Actualités

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Work to build Google's planned Indian data centre hub is in full swing, with a hillside above the site stripped to red earth and terraced into steps, but mounting opposition from environmentalists is creating hurdles for ‌the  U.S. tech giant's $15 billion project. The southern state of Andhra Pradesh, governed by an ally of Prime Minister Narendra Modi who has hailed the project ‌as historic and transformational, has denied allegations that the project was fast-tracked without weighing risks to water supplies and wildlife. But the growing opposition could become an early test for Google's biggest-ever India investment, which ​is facing several legal challenges over its impact on water supplies and proximity to a wildlife sanctuary that is home to leopards and pangolins.

TTM Technologies (NASDAQ:TTMI) reported second-quarter 2026 revenue of $1 billion, its first quarterly sales result at that level, as demand tied to artificial intelligence data centers, networking, medical products and aerospace and defense programs increased. Revenue rose 37% from $731 million in

(Bloomberg) -- Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world’s dominant AI models.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOGoogle AI Veterans Depart During Seismic Leadership ShiftChina’s AI Blitz Creates ‘Death Zone’ for Rival US

NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.

Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

(Bloomberg) -- Hackers launched a wave of sophisticated attacks on Wall Street firms in recent days, targeting information systems at major money managers, according to people familiar with the matter.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €73

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its

SpaceX bears have taken over, with good reason.

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

Traders and investment bankers are reigning supreme on Wall Street, at least if you’re judging by their bonuses. The outsize rewards for traders and investment bankers seem all but guaranteed, with big banks raking in bumper profits this year from volatile markets and huge stock offerings, including the stock-market debut of Elon Musk’s   SpaceX and Google parent Alphabet’s  $80 billion equity financing. “Banks are leading the way for the first time in a while,” said Alan Johnson, founder and managing director of Johnson Associates.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

Banks are planning to offload $15bn of debt tied to a Google-backed data centre in Texas that has been leased to Anthropic, as Wall Street lenders...

The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.

Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Apple may soon need to make up its mind about spending on AI. It resisted developing its own AI models, relying instead on OpenAI to fuel its AI strategy under a 2024 deal. Earlier this year, it abandoned OpenAI in favor of Google’s Gemini, which is set to power a revamped AI-infused version of its Siri digital assistant.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.

NEW DELHI/MUMBAI, Aug 4 (Reuters) - India has moved a step closer to reintroducing merchant fees on transactions made through its popular Unified Payments Interface (UPI) after proposed changes to the

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders