Techmeme
January 28, 2026, 5:40 PM

Top News

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.
Riley Griffin / 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 robust advertising business, which boosted its current-quarter outlook above estimates, is making it possible …
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  —  Meta's efforts to create the digital worlds known as the metaverse continue to be costly.  —  The company reported fourth …
Microsoft:
Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, 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 …
Reuters:
Tom Warren / The Verge:
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.
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.
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 …
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.
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 …
Mark Gurman / Bloomberg:
Memo: Tim Cook told Apple staff that he is “heartbroken by the events in Minneapolis”, calls for a “deescalation”, and says he discussed it with President Trump  —  Apple Inc. Chief Executive Officer Tim Cook became the latest executive to weigh in on the killing …
Barry Schwartz / Search Engine Roundtable:
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
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”  —  Samsung has confirmed that the Galaxy S26 series will introduce a new display feature designed to improve privacy when using your phone in public.
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  —  ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
Sarah Jacob / Bloomberg:
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 …
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 …
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  —  A Google bug report on the Chromium Issue Tracker today has inadvertently leaked the Android desktop interface for the first time.
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.
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  —  Celestial calendar meets high finance, as billionaire's personal impulses shape plans to raise $50bn in record listing
Mia Sato / The Verge:
ADL study of Grok, ChatGPT, Llama, Claude, Gemini, and DeepSeek: Grok performed worst at identifying and countering antisemitic content, while Claude was best  —  The Anti-Defamation League fed chatbots a series of antisemitic tropes — Grok was most likely to accept them.
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”  —  Students are taking new measures, such as dumbing down their work, spying on themselves and using AI …
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  —  The “moral panic” framing misses how platforms actually harm kids.  PLUS: Newsom investigates TikTok over Trump, and the Clawdbot frenzy

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