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January 28, 2026, 9:35 PM
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Meta:
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Bloomberg:
Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs  —  Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Jonathan Vanian / CNBC:
Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020
Microsoft:
Microsoft reports Q2 revenue up 17% YoY to $81.27B, vs. $80.27B est., net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B  —  Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Matt Day / Bloomberg:
Microsoft says Q2 capex hit $37.5B, above $36.2B analyst estimates, amid concerns that it could take longer than expected for its AI investments to pay off  —  Microsoft Corp.'s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns …
Reuters:
Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone
Tom Warren / The Verge:
Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass
Kyle Kucharski / ZDNET:
Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more  —  ZDNET's key takeaways  — Google Chrome is being upgraded with Gemini 3 and a revamped sidepanel UX.
Beth Galetti / About Amazon:
Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025  —  I want to let you know that we're making additional organizational changes across Amazon that will impact some of our teammates.
Dylan Butts / CNBC:
SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity  —  South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused …
Kara Carlson / Bloomberg:
Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval  —  Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs …
Reuters:
Sources: China approved its first batch of Nvidia H200 imports, covering 400K+ chips for ByteDance, Alibaba, and Tencent, during Jensen Huang's visit to China  —  China has given the green light to three of its largest tech companies to buy Nvidia's (NVDA.O) H200 artificial intelligence chips …
Jeff John Roberts / Fortune:
Fidelity Investments announces its own stablecoin, the Fidelity Digital Dollar, or FIDD, available to institutional and retail clients in the coming weeks  —  Fidelity Investments, one of the largest asset managers on the planet, announced on Wednesday it will launch its own stablecoin.
Wired:
DHS reveals that NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people in the field, to CBP  —  Immigration agents have used Mobile Fortify to scan the faces of countless people in the US—including many citizens.
Marie Woolf / Globe and Mail:
Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US  —  Save for later  —  Log in or create a free account to listen to this article.  —  Government officials are in talks …
Carl Zimmer / New York Times:
Google DeepMind researchers unveil AlphaGenome, an AI model trained on molecular data to predict 11 different genomic processes, such as gene splicing  —  AlphaGenome is a leap forward in the ability to study the human blueprint.  But the fine workings of our DNA are still largely a mystery.
Robert McMillan / Wall Street Journal:
Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors  —  Company targets global network employed by hackers that often use devices running in homes of everyday Americans
Chance Miller / 9to5Mac:
Sebastiaan de With, co-founder of the iPhone camera app Halide who previously freelanced for Apple, says he has joined Apple's Human Interface Design team  —  Halide and Lux co-founder and designer Sebastiaan de With announced today that he is joining Apple's human interface design team.
More: MacRumors, The Verge, Engadget, AppleInsider, and The Mac Observer
X: @cultofmac, @mweinbach, and @sdw.  Bluesky: @sdw.  Threads: @sdw.  Mastodon: @[email protected].  Forums: MacRumors Forums
Natalie Lung / Bloomberg:
Toronto-based self-driving truck startup Waabi raised a $750M Series C led by Khosla and G2 and partners with Uber, which can invest $250M based on performance  —  Waabi Innovation Inc., a Canadian startup that develops self-driving technology for trucks, has secured $1 billion in funding …
Barry Schwartz / Search Engine Roundtable:
Following UK CMA's proposals, Google says it is exploring controls to let websites opt out of AI Overviews and AI Mode
Kate Clark / Wall Street Journal:
Flapping Airplanes, an AI research lab “devoted to solving the data efficiency problem”, raised $180M at a $1.5B valuation from GV, Sequoia, Index, and others  —  Flapping Airplanes is one of a wave of new startup research labs drawing intense interest from investors, the latest chapter in the AI race
Jess Weatherbed / The Verge:
Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding  —  Specs will now be launched under... Specs. … Snap is launching a separate business for its upcoming Specs augmented reality glasses …
Anna Tong / Forbes:
Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people  —  OpenAI is quietly building a social network and considering using biometric verification like World's eyeball scanning orb …

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This is a Techmeme archive page. It shows how the site appeared at 9:35 PM ET, January 28, 2026.

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

Wall Street Journal:
Sources: ABC could lose ~$50M in licensing costs to WBD and an estimated $35M in advertising revenue after abruptly pulling the new season of The Bachelorette

Chris Geidner / Law Dork:
A federal judge slows Voice of America return-to-work order and eliminates the March 23 deadline, now ordering 70 people due back each week

Erik Wemple / New York Times:
A district court judge rules in favor of the NYT in its suit challenging rules that limited press access to the Pentagon, citing the First Amendment

More News

Mia Sato / The Verge:
ADL study of Grok, ChatGPT, Llama, Claude, Gemini, and DeepSeek: Grok performed worst at identifying and countering antisemitic content, followed by Llama

Earlier Picks

Tyler Kingkade / NBC News:
Some US college students say they are using AI “humanizer” tools to alter text to avoid cheating accusations; AI detection tools now aim to catch “humanizers”
Abner Li / 9to5Google:
A Google bug report apparently leaks the planned Android desktop interface, showing a taller status bar, a new mouse cursor, Chrome extensions, and more
Casey Newton / Platformer:
A critique of a large UK social media study that suggested measures like social media bans are unlikely to have an effect on teens' long term mental health
Abhijeet Mishra / SamMobile:
Samsung says it will introduce a display feature for the Galaxy S26 series that improves “privacy at a pixel level” to protect users from “shoulder surfing”
Arjun Kharpal / CNBC:
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
Financial Times:
Sources: Elon Musk proposes timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks to raise up to $50B at a ~$1.5T valuation
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