Esteban Tesson

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

Ubisoft has found its way out

For several months now, the future of Ubisoft has been central to rumors. This speculation began just after Yves Guillemot, founder of the French studio, announced that he was exploring all options regarding Ubisoft's future.

28 March 2025 at 07:45 pm AEDT

China unveils its AI army

After the DeepSeek earthquake, China is establishing itself as the new land of artificial intelligence. Tencent, Alibaba, Baidu… Initiatives are multiplying, and Chinese technology is capturing attention with an army of AI stamped "made in China".

27 March 2025 at 08:08 pm AEDT

Intelligence and copyright, a battle with fuzzy rules

A federal judge has rejected a request by the music majors to prevent start-up Anthropic from training its AI with songs to which they hold the rights.

26 March 2025 at 09:08 pm AEDT

When the European Union wants to get back to basics

The European Commission has published a list of 47 strategic projects aimed at boosting EU production around 14 of the 17 metals considered essential to energy transition and security. An idea that recalls its origins in the European Coal and Steel Community Treaty.

26 March 2025 at 08:57 pm AEDT

Former Intel CEO Pat Gelsinger joins Gloo to connect faith and artificial intelligence

The former Intel CEO becomes executive chairman and chief technology officer at Gloo, a technology company serving churches, aiming to integrate AI into religious practice.

25 March 2025 at 08:21 pm AEDT

PsiQuantum raises $750m and reaches a valuation of $6bn

The Californian start-up specializing in photonic quantum computing continues to gain momentum. With this round of financing, it joins the biggest names in the sector.

25 March 2025 at 08:03 pm AEDT

Ubisoft central to SBF 120 volatility

The French studio has been experiencing extreme fluctuations on the stockmarket for several days now. The causes behind this are uncertain news and the difficult-to-interpret reception of its new flagship game, Assassin's Creed Shadows.

25 March 2025 at 07:26 pm AEDT

Klarna: the guide to a new wave of fintech IPOs

The Swedish fintech's IPO is being closely watched. Its success could well serve as a catalyst for other players in the sector, eager to test the market's appetite.

25 March 2025 at 02:33 am AEDT

Kenvue under pressure from activist funds

Johnson & Johnson's ex-Consumer Healthcare division is facing increasing pressure from activist funds Starboard Value and TOMS Capital, which are calling for strategic changes and even asset disposals.

24 March 2025 at 08:16 pm AEDT

Nvidia and Pasqal: combining two technologies

The American artificial intelligence chip giant forges a strategic partnership with Pasqal, a French specialist in quantum computing, to strengthen its presence in this fast-emerging field.

22 March 2025 at 12:56 am AEDT