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July 31, 2025, 11:10 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 5%+  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
CNBC:
Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after its stock jumped 5%+ on better-than-expected results  —  The $4 trillion club has a second member.  —  Microsoft shares climbed more than 5% Thursday following a better-than-expected earnings report …
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.
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%
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. …
Sean Michael Kerner / VentureBeat:
Stack Overflow survey: 84% of developers use or plan to use AI tools in their workflow, up from 76% in 2024, and 33% trust AI accuracy, down from 43% in 2024  —  More developers than ever before are using AI tools to both assist and generate code.  —  While enterprise AI adoption accelerates …
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.
CNBC:
Meta's Reality Labs Q2: revenue up 5% YoY to $370M, vs. $381M est., and a $4.53B operating loss, vs. $4.99B est.; Reality Labs has lost nearly $70B since 2020  —  Meta's Reality Labs, the unit tasked with building the futuristic metaverse, continues bleeding money.
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
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%+
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
Sankalp Phartiyal / Bloomberg:
iPhone exports to the US from India are currently exempt from Trump's latest 25% tariffs on India; India now accounts for 20%+ of global iPhone production  —  Apple Inc.'s iPhone exports to the US from India will remain untouched by President Donald Trump's latest 25% tariffs on the South Asian nation, for now.
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.
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 …
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:
How AI has transformed data center design, with concerns about overspending on AI infrastructure, sparked by DeepSeek, fading amid the ongoing building frenzy  —  The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed
Bloomberg:
Sources: Klarna is considering reviving its potential NY IPO as soon as September, after earlier putting plans on hold amid market turbulence due to tariffs  —  Klarna Group Plc is considering reviving its potential New York initial public offering as soon as September, people familiar with the matter said …
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.  —  Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a stronger-than-expected guide for the current quarter.
Yogita Khatri / The Block:
Stable, which is building a new Layer 1 blockchain for stablecoins, raised a $28M seed co-led by Bitfinex and Hack VC  —  - Stable has raised $28 million in a seed round co-led by Bitfinex and Hack VC to build a Tether-focused Layer 1 blockchain for payments.
More: FinSMEs and CoinDesk
Reuters:
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips  —  China's cyberspace regulator said it has asked U.S. semiconductor maker Nvidia (NVDA.O) to explain whether its H20 artificial intelligence chips …

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This is a Techmeme archive page. It shows how the site appeared at 11:10 AM ET, July 31, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Brian Stelter / CNN:
Filing: Paramount and state AGs agree to freeze the WBD merger until an antitrust trial occurs or until June 2027; a preliminary injunction hearing is canceled

Alyssa Ray / The Wrap:
At the rescheduled WHCA dinner, Trump praised the press corps' response to the April shooting before insulting journalists and celebrities who criticized him

Michael Birnbaum / Washington Post:
Trump says he supports subpoenaing reporters in leak probes and that reporters should be forced to reveal the source of the leaked SCOTUS ruling overturning Roe

More News

Earlier Picks

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
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
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
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