Esteban Tesson

No GTA 6 before 2026

Software publisher Take-Two, behind GTA 6, has announced the postponement of its blockbuster game to May 26, 2026, causing its stock to fall 10.50% in pre-market trading on Wall Street on Friday.

03 May 2025 at 12:48 am AEST

Apple must defend all fronts

Bad news is piling up for Apple, and even a convincing release is no longer enough to turn around the world's largest company by market capitalization.

03 May 2025 at 12:41 am AEST

Huawei, Nvidia's Chinese nightmare

Huawei GPUs are gaining ground in China and could soon relegate Nvidia to second place. A worst-case scenario seems to be unfolding for the Santa Clara-based company.

29 April 2025 at 12:23 am AEST

Intel downcast after lowering forecasts

On Thursday Intel announced lower-than-expected revenue and profit forecasts for Q2, dampening the first public appearance of its new CEO, Lip-Bu Tan, amid a trade war between the United States and China.

25 April 2025 at 08:02 pm AEST

Europe wants to be diplomatic with Apple and Meta.

After a long wait, the European Union has announced its first fines under the DMA. After several delays, it comes as no surprise that the EU is taking a lenient approach with Meta and Apple.

25 April 2025 at 01:16 am AEST

IBM stumbles despite commitment to transparency

The Armonk-based company has posted mixed Q1 2025 results, leading to a 6.5% drop in after-hours trading. However, management confirmed its annual growth forecasts and sought to reassure investors.

24 April 2025 at 08:03 pm AEST

Switch 2 prices shock - Sony takes opportunity to raise price of PS5

After the announcement of the Switch 2, the discovery of the machine's price and that of the games through pre-orders continue to cause a stir, while Sony raises the price of its PS5 digital edition.

15 April 2025 at 06:39 pm AEST

Alphabet and Nvidia bet on SSI's intelligence

The two tech giants have joined the ranks of venture capital funds backing Safe Superintelligence (SSI), the start-up of Ilya Sutskever, former artificial intelligence researcher at Google and co-founder of OpenAI.

15 April 2025 at 12:16 am AEST

Between tech and tariffs, Trump sets the pace

In recent days, the US President has been hard at work on the tariffs surrounding various technology sectors. One day exempt, then the next with a special tariff and an investigation, we pull up the thread to take stock of tariffs and tech.

14 April 2025 at 08:20 pm AEST

AI will remain expensive, even after DeepSeek

At the time of the DeepSeek earthquake, investors wanted to question the exorbitant costs around AI and their viability. A few months later, giants like Nvidia, Alphabet and Amazon all have an answer.

11 April 2025 at 08:14 pm AEST

Liberation Day, or the art of rocking the world with an A0 picture

Donald Trump's "Liberation Day" turned into "Capitulation Day" for the financial markets, which sank to their knees from New York to London, via Paris, Tokyo and Sydney. An incredible chaos, which just forced the American president to make a U-turn on the handbrake. What if the day of liberation wasn't April 3, but April 9?

10 April 2025 at 10:00 pm AEST

Tariffs, trade war, recession… A return to 1930?

Recent statements about Donald Trump's customs policy are shaking up the markets. Economists have pulled out their classics to go back nearly a century, with a passion for the Hawley-Smoot Act, which could sound like a precedent for the current situation.

09 April 2025 at 08:13 pm AEST

Trump threatens TSMC with 100% taxes if company does not manufacture in the US

President Donald Trump said on Tuesday that he had warned Taiwan Semiconductor Manufacturing Company (TSMC) that it would face a tax of up to 100% if it did not build its factories on US soil.

09 April 2025 at 06:30 pm AEST

Intel and TSMC sign agreement to create chip manufacturing joint venture

The Intel story is finally beginning to move forward after several complicated years. Following the appointment of a new CEO, the historic chipmaker is embarking on a new joint venture with TSMC.

05 April 2025 at 01:20 am AEDT

Inward-looking attitudes undermine global logistics

Donald Trump has launched a major trade war, inflicting numerous tariffs on various countries. It's a move that is completely reshaping globalization, leading to a general inward-looking attitude and having a major impact on the various companies specializing in logistics and freight.

04 April 2025 at 06:48 pm AEDT

Sustainable investment and defense: Allianz takes a firm stance

With Europe's famous rearmament project, the defense sector is catching many investors' eyes, including sustainable funds. This raises an important question: are the defense sector and sustainable investment compatible?

02 April 2025 at 07:12 pm AEDT

The next challenge for artificial intelligence

Artificial intelligence continues to disrupt markets, although its development now raises a crucial question; that of energy consumption. A major issue, as yet little addressed, which could well redefine the sector's priorities.

01 April 2025 at 07:38 pm AEDT

ARM targets 50% market share in AI data centers in 2025

British chipmaker ARM aims to triple its share of the artificial intelligence data center market by 2025. This ambition is underpinned by its original business model, growing compatibility and attractive energy efficiency.

01 March 2025 at 02:11 am AEDT

Toyota: a recipe for (too) much success?

Toyota's hybrid vehicle strategy is being driven by growing global demand. However, success is outstripping the Japanese manufacturer's forecasts, leading to long delivery times and supply tensions.

01 March 2025 at 12:59 am AEDT

Apple and Meta: the European Union spills the beans

As the European Union seeks to enforce the DMA rules, sanctions against Apple and Meta may finally be eased. In the background: fear of retaliation from Washington.

29 March 2025 at 12:16 am AEDT

CD Projekt, a cult object?

The renowned Polish video games studio is coming off a financial year without any major releases, but with surprisingly solid profitability. All that remains is to convince people of its ability to stick to its ambitious development schedule.

28 March 2025 at 08:29 pm AEDT