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January 29, 2026, 6:45 AM
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Microsoft:
Microsoft reports Q2 revenue up 17% YoY to $81.27B, above $80.27B est., net income up 60% YoY to $38.5B, and Microsoft Cloud revenue up 26% YoY to $51.5B  —  Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Reuters:
Microsoft reports Azure Q2 revenue up 39% YoY, above 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which came from 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
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 6%+ pre-market  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Bloomberg:
Meta expects its 2026 capex to be $115B to $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 2020
Russell Brandom / TechCrunch:
In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at “agentic shopping tools”
Kara Carlson / Bloomberg:
Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval  —  Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs …
Financial Times:
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI  —  Elon Musk's electric-car maker invests $2bn in the billionaire's xAI  —  Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Connor Jones / The Register:
Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly  —  The massively hyped agentic personal assistant has security experts wondering why anyone would install it
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.
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
Julie Bort / TechCrunch:
US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks  —  Many in the industry think the winners of the AI model market have already been decided: Big Tech will own it (Google, Meta …
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 …
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 …
Brody Ford / Bloomberg:
IBM reports Q4 revenue up 12% YoY to $19.7B, above $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+  —  International Business Machines Corp. reported quarterly sales that topped analysts' estimates on strong growth for its closely watched software unit.
Sri Muppidi / The Information:
Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round  —  OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI.
Christina Kyriasoglou / Bloomberg:
STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est.  —  STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts' estimates …
Jiahui Huang / Wall Street Journal:
Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles  —  The Zelos-Cainiao robovan fleet is set to top 20,000 vehicles  —  Alibaba's logistics arm is merging its autonomous-driving unit …
More: Reuters and Benzinga
New York Times:
Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump  —  The tech giant is spending $35 million to promote its film about the first lady, far more than is typical for documentaries.

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From Mediagazer

Wall Street Journal:
Sources: Barry Diller expressed interest in buying CNN in H1 2025, before WBD said it would spin off cable networks; a WBD spokesman says CNN is not for sale

Colin Moynihan / New York Times:
A US judge sentences a third person to jail for participating in a murder-for-hire plot, directed by Iran, targeting journalist and activist Masih Alinejad

Charlotte Klein / New York Magazine:
Sources: WaPo CEO Will Lewis floated several plans to make the company profitable again; some efforts failed to pan out, part of a pattern of fits and starts

More News

Earlier Picks

Jonathan Stempel / Reuters:
Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data
Tom Knowles / The Guardian:
The UK's Advertising Standards Authority bans some Coinbase ads, finding them “irresponsible” for suggesting crypto as a solution to the cost of living crisis
Chance Miller / 9to5Mac:
Sebastiaan de With, co-founder of iPhone camera app Halide and who previously freelanced for Apple, says he has joined Apple's Human Interface Design team
Wired:
The US DHS confirms NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people, to CBP and ICE
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