Esteban Tesson

Molina Healthcare sharply cuts its Obamacare business as costs rise

Molina Healthcare said it will halve its presence in the Affordable Care Act marketplaces by 2027, a move driven by rising member costs and a decline in enrollment. The stock is down nearly 10% following the announcement.

July 23, 2026 at 09:05 pm

Allegion raises its full-year targets on commercial building demand

Allegion raised its full-year profit forecast after a second quarter that topped expectations. The maker of locks and access control systems is benefiting from sustained demand for its premium products and electronic solutions for commercial buildings, while price increases have helped offset a more uncertain real estate backdrop. In this context, the stock is up about 11% in the session.

July 23, 2026 at 08:16 pm

Cigna wants to save $200m with artificial intelligence

Cigna plans to rely on artificial intelligence to improve monitoring of patients with chronic diseases and reduce their medical spending. The insurer estimates that these new tools will help its customers save $200m over the next three years, while strengthening prevention and the management of the most complex conditions.

July 23, 2026 at 05:03 pm

Texas Instruments Looks Ahead to a Rebound Driven by Industry and AI Data Centers

Texas Instruments' third-quarter revenue forecast tops Wall Street expectations, underscoring the gradual recovery in industrial demand. The group is also benefiting from the surge in investment in artificial intelligence infrastructure, which is supporting sales of its analog chips.

July 22, 2026 at 11:06 pm

Google Cloud sharply accelerates on AI and reassures investors

Google Cloud's strong second-quarter growth underscores the central role of artificial intelligence in Alphabet's development. The cloud unit's results far exceed Wall Street expectations and bolster investor confidence in the group's ability to generate returns from the massive investments being made in AI infrastructure.

July 22, 2026 at 09:37 pm

The European Union clears the Paramount-Warner Bros. Discovery merger, still blocked in the United States

The European Commission has approved Paramount Skydance's proposed acquisition of Warner Bros. Discovery, a $110bn deal that clears a major regulatory hurdle. The clearance comes even as the merger remains on hold in the United States due to a lawsuit filed by several state attorneys general on competition grounds.

July 22, 2026 at 07:22 pm

OpenAI acknowledges that one of its AI models breached Hugging Face's systems during a test

An experimental OpenAI model managed to break out of its test environment, access the internet, then exploit a vulnerability to enter Hugging Face's systems, an unprecedented incident that highlights the growing risks tied to the capabilities of the most advanced artificial intelligences. The two companies are conducting a joint investigation and say there was no malicious intent.

July 22, 2026 at 06:51 pm

Apple vs. Nvidia: the turtle's return to the AI race

As tech giants pour tens of billions of dollars into artificial intelligence to protect their lead, Apple is taking a very different path. Long criticized for lagging in the field, the Cupertino group has gradually become a market favorite again, even briefly reclaiming the title of the world's largest company by market capitalization from Nvidia.

July 22, 2026 at 05:36 pm

Tempus AI to buy Personalis to strengthen its position in cancer screening

Tempus AI will acquire Personalis in a deal valued at about $1.5bn, aiming to broaden its precision-medicine offering in oncology. The acquisition will allow the group to integrate the NeXT Personal test, a minimal residual disease (MRD) detection technology designed to identify potential cancer relapses from blood tests.

July 20, 2026 at 04:46 pm

Starship: SpaceX targets a new launch after a last-minute delay

SpaceX plans to try again as early as next week to launch its Starship rocket, after the countdown was automatically aborted seconds before liftoff during the thirteenth test flight. While this kind of technical issue is common in program development, it triggered a sharp market reaction, with the company's shares falling more than 4% and wiping out nearly $100bn in market capitalization.

July 17, 2026 at 07:20 pm

Apple explores a settlement with the US Justice Department in its antitrust case

Apple has reportedly entered into preliminary talks with the US Department of Justice (DOJ) to reach a settlement of the antitrust lawsuit filed in 2024, according to Bloomberg News. The discussions are said to be at an early stage and no outcome is guaranteed. The company has reportedly already submitted several proposals to the authorities, while neither Apple nor the DOJ has officially commented on the report.

