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July 30, 2025, 11:35 PM
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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 …
More: CNBC, Financial Times, SiliconANGLE, Microsoft, Forbes, Windows Central, MediaPost, Proactive, GeekWire, Shacknews, TheDesk.net, Constellation Research, Insider Monkey, ZeroHedge News, and Benzinga
Mastodon: @carnage4life@mas.to. X: @andrewrsorkin, @teroterotero, @jbulltard1, @tomwarren, @jc_paretsx, @ericjhonsa, @patrickmoorhead, and @tomwarren. LinkedIn: Emil Protalinski
| 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 …
More: PYMNTS.com, Reuters, The Times, The Hollywood Reporter, The Straits Times, The Information, GeekWire, and Wall Street Journal
X: @benbajarin, @rihardjarc, and @mattmday
| 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.
More: Moneycontrol, Neowin, Thurrott, Game Rant, Push Square, XboxEra, Tech4Gamers, and Pure Xbox
Forums: r/wallstreetbets, r/xbox, and r/stocks
| 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, Engadget, Decrypt, Business Insider, AdExchanger, TechCrunch, Financial Times, The Information, The Joy of Tech, B&T, Wired, Bloomberg, CNBC, The Times, The Hollywood Reporter, UPI, CNN, Neowin, Adweek, Social Media Today, Inc, Entrepreneur, The Register, Faster, Please!, Futurism, SiliconANGLE, Spyglass, Investor's Business Daily, iPhone in Canada, Forrester, Variety, Mashable, The Economic Times, Yahoo Finance, TechEBlog, Reuters, Wall Street Pit, The Verge, WebProNews, Implicator.ai, Moneycontrol, Sherwood News, Fox Business, and Financial Times
Bluesky: @tomcoates, @sonjadrimmer, @justinhendrix, @melanc, @trumoi, @sntnl, @john-lydon, @thenetho, @willoremus.com, @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
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/technews, r/technology, r/LocalLLaMA, r/artificial, r/dunememes, r/BetterOffline, r/singularity, and Slashdot
| Michael Kan / PCMag: |
More: BBC, The Decoder, Engadget, TechCrunch, Tom's Hardware, WebProNews, and CNBC
X: @natolambert, @julien_c, and @natolambert
| 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. …
More: CMS, Associated Press, CMS, New York Times, Associated Press, The Register, PYMNTS.com, MacDailyNews, CNN, 9to5Mac, UPI, Anthropic, Times of India, Forbes, The Hill, TechCrunch, Mobi Health News, HIT Consultant, Townhall, Axios, AppleInsider, Fierce Healthcare, STAT, Becker's Hospital Review, and Nextgov/FCW
Bluesky: @hilli.tech. Mastodon: @scribandotcom@mastodon.social. LinkedIn: Frank Harvey. Forums: r/privacy, r/technews, r/apple, and r/Health
| 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.
More: SiliconANGLE, CNBC, Shacknews, Miami Herald, The Wrap, Axios, Forbes, Channel NewsAsia, Wall Street Journal, Motley Fool, The Information, Constellation Research, TVNewsCheck, and Business Insider
Threads: @carnage4life, @lessin, @tookthescenicroute, and @carnage4life
X: @supbagholder, @munster_gene, @trungtphan, @edludlow, @crazyfenaker, @munster_gene, @munster_gene, @rihardjarc, @alexeheath, @qcapital2020, @munster_gene, @munster_gene, @morqon, @jpatrades, @thetachungus, @rihardjarc, @munster_gene, @loudmouthjulia, @0xgaut, @realjimchanos, @ericjhonsa, @geiger_capital, @buccocapital, @mikeisaac, @firstadopter, and @thetranscript_. LinkedIn: Emil Protalinski. Forums: r/stocks
| Jonathan Vanian / CNBC: |
More: Yahoo Finance, Bloomberg, and ZeroHedge News
| 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.
