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July 31, 2025, 1:30 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 …
More: CNBC, Financial Times, SiliconANGLE, Forbes, Microsoft, MediaPost, Proactive, GeekWire, Shacknews, TheDesk.net, Constellation Research, Insider Monkey, ZeroHedge News, Benzinga, and Windows Central
Mastodon: @carnage4life@mas.to. X: @teroterotero, @jbulltard1, @tomwarren, @andrewrsorkin, @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 Straits Times, The Information, Wall Street Journal, and The Hollywood Reporter
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: Neowin, Game Rant, XboxEra, Moneycontrol, Tech4Gamers, Thurrott, Push Square, and Pure Xbox
Forums: r/wallstreetbets, r/xbox, and r/stocks
| 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 … | 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, Associated Press, MacDailyNews, New York Times, CNN, The Register, Anthropic, PYMNTS.com, UPI, The Hill, TechCrunch, HIT Consultant, Townhall, Axios, AppleInsider, Fierce Healthcare, Nextgov/FCW, 9to5Mac, Times of India, Becker's Hospital Review, STAT, Forbes, and Mobi Health News
Bluesky: @hilli.tech. Mastodon: @scribandotcom@mastodon.social. LinkedIn: Frank Harvey. Forums: r/news, r/technews, r/privacy, r/apple, and r/Health
| 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: Sonja Drimmer, The Verge, TechCrunch, Engadget, Financial Times, Business Insider, Decrypt, PYMNTS.com, AdExchanger, BBC, On my Om, B&T, Wired, The Hollywood Reporter, UPI, Bloomberg, CNN, Neowin, Social Media Today, Entrepreneur, The Register, Faster, Please!, SiliconANGLE, Spyglass, Investor's Business Daily, iPhone in Canada, The Information, Forrester, Variety, Yahoo Finance, Reuters, The Times, The Joy of Tech, Constellation Research, The Verge, WebProNews, Inc, Moneycontrol, Sherwood News, Fox Business, and Financial Times
Bluesky: @tomcoates, @melanc, @trumoi, @sntnl, @john-lydon, @thenetho, @willoremus.com, @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
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: |
More: The Decoder, TechCrunch, Tom's Hardware, Engadget, WebProNews, and CNBC
X: @natolambert, @julien_c, and @natolambert
| 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, Shacknews, CNBC, The Wrap, Axios, Forbes, Channel NewsAsia, Wall Street Journal, Miami Herald, Motley Fool, The Information, TVNewsCheck, and Business Insider
Threads: @carnage4life, @lessin, @tookthescenicroute, and @carnage4life
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| Jonathan Vanian / CNBC: |
More: Yahoo Finance, Bloomberg, and ZeroHedge News
| 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
| 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 Keyword, The Verge, Android Headlines, Android Police, How-To Geek, Android Authority, PetaPixel, Android Headlines, Adweek, Biometric Update, and TechCrunch
Mastodon: @maxeddy@infosec.exchange. LinkedIn: Lindsay Madejski. Forums: r/Android, r/privacy, r/google, r/technology, and Slashdot
| 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
More: VentureBeat, The Keyword, Android Police, Google Earth and Earth Engine, Google DeepMind, Google for Developers, Times of India, WebProNews, and Wired
X: @deryatr_, @googleresearch, @giswqs, @bilawalsidhu, @googleearth, @spatialthoughts, @isaaccorley_, @pushmeet, @googledeepmind, @jstnbraaten, @ymatias, @demishassabis, @kimmonismus, and @googleai
Forums: r/singularity, r/MachineLearning, and Slashdot
| 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: |
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
| 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, The White House, The Block, WebProNews, New York Times, The Daily Hodl, Cointelegraph, The Crypto Times, and Wired
| 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, Reuters, Bloomberg, CNBC, and Investor's Business Daily
| 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, WebProNews, Kotaku, Tom's Guide, The A.V. Club, Forbes, and San Francisco Chronicle
Bluesky: @davelee.me, @perednia, @coil, @poorlydrawnarsenal.com, @jessehawken, @elizabethminkel, and @colsonwhitehead.com
X: @usv, @scobleizer, @taherdhanera, and @fablesimulation
Forums: r/YMS, r/Sardonicast, r/PoliticalOptimism, r/ArtistHate, r/technology, and r/television
| 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 … | 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, MarketWatch, The Block, CoinGape, crypto.news, and SiliconANGLE
| 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, WebProNews, 9to5Mac, Engadget, Android Authority, Windows Report, Forbes, PCMag, SlashGear, and Neowin
| 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| Chris Welch / Bloomberg: |
After announcing the $799 Phone 3 in early July, Nothing has been contending with a vocal contingent of fans criticizing the phone's industrial design and price — Earlier this month, buzzy consumer tech startup Nothing thought it was kicking off its transformation from an eccentric gadget brand into something much bigger.
X: @chriswelch
| 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: Reuters, TechCrunch, Cautious Optimism, and SiliconANGLE
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