Esteban Tesson

Nvidia: Blackwell stronger than restrictions

With AI booming, Nvidia's announcement was eagerly awaited. Between recent export restrictions, the trade war and mounting competition, this announcement was crucial for the Santa Clara-based company. The verdict? Jensen Huang rose to the occasion. The stock climbed 5% in after-hours trading.

29 May 2025 at 11:44 pm AEST

In the panic, people jostle for ETFs

As geopolitical tensions make markets increasingly unstable, ETFs are seeing record inflows. Could these index pockets be the answer to investor uncertainty, even more so than gold?

28 May 2025 at 06:46 pm AEST

A first quarter in transition for Xiaomi and its new automotive division

Xiaomi has unveiled significant growth for Q1 2025, boosted by the launch of its automotive business. The group is now establishing itself as a leading figure in Chinese advanced technology.

27 May 2025 at 11:00 pm AEST

European luxury goods companies are keeping a close eye on Beijing

The publication of Chinese figures reminds us that, once again, the European luxury sector remains highly correlated with the Middle Kingdom - especially its consumption.

20 May 2025 at 06:18 pm AEST

Ubisoft: the French studio sinks a little deeper

The iconic French studio has once again dashed the hopes of the few optimists who still believed in its ability to bounce back. After an unconvincing end to the financial year, the group has announced a "transition" period for 2025-2026, promising a rebound in the future.

16 May 2025 at 01:01 am AEST

Did you say sanctions?

(Highly relevant to current events, this article - first published in May - is being brought to you again today.) Despite numerous restrictions, controls, and everything that goes with them, China still manages to source chips dedicated to the development of artificial intelligence.

14 May 2025 at 07:00 pm AEST

Is OpenAI heading for a Wall Street listing?

Rumors surrounding the start-up behind ChatGPT are intensifying. According to the Financial Times, the artificial intelligence leader is heading straight for an IPO.

12 May 2025 at 07:19 pm AEST

ARM precariously balanced on its valuation

It's time to take stock for ARM, the British chip architecture design company. Despite a solid fourth quarter, the stock is down 8% in pre-market trading on the Nasdaq. The reason: a colossal valuation and a much more cautious outlook for the coming quarter.

08 May 2025 at 11:26 pm AEST

Towards a lifting of restrictions on AI chips?

According to Bloomberg, the Trump administration is considering rolling back some of the restrictions on AI chip exports imposed under Joe Biden.

08 May 2025 at 05:56 pm AEST

Electronic Arts always lands on its feet

After a lackluster third quarter, the US software publisher ended FY 2025 on a high note, with a rebound in sales and a 2026 outlook that already has the markets salivating.

07 May 2025 at 11:40 pm AEST

Chinese companies threatened by their US listings

Rising tensions between China and the US are reigniting the debate over the presence of Chinese companies on US stock exchanges. According to the Financial Times, two members of Congress recently asked the SEC to delist certain Chinese companies, citing alleged links to Xi Jinping's military.

07 May 2025 at 01:22 am AEST

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