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July 31, 2025, 2:00 AM
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Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 8%+ after hours  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
Reuters:
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.  —  Microsoft (MSFT.O) forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter …
Tom Warren / The Verge:
Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13%  —  Azure revenues grew 39 percent year-over-year, as Microsoft continues to grow its cloud business.
CNBC:
Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after shares jumped 8%+ in after-hours trading on better-than-expected results
Bloomberg:
The Trump administration says Apple, Google, OpenAI, Amazon, Anthropic, and 60+ companies have pledged to make data sharing seamless across health care systems  —  Leading US technology companies, including Amazon.com Inc., Anthropic, Apple Inc., Alphabet Inc.'s Google and OpenAI Inc. …
Mark Zuckerberg / Meta:
Zuckerberg says superintelligence is in sight, and when personal superintelligence arrives, context-aware devices like glasses will become our primary computers  —  Over the last few months we have begun to see glimpses of our AI systems improving themselves.  The improvement is slow for now, but undeniable.
More: The Verge, Sonja Drimmer, TechCrunch, Engadget, Financial Times, Business Insider, Decrypt, PYMNTS.com, Sky News, AdExchanger, On my Om, BBC, B&T, The Hollywood Reporter, UPI, Bloomberg, CNN, Neowin, Social Media Today, Entrepreneur, The Register, Faster, Please!, SiliconANGLE, Investor's Business Daily, The Information, Forrester, Variety, Yahoo Finance, Reuters, The Times, The Joy of Tech, Constellation Research, The Verge, Wired, WebProNews, Spyglass, iPhone in Canada, Moneycontrol, Sherwood News, Fox Business, and Financial Times
Bluesky: @tomcoates, @melanc, @trumoi, @sntnl, @thenetho, @willoremus.com, @john-lydon, @sonjadrimmer, @justinhendrix, @hypervisible, @whetmoser.com, @impemboganecue, @adamszym, @rmac, @rmac, @sgwong.com, @gorangligovic, @mattbrown, @lookitup.baby, @explaintrade.com, @bobgurnett.com, @sethrosenthal, @daniloc.xyz, @bryantfrancis.me, @billcorbett, @rincewind.run, @sethpartnow, @edzitron.com, @jb3po, @mdwallach, @prchovanec, @karlbode.com, @edzitron.com, @quinnypig.com, @noupside, @wudang.com, @chickenpuppet.online, @seldo.com, @crashannburn, and @owillis.  Mastodon: @carnage4life@mas.to
Threads: @zuck, @pcalcado, @gruber, and @jacaranda7.  Instagram: Mark Zuckerberg
X: @aiatmeta, @natolambert, @kimmonismus, @joannastern, @tomfgoodwin, @basedbeffjezos, @headinthebox, @pkafka, @amasad, @lexnfx, @jessicalessin, @willdepue, @chatgpt21, @alexandr_wang, @grady_booch, @joannastern, @sjgadler, @jonfavs, @sjgadler, @shakeelhashim, @amasad, @jasteinerman, and @clementdelangue.  Facebook: Mark Zuckerberg
Forums: Hacker News, r/LocalLLaMA, r/dunememes, r/artificial, r/technews, r/technology, r/BetterOffline, r/singularity, and Slashdot
Michael Kan / PCMag:
Mark Zuckerberg says “We'll need to be rigorous about mitigating” the new risks raised by superintelligence and “careful about what we choose to open source”
Meta:
Meta reports Q2 revenue up 22% YoY to $47.5B, vs. $44.8B est., net income up 36% to $18.3B, family DAP up 6% to 3.48B for June 2025; META jumps 10%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2025.
Jonathan Vanian / CNBC:
Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B
Abner Li / 9to5Google:
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections  —  In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
Kif Leswing / CNBC:
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.; QCOM drops 4%+ after hours  —  Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a stronger-than-expected guide for the current quarter.
Google DeepMind:
Google DeepMind unveils AlphaEarth Foundations, an AI model that unifies petabytes of Earth observation data and helps scientists create detailed maps on demand  —  New AI model integrates petabytes of Earth observation data to generate a unified data representation that revolutionizes global mapping and monitoring
Max A. Cherney / Reuters:
Oxide Computer, which provides on-premises cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund  —  Cloud server builder Oxide Computer Company on Wednesday said it has raised $100 million in financing to help the company expand …
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 0.7% YoY to $53.7B, vs. $53.6B est., operating profit down 55% YoY to $3.4B, vs. $3.8B est., with chips operating profit down ~94%  —  Samsung Electronics on Thursday reported a second-quarter operating profit of 4.7 trillion Korean won, missing expectations …
Josh Wingrove / Bloomberg:
In a report, Trump's Working Group on Digital Asset Markets urges regulators to clarify digital asset trading rules and ease adoption of new financial products  —  A group charged by President Donald Trump with recommending policies on crypto markets called on federal regulators to use …
Lucia Moses / Business Insider:
Amazon-backed AI streaming service Showrunner debuts on Thursday, charging users $10 to $40 per month to create their own animated shows or build on others' IP  —  - Fable Studio has gotten funding from Amazon for its AI streaming platform, Showrunner.  — It shared a deck that explains …
Richard Speed / The Register:
Dropbox says it will discontinue Dropbox Passwords, launched in 2020, on October 28 to focus on its core product, and recommends 1Password as a replacement  —  Dropbox has given users of its password manager until the end of October to extract their data before pulling the plug on the service.
Rachel Metz / Bloomberg:
Source: data-labeling startup Surge AI is in talks with a16z, Warburg Pincus, and others to raise $1B in its first funding round at a valuation of at least $25B  —  Surge AI, a leading data-labeling startup, is in talks to raise about $1 billion in its first round of funding at a valuation …
Hannah Wang / South China Morning Post:
Report: Douyin is merging its online shopping and instant delivery platforms, as ByteDance takes on Alibaba, JD.com, and Meituan in China's quick delivery race  —  The company is integrating Douyin Supermarket and Douyin Hourly Delivery, as it strives to strengthen its e-commerce business