More: The Verge, The Keyword, Android Headlines, Android Police, How-To Geek, Android Authority, Biometric Update, PetaPixel, Android Headlines, Adweek, and TechCrunch
Mastodon: @maxeddy@infosec.exchange. LinkedIn: Lindsay Madejski. Forums: r/Android, r/privacy, r/google, and r/technology
| 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.| Jordan Novet / CNBC: |
Figma priced its US IPO at $33 per share, above its expected range of $30 to $32, raising $1.2B in the offering and valuing the company at $19.3B — Figma, the developer of design software that was supposed to get acquired by Adobe, priced its IPO on Wednesday at $33 per share, above its expected range.| 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 …
More: CoinDesk, CoinDesk, The White House, The Block, WebProNews, Cointelegraph, CoinGape, New York Times, The Daily Hodl, The Crypto Times, and Wired
| Ian King / Bloomberg: |
Arm reports Q1 revenue up 12% YoY to $1.05B, royalty revenue up 25% YoY to $585M, vs. $595M est., and forecasts Q2 profit below est.; ARM drops 8%+ after hours — Arm Holdings Plc, which provides the most widely used technology in computing chips, gave a lower-than-expected profit forecast …
More: SiliconANGLE, Reuters, Arm, MarketWatch, and CNBC
| 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 …
More: Oxide Computer Company, SiliconANGLE, and Oxide
X: @bcantrill, @ianrountree, @jonmasters, @lenjaminbeonard, @bcantrill, @oxidecomputer, @adamhjk, @sethwinterroth, and @sudomateo
LinkedIn: Bryan Cantrill, Will Coffield, and Steve Tuck
Forums: Hacker News and Lobsters
| Natalie Weger / Wall Street Journal: |
eBay reports Q2 revenue up 6% YoY to $2.73B, vs. $2.64B est., gross merchandise volume up 6% to $19.5B, net income up 64% to $368M; EBAY jumps 10%+ after hours — Adjusted earnings per share of $1.37 were ahead of analysts' estimates of $1.30 — EBay logged higher profit and revenue …
More: Yahoo Finance, CNBC, Reuters, and Bloomberg
| 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 …
More: Variety, The Wrap, San Francisco Chronicle, WebProNews, Kotaku, Tom's Guide, and Forbes
Bluesky: @colsonwhitehead.com, @davelee.me, @perednia, @coil, @poorlydrawnarsenal.com, @jessehawken, and @elizabethminkel
X: @usv, @scobleizer, @taherdhanera, and @fablesimulation
Forums: r/YMS, r/technology, r/Sardonicast, r/television, r/PoliticalOptimism, and r/ArtistHate
| 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 — Palo Alto Networks Inc. agreed to buy CyberArk Software Ltd. in a cash-and-stock deal valuing the Israeli cybersecurity company at about $25 billion.
More: Palo Alto Networks, The Information, Investor's Business Daily, Tech Times, The Fast Mode, Cybersecurity Dive, Associated Press, Pulse 2.0, PaymentSecurity.io, Yahoo Finance, TechCrunch, The Record, Washington Technology, and Wall Street Journal
X: @laurenthomas, @edsim, @paloaltontwks, @divestech, @divestech, @rekdt, @bloombergtv, @bettersafetynet, and @israelinusa. Forums: r/CyberARk
| 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.
More: Dropbox Help Center, How-To Geek, TechRadar, WebProNews, Ghacks, Windows Report, WebProNews, 9to5Mac, Engadget, Android Authority, Forbes, PCMag, SlashGear, and Neowin
| MacKenzie Sigalos / CNBC: |
Robinhood reports Q2 revenue up 45% YoY to $989M, vs. $908M est., net income up 105% YoY to $386M, and funded customers up 10% YoY to 26.5M, vs. 26.1M est. — Robinhood beat Wall Street expectations for the second quarter Wednesday, extending a hot streak that has made it the best-performing large-cap U.S. tech stock this year.
More: Bloomberg, Robinhood, crypto.news, MarketWatch, The Block, CoinGape, and SiliconANGLE
| 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 — Startup raises $500 million to further develop AI-based agents, CEO says — Ramp, a startup that uses artificial intelligence …
More: Ramp, Payments Dive, Reuters, TechCrunch, PhocusWire, and SiliconANGLE
X: @eglyman. LinkedIn: Calvin Lin, Alua Telemtayeva, Jesse Jacobs, Eve W., Sam Kellard, Max Freeman, and Grant Martin
| 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 … | Paige Smith / Bloomberg: |
JPMorgan Chase and Coinbase signed a deal to directly link customers' bank accounts to their cryptocurrency wallets, with the feature expected to launch in 2026 — JPMorgan Chase & Co. and Coinbase Global Inc. signed an agreement to directly link customers' bank accounts to their cryptocurrency wallets …
More: Coinbase, PYMNTS.com, Bitcoin Insider, The Daily Hodl, crypto.news, The Crypto Basic, Fast Company, Blockchain.News, The Information, CoinDesk, Yahoo Finance, Benzinga, and Coinspeaker
LinkedIn: Reilly Combs and Mark Troianovski
| Anthony Hughes / Bloomberg: |
Austin-based Ambiq Micro closed up ~61% in its NYSE debut, after raising $96M in an upsized IPO, giving the maker of ultra-low power chips a $680M market value — Ambiq Micro Inc. shares rose 61% in their first trading day, after the maker of ultra-low power semiconductors …
More: TechCrunch, Cautious Optimism, and SiliconANGLE
| 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 — Andreessen Horowitz's Margit Wennmachers is “graduating” to emeritus partner, she announced on Wednesday.
X: @lulumeservey, @garrytan, @vijaypande, @shervin, @drfeifei, @garcegarce, @bouazizalex, @rexsalisbury, @astrange, @aleximm, @stevesi, @pmarca, @wennmachers, @bhorowitz, and @katiebaynes. LinkedIn: Margit Wennmachers
| Sri Muppidi / The Information: |
Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B — OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in annualized revenue, according to a person who spoke to OpenAI executives.| Financial Times: |
Sources: Revolut considers acquiring a US bank to get an American banking license and start lending in the US, a faster route than applying for its own permit — Acquisition would be faster route for fintech to start lending in US than applying for permit of its own
More: PaymentsJournal and Finextra
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