| 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 — The $4 trillion club has a second member, at least based on after-hours trading. — Following a better-than-expected earnings report … | Tom Warren / The Verge: |
| 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. … | 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: |
| 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's CEO says developing superintelligent AI is ‘now in sight.’ But it won't be open source like Llama … | Mark Zuckerberg / Meta: |
| 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 … | Annie Palmer / CNBC: |
Trump signs an EO ending the de minimis exemption for packages worth $800 or less from all countries, after shuttering the loophole for goods from China in May — President Donald Trump on Wednesday signed an executive order ending the de minimis trade loophole for low-value packages shipped from all countries.| 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 … | 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| Bloomberg: |
OpenAI launches Stargate Norway, the first Stargate-branded initiative in Europe, to build a 230MW data center owned by a joint venture between Nscale and Aker — OpenAI has agreed to be an anchor customer for a new data center in Norway, the first European site for the artificial intelligence company's Stargate infrastructure effort.| 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.| 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.| 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.| Max A. Cherney / Reuters: |
| 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 … | 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.| 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 … | 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.| Catarina Demony / Reuters: |
UK's Ofcom launches probes into four companies, which collectively run 34 pornography sites, to assess if they have “highly effective” age verification checks — Britain's media regulator on Thursday launched investigations into the compliance of four companies …
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