Esteban Tesson

Tractor Supply held back by tariffs and weaker demand

U.S. retailer Tractor Supply posted first-quarter results below expectations, as cautious consumers and softer demand for certain animal-related products weighed on performance. The stock is down more than 8% in early trading

April 21, 2026 at 03:42 pm

Apple appoints John Ternus as CEO, Tim Cook to become Executive Chairman

Apple has announced a major leadership transition, with the appointment of John Ternus as CEO from September 1. Tim Cook, who has held the position since 2011, will transition to the role of Executive Chairman and oversee the handover through the end of the summer. John Ternus, currently head of Hardware Engineering, will also join the Board of Directors, while Arthur Levinson will become Lead Independent Director.

April 21, 2026 at 06:00 am

Amazon bolsters alliance with Anthropic with investment of up to $25bn

Amazon has announced a new financial commitment of up to $25bn in Anthropic, bringing its total investment in the artificial intelligence startup to $33bn. This transaction is part of an expanded infrastructure partnership, featuring an immediate $5bn injection, supplemented by up to $2bn, contingent on commercial milestones. This initial tranche values Anthropic at $380bn.

April 21, 2026 at 05:55 am

Amazon strengthens its alliance with Anthropic with an investment that could reach $25bn

Amazon announced a new financial commitment of up to $25bn in Anthropic, bringing its total investment in the artificial intelligence start-up to $33bn. The move is part of an expanded infrastructure partnership, with an immediate initial infusion of $5bn, followed by up to an additional $20bn tied to commercial milestones. This initial tranche values Anthropic at $380bn.

April 20, 2026 at 10:07 pm

Apple hands the CEO job to John Ternus, Tim Cook becomes executive chairman

Apple announced a major governance change with the appointment of John Ternus as chief executive officer, effective Sept. 1. Tim Cook, in the role since 2011, will become executive chairman and will support the transition through the end of the summer. John Ternus, currently head of hardware engineering, will also join the board of directors, while Arthur Levinson will become lead independent director.

April 20, 2026 at 09:54 pm

Jersey Mike's revives IPO plans amid buoyant market conditions

American restaurant chain Jersey Mike's has initiated the process for a US initial public offering by filing confidentially. This move comes as the IPO market shows signs of recovery, with large-scale transactions returning following a March slowdown triggered by geopolitical tensions and uncertainty surrounding tech valuations. Major stock indices, including the S&P 500 and the Nasdaq, are currently trading near record highs, providing a favorable backdrop for listing projects.

April 20, 2026 at 06:18 pm

Blue Owl to Acquire Sila Realty Trust for $2.4bn in Healthcare Real Estate Bet

Blue Owl Capital has announced the acquisition of Sila Realty Trust, a REIT specializing in healthcare real estate, for approximately $2.4bn in an all-cash deal. The New York-based firm is offering $30.38 per share, representing a 19% premium over its closing price on April 17. The transaction is intended to bolster Blue Owl's presence in a segment deemed strategic and poised for growth.

April 20, 2026 at 06:14 pm

US Rare Earth accelerates expansion in strategic sector under pressure

American firm US Rare Earth is pressing ahead with its development, driven by a clear objective: reducing Western dependence on heavy rare earths, a market currently dominated by Asia, and specifically China. Buoyed by the announcement of a major acquisition and fresh positive analyst coverage, the stock is up over 10% after two hours of trading on Wall Street.

April 20, 2026 at 06:00 pm

Jersey Mike's revives its IPO plan in a supportive market

The U.S. restaurant chain Jersey Mike's has taken steps toward an initial public offering in the United States, confidentially filing its paperwork. The move comes as the IPO market rebounds, with big-ticket deals returning after a March slowdown tied to geopolitical tensions and uncertainty around technology stocks. Major equity indexes, including the S&P 500 and the Nasdaq, are trading near record levels, creating a favorable backdrop for new listings.

April 20, 2026 at 05:20 pm

Blue Owl to acquire Sila Realty Trust for $2.4bn, doubling down on healthcare real estate

Blue Owl Capital announced the acquisition of Sila Realty Trust, a healthcare real estate company, for about $2.4bn in an all-cash offer. The New York group is offering $30.38 per share, a 19% premium to the April 17 closing price. The deal is meant to strengthen Blue Owl's footprint in a segment viewed as strategic and growing.

April 20, 2026 at 04:47 pm

US Rare Earth steps up its expansion in a strained strategic sector

The American company US Rare Earth is pressing ahead with a clear goal: reducing Western dependence on heavy rare earths, a market now largely dominated by Asia, particularly China. Fueled by the announcement of a major acquisition and fresh positive analyst coverage, the stock is up 10.45% after two hours of trading on Wall Street.

