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July 31, 2025, 12:00 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 …
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, Engadget, Decrypt, Business Insider, TechCrunch, Financial Times, AdExchanger, 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, Yahoo Finance, TechEBlog, Reuters, Wall Street Pit, The Verge, WebProNews, Moneycontrol, Sherwood News, Fox Business, and Financial Times
Bluesky: @tomcoates, @sonjadrimmer, @melanc, @trumoi, @sntnl, @john-lydon, @thenetho, @willoremus.com, @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/technews, r/technology, r/LocalLLaMA, r/artificial, r/dunememes, 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 …
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 …
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.
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.
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 …
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 …
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
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.

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From Mediagazer

Dan Mangan / CNBC:
Trump files a $10B defamation lawsuit against the BBC in a Florida court, alleging it deceptively doctored his January 6 speech in a Panorama documentary

Alex Weprin / The Hollywood Reporter:
Howard Stern signs a new three-year deal with SiriusXM, after a report earlier this year suggested that his show was about to be canceled

Jacob Savage / Compact:
A writer argues that since 2014, DEI practices led to discrimination against white male millennials for entry-level and mid-level roles in Hollywood and media

More News

Aisha Malik / TechCrunch:
TikTok adds new safety features, including enhanced parental controls, and publicly launches Footnotes, its Community Notes-like feature, in the US
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”

Earlier Picks

Elvira Pollina / Reuters:
Italy opens an investigation into Meta, saying it may have violated EU competition rules by integrating its Meta AI assistant into WhatsApp without user consent
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
Varsha Bansal / Rest of World:
An inside look at ex-unicorn Builder.ai's demise, which oversold its AI platform's abilities and frustrated customers with delivery delays and buggy products
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