Esteban Tesson

Microsoft launches an unprecedented voluntary departure program

Microsoft announced the rollout of a voluntary departure program, a first for the company, as the technology sector undergoes a transformation driven by the rise of artificial intelligence. The plan could cover up to 7% of the U.S. workforce and targets employees whose management level does not exceed senior director, subject to tenure and age requirements. Details will be shared with eligible employees starting May 7.

April 23, 2026 at 06:10 pm

United Rentals Lifts Guidance on Mega-Project Tailwinds

United Rentals has posted a record Q1, driven by robust demand for rental equipment relating to large-scale construction and industrial projects. In particular the is benefiting from the surge in data center development required for artificial intelligence, which is fueling activity across the United States. Against this backdrop, the company raised its full-year guidance, now forecasting revenue between $16.9bn and $17.4bn. Following this announcement, the stock soared nearly 22% during trading in New York.

April 23, 2026 at 05:47 pm

United Rentals lifts its outlook on major projects

United Rentals posted a record first quarter, supported by strong demand for rental equipment tied to major construction and industrial projects. The group is benefiting in particular from the boom in data centers needed to develop artificial intelligence, which is driving activity in the United States. Against this backdrop, the company raised its full-year guidance, now expecting revenue between $16.9bn and $17.4bn. Following the announcement, the stock is up nearly 22% in U.S. trading.

April 23, 2026 at 05:13 pm

Molina Healthcare beats expectations on disciplined cost management

Molina Healthcare has reported Q1 results that exceeded expectations, bolstered by effective medical cost management. The group posted adjusted EPS of $2.35, compared to the $1.92 anticipated by analysts, sending the stock up more than 14% during trading. This performance was driven notably by an increase in enrollment in its state-funded plans, boosting premium revenue.

April 23, 2026 at 04:49 pm

Shareholders approve Paramount takeover of Warner Bros Discovery

WBD shareholders have greenlit the proposed acquisition of the group by Paramount Skydance, marking a decisive milestone in the sale process. The accepted offer stands at $31 per share and covers all operations, including the CNN, TNT, and Discovery networks, the HBO Max platform, and the Warner Bros. studio. This decision follows months of negotiations and competition, notably from Netflix and Comcast, amid intense consolidation within the media sector.

April 23, 2026 at 04:42 pm

Molina Healthcare tops expectations thanks to disciplined cost control

Molina Healthcare posted better-than-expected first-quarter results, supported by effective management of medical costs. The group reported adjusted earnings of $2.35 per share, versus the $1.92 expected by analysts, sending the stock up more than 14% during the session. The performance was driven in particular by an increase in members enrolled in its state-funded plans, boosting premium revenue.

April 23, 2026 at 04:31 pm

Shareholders Approve Paramount's Purchase of Warner Bros Discovery

WBD shareholders have approved Paramount Skydance's plan to acquire the group, a decisive step in the sale process. The winning bid values the company at $31 per share and covers all operations, including CNN, TNT and Discovery, the HBO Max platform, and the Warner Bros studio. The decision follows several months of negotiations and rival bids, notably from Netflix and Comcast, against a backdrop of rapid consolidation across the media industry.

April 23, 2026 at 04:05 pm

US Cannabis Reclassification: Sector Stocks Surge on Wall Street

The Trump administration has announced a reclassification for certain cannabis-based products, a decision that immediately boosted sector stocks on Wall Street.

April 23, 2026 at 03:09 pm

U.S. cannabis rescheduling: sector stocks soar on Wall Street

The Trump administration announced a change in classification for certain cannabis-based products, a decision that immediately boosted the sector's stocks on Wall Street.

April 23, 2026 at 02:41 pm

ServiceNow shares slide despite earnings beat

ServiceNow reported quarterly results that slightly beat expectations, although its stock tumbled over 12% in after-hours trading as investors grew concerned over the impact of the Middle East conflict on its operations. The group posted adjusted EPS of 97 cents, just beating the 96 cents anticipated, on revenue of $3.77bn, up 22% y-o-y. Net income reached $469m, marking a slight increase.

April 23, 2026 at 07:37 am

IBM shares slide despite earnings beat

IBM reported quarterly results that topped expectations - both at the top and bottom lines, although the decision to maintain its FY guidance left investors disappointed. The group posted adjusted EPS of $1.91, beating the $1.81 anticipated, on revenue of $15.92bn, up 9% y-o-y. Despite this performance, the stock fell significantly (about 6%) in after-hours trading, as markets had been pricing in an upward revision to the company's outlook.