April 20, 2026 at 04:39 pm

USA Rare Earth to Acquire Serra Verde to Secure Non-Chinese Supply

American group USA Rare Earth has announced plans to acquire Brazilian producer Serra Verde in a deal valued at $2.8bn, combining cash and equity. The company expects to pay $300m in cash and $126.9m in newly issued shares. Completion is anticipated in Q3 2026, subject to regulatory approvals. This initiative is part of a strategy aimed at reducing US dependence on China in the rare earths sector. Following the announcement, USA Rare Earth shares rose by over 8% in pre-market trading on Monday.

April 20, 2026 at 01:54 pm

USA Rare Earth wants to acquire Serra Verde to secure non-China supply

U.S. group USA Rare Earth announced plans to acquire Brazilian producer Serra Verde, in a deal valued at $2.8bn combining cash and stock. The company plans to pay $300m in cash and $126.9m in newly issued shares. Closing is expected in the third quarter of 2026, subject to regulatory approvals. The move is part of a strategy to reduce U.S. dependence on China in rare earths. Following the announcement, USA Rare Earth shares were up more than 8% in premarket trading.

April 20, 2026 at 01:42 pm

Kailera makes a splash on Nasdaq as anti-obesity drug frenzy continues

Kailera Therapeutics delivered a standout initial public offering on the Nasdaq, with its shares surging 62.5% in early trading. The company raised $625m by offering approximately 39 million shares at $16, the top of its indicative range, before opening at $26. This performance underscores sustained investor appetite for companies positioned in the obesity treatment space, a rapidly expanding market.

April 17, 2026 at 08:57 pm

Sony and Honda scrap Afeela 1, pivot joint venture strategy

Sony and Honda have decided to terminate the development of their Afeela 1 electric vehicle, marking a strategic shift for their joint venture, Sony Honda Mobility. According to reports from Nikkei, the move aligns with a broader strategic realignment of Honda's electrification roadmap. Both groups now intend to explore new development avenues within their partnership, moving away from the project initially presented as their flagship venture.

April 17, 2026 at 08:28 pm

Cerebras revives IPO plans fueled by AI boom

Cerebras Systems is set to refile for its IPO shortly, relaunching a project originally shelved in 2024. The California-based firm, founded in 2016 and led by Andrew Feldman, had withdrawn its filing to incorporate further financial and strategic disclosures. This comeback occurs amid a more favorable climate, marked by renewed investor appetite for high-growth tech companies, particularly within the artificial intelligence sector.

April 17, 2026 at 08:26 pm

Court orders GE Vernova to maintain Vineyard Wind offshore project operations

A Massachusetts court has compelled GE Vernova to continue work on New England's largest offshore wind farm, amid a multi-hundred-million-dollar contractual dispute with developer Vineyard Wind.

April 17, 2026 at 08:22 pm

Kailera nails its Nasdaq debut on surging demand for anti-obesity treatments

Kailera Therapeutics delivered a standout Nasdaq debut, with the stock jumping 62.5% in its first trades. The company raised $625m by offering about 39m shares at $16, the top of the indicated range, before opening at $26. The showing underscores investors' sustained appetite for companies tied to obesity treatments, a fast-expanding market.

April 17, 2026 at 07:47 pm

Sony and Honda scrap the Afeela 1 and reset their joint strategy

Sony and Honda have decided to end development of their Afeela 1 electric vehicle, marking a turning point in the strategy of their Sony Honda Mobility joint venture. According to Nikkei, the decision fits into a broader Honda rethink on electrification. The two companies now plan to explore new avenues within their partnership, beyond the project initially positioned as its flagship.

April 17, 2026 at 07:26 pm

Cerebras revives its IPO plans, riding the AI boom

Cerebras Systems plans to file the paperwork for its initial public offering soon, reviving an effort it had put on hold in 2024. The California company, founded in 2016 and led by Andrew Feldman, pulled its filing to add more financial and strategic detail. The return comes in a more supportive backdrop, marked by renewed investor appetite for high-growth technology companies, especially in artificial intelligence.

April 17, 2026 at 07:07 pm

Court Orders GE Vernova to Keep Working on Vineyard Wind Offshore Project

A Massachusetts court is forcing GE Vernova to continue work on New England's largest offshore wind farm, amid a contract fight with developer Vineyard Wind over several hundred million dollars.

April 17, 2026 at 06:28 pm