Techmeme
July 31, 2025, 6:46 AM

Top News

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 …
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 …
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 …
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:
More: Sonja Drimmer, TechCrunch, Silicon Republic, On my Om, Financial Times, Engadget, The Information, New York Magazine, Business Insider, The Stack, Tech in Asia, Forrester, XR Today, Moneycontrol, ComputerWeekly.com, Bloomberg Law, Mobile World Live, The Independent, Deadline, The Indian Express, The Guardian, Sky News, Decrypt, PYMNTS.com, BBC, The Joy of Tech, Wired, Faster, Please!, CNN, Constellation Research, The Hollywood Reporter, Investor's Business Daily, Social Media Today, Variety, The Verge, Moneycontrol, Sherwood News, Fox Business, and Financial Times
Threads: @zuck, @jacaranda7, @gruber, and @pcalcadoInstagram: Mark Zuckerberg
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.
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.
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 …
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 …

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