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From Mediagazer

Financial Times:
Sources: WBD's board wanted a proposal it could sign immediately, and Netflix was the only bidder whose paperwork was fully executable the night of December 4

Isabella Simonetti / Wall Street Journal:
Vanity Fair and Olivia Nuzzi agree to part ways and let her contract expire at the end of the year, following new allegations about her affair with RFK Jr.

Pamela McClintock / The Hollywood Reporter:
A look at Paramount's culture shift under David Ellison, where the focus is on male-driven action movies, and not on prestige films seen as critics' darlings

More News

Michael Bodley / PitchBook:
Margit Wennmachers, who has shaped a16z's marketing approach since joining in 2010, is stepping down and “graduating” from operating partner to partner emeritus

Earlier Picks

Bloomberg:
Palo Alto Networks agrees to acquire CyberArk Software in a cash-and-stock deal valuing the Israeli cybersecurity company at ~$25B, implying a 26% stock premium
Aisha Malik / TechCrunch:
TikTok adds new safety features, including enhanced parental controls, and publicly launches Footnotes, its Community Notes-like feature, in the US
Belle Lin / Wall Street Journal:
Ramp raised a $500M Series E-2 led by Iconiq Growth at a $22.5B valuation, and says it has 40K+ businesses as clients, with $700M in annualized revenue in March
Taylor Lorenz / User Mag:
Substack apologizes after sending a push notification encouraging some users to subscribe to NatSocToday, a Nazi newsletter advocating for a “White homeland”
Jay Peters / The Verge:
YouTube says videos with strong profanity in the first seven seconds will now be eligible for full monetization, reversing the “limited ad revenue” restriction
Alice Hancock / Financial Times:
Google says it will sign the EU's AI Code of Practice, in a boost to the EU's efforts to regulate AI in the face of Meta's refusal to sign and heavy US pressure
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