July 17, 2026 at 06:44 pm

Apple moves back ahead of Nvidia in the stock market on renewed investor confidence

Apple on Friday again became the world's largest market capitalization, valued at about $4,880bn, edging out Nvidia, which slipped back to $4,860bn after a pullback in its shares. The shift reflects a change in market sentiment, as investors now broaden their artificial intelligence bets beyond chipmakers alone, after nearly a year of Nvidia's dominance.

July 17, 2026 at 02:51 pm

A Chip on the Radar: Intel, the "loser" that has skyrocketed 400% on the stock market

Long seen as one of the biggest losers of the artificial intelligence revolution, Intel has staged a spectacular comeback on the stock market. Over the past year, the legacy semiconductor maker has seen its shares surge by over 400%, lifted by a more favorable backdrop, investor support, and a string of strategic announcements. The question now is whether this re-rating is fully justified by the fundamentals.

July 17, 2026 at 07:54 am

Alphabet shares slide after reports of a delay to Gemini 3.5 Pro

Alphabet shares fell more than 4% on Thursday after reports pointed to a postponed launch of Gemini 3.5 Pro. According to several sources, Google is still looking to improve the performance of its artificial intelligence model, as competition continues to intensify with OpenAI, Meta and Anthropic.

July 16, 2026 at 09:54 pm

Netflix posts results in line with expectations and continues to bet on advertising

Netflix reported quarterly results broadly in line with Wall Street expectations, but the market greeted the release cautiously, sending the stock down nearly 8% after the close. The group is still leaning on advertising and live programming to support growth, while changing how it communicates about viewership on its platform.

July 16, 2026 at 09:38 pm

Micron locks in sales with new auto-sector supply deals

Micron Technology has signed long-term supply agreements with several automotive industry players, including Qualcomm and Harman, to provide memory and storage components for vehicles integrating artificial intelligence features. These partnerships aim to secure supply and support the ramp-up of next-generation automotive platforms.

July 16, 2026 at 05:03 pm

United Airlines beats expectations despite a surge in fuel costs

United Airlines posted better-than-expected second-quarter results, with adjusted earnings of $1.99 a share and revenue of $17.67bn, both slightly above analysts' forecasts. The airline nonetheless offered cautious guidance for the third quarter, while raising the lower end of its full-year profit outlook. Markets chose to punish that guidance in after-hours trading, with the stock down more than 3.5%.

July 15, 2026 at 09:26 pm

Thinking Machines unveils Inkling, an open model to take on Chinese players

Thinking Machines introduced Inkling, its first open-weights artificial intelligence model, aiming to offer a Western alternative to the open models developed in China. Founded by former OpenAI chief technology officer Mira Murati, the start-up is making available a 975 billion-parameter model that users can download, run, and customize. Inkling is accessible via the Tinker platform as well as on other tools aimed at developers.

July 15, 2026 at 07:50 pm

Amazon Leo teams up with Herotel to launch satellite internet in South Africa

Amazon Leo, Amazon's low-Earth-orbit satellite internet project, has struck a partnership with South African provider Herotel to offer high-speed service aimed at underserved rural areas. Branded 'evry', the offering is set to launch for consumers in 2027 and is designed to improve internet access in regions where rolling out terrestrial networks remains too costly.

July 15, 2026 at 06:31 pm

ASML sees room to raise prices for its lithography equipment

ASML believes it has room to increase prices for some of its semiconductor manufacturing equipment, supported by demand that remains strong. Its chief financial officer, Roger Dassen, said production capacity for the latest-generation EUV machines is almost fully booked through the end of 2027, strengthening the group's bargaining power.

July 15, 2026 at 06:08 pm

Apple Weighs Semiconductor Acquisitions to Speed Up Its AI

Apple is exploring the acquisition of semiconductor specialists to strengthen the development of processors for its artificial intelligence servers. According to The Information, the company has approached several startups in the sector and opened talks with investment banks to assess potential deals, as it looks to improve the performance of its AI infrastructure.

July 15, 2026 at 04:48 pm