April 23, 2026 at 07:31 am

Tesla posts mixed Q1 results

Tesla reported a mixed set of Q1 results, with earnings beating expectations, despite revenue falling short. The group posted adjusted EPS of 41 cents, above the 37 cents anticipated by analysts, while revenue came in at $22.39bn, shy of the $22.64bn forecast. Notwithstanding the top-line disappointment, the stock climbed over 3% in after-hours trading.

April 23, 2026 at 07:24 am

ServiceNow hit in the stock market despite results topping expectations

ServiceNow posted quarterly results slightly ahead of expectations, but its shares were down more than 12% in after-hours trading, as investors worried about the impact of the conflict in the Middle East on its business. The company reported adjusted earnings of 97 cents a share, versus 96 cents expected, on revenue of $3.77bn, up 22% year over year. Net income reached $469m, up slightly.

April 22, 2026 at 10:09 pm

IBM punished in the market despite better-than-expected results

IBM reported quarterly results above expectations on both earnings and revenue, but investors were disappointed by the decision to maintain its full-year targets. The group posted adjusted earnings of $1.91 per share, versus $1.81 expected, and revenue of $15.92bn, up 9% year over year. Despite that performance, the stock is down a sharp roughly 6% in after-hours trading, as markets had been looking for an upward revision to guidance.

April 22, 2026 at 09:50 pm

Tesla posts mixed first-quarter results

Tesla reported mixed first-quarter results, with profit topping expectations but revenue coming in below forecasts. The company posted adjusted earnings of 41 cents a share, above the 37 cents expected by analysts, while revenue totaled $22.39bn, versus the $22.64bn consensus. Despite the revenue miss, the stock was up more than 3% in after-hours trading.

April 22, 2026 at 09:30 pm

Who are the six global stars of memory chips?

With the rise of artificial intelligence, the industry hierarchy is shifting. The latest generation of memory chips and the growing requirements of AI have placed Micron, Samsung, SK Hynix, Seagate, SanDisk and Western Digital at the center of the stage.

April 22, 2026 at 07:45 pm

Who Are the Six Global Stars of Memory Chips?

With the rise of artificial intelligence, the industry's pecking order is shifting. The latest generation of memory chips and AI's soaring needs are now putting Micron, Samsung, SK Hynix, Seagate, SanDisk and Western Digital at the center of the game.

April 22, 2026 at 07:33 pm

NVR hit by rising rates and costs in Q1

US homebuilder NVR reported a sharp decline in its Q1 performance, amid a backdrop of high interest rates and rising raw materials costs. These factors, combined with tariffs and persistent inflation, weighed on demand and the group's operations. The stock fell about 4% during trading on Wednesday, reflecting investor concerns over this unfavorable environment.

April 22, 2026 at 07:18 pm

Microsoft bolsters cybersecurity with Anthropic AI

Microsoft has announced the integration of advanced artificial intelligence models, including Anthropic's Claude Mythos Preview, into its secure development framework. This initiative aims to enhance the detection and remediation of vulnerabilities from the earliest stages of software design. By incorporating these tools into its Security Development Lifecycle, the group intends to accelerate flaw identification and strengthen system robustness against escalating threats.

April 22, 2026 at 07:14 pm

NVR hit by higher rates and rising costs in the first quarter

U.S. homebuilder NVR posted a sharp drop in first-quarter performance, against a backdrop of high interest rates and rising raw-material costs. Those factors, combined with tariffs and persistent inflation, weighed on demand and the group's activity. The stock is down about 4% in the session, reflecting investor concerns about this unfavorable environment.

April 22, 2026 at 06:55 pm

Microsoft Steps Up Cybersecurity With Anthropic's AI

Microsoft announced it is integrating advanced artificial intelligence models, including Claude Mythos Preview developed by Anthropic, into its secure development framework. The initiative is designed to improve the detection and remediation of vulnerabilities from the earliest stages of software design. By embedding these tools into the Security Development Lifecycle, the company aims to speed up the identification of weaknesses and bolster the resilience of its systems against mounting threats.

April 22, 2026 at 06:38 pm