05:20 pm AEST

Google reduces its small team managers by a third in one year

28 August 2025 at 05:25 pm AEST

Can Wall Street be satisfied with Nvidia's results?

The US market only had eyes for Nvidia during this session, but that didn't stop the S&P 500 from setting a new record at close.

28 August 2025 at 05:19 pm AEST

Nvidia no longer able to surprise market

What can be considered one of the most successful companies on the stockmarket today is no longer able to surprise the market. While Nvidia has just released its Q2 2026 results, the stock is down about 2%.

28 August 2025 at 05:06 pm AEST

Snowflake benefiting from the rise of AI and raises forecasts

28 August 2025 at 05:01 pm AEST

26 August 2025 at 05:34 pm AEST

Elon Musk files lawsuit against Apple and OpenAI for anti-competitive practices

26 August 2025 at 05:25 pm AEST

Wall Street is buzzing about Nvidia's results

Wall Street is once again waiting in the wings. After Jerome Powell's speech, investors will now be scrutinizing Nvidia's results on Thursday evening, which will set the tone for the start of the new season in September.

26 August 2025 at 05:20 pm AEST

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