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January 29, 2026, 6:55 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 …
More: Business Today, CNBC, Search Engine Roundtable, Microsoft, Morningstar, Tech in Asia, SiliconANGLE, GeekWire, and Tom's Guide
X: @bdsams, @lagoonlabsmv, @amitisinvesting, @patrickmoorhead, @thetranscript_, @benbajarin, @thetranscript_, @stocksavvyshay, and @satyanadella. LinkedIn: Emil Protalinski. Bluesky: @tomwarren.co.uk
| Todd Bishop / GeekWire: |
LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving it a $20B+ annual run rate; Satya Nadella says LinkedIn paid video ads grew 30% YoY — Remember when everyone said Microsoft overpaid for LinkedIn? Nearly a decade later, the $26.2 billion “overpriced” … | Tom Warren / The Verge: |
More: CNBC, Windows Central, Al Jazeera, 80 Level, Tech4Gamers, Kotaku, Sherwood News, Proactive, Thurrott, ZeroHedge News, and Associated Press
X: @welfare_jbp and @tomwarren
| 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.
More: Finbold, CNBC, DigiTimes, SiliconANGLE, PYMNTS.com, CNBC, Business Insider, Business Insider, Social Media Today, Shacknews, Inc.com, Fortune, Axios, Crypto Briefing, Deadline, TheDesk.net, Forbes, The Wrap, GamesBeat, Variety, and MarketWatch
X: @munster_gene, @jackclarksf, @munster_gene, @munster_gene, @mikeisaac, @pronkdaniel, @richlightshed, @hedgeyecomm, @trishlaostwal, @zastocks, @hedgeyecomm, @mikeisaac, @munster_gene, @neilksethi, @munster_gene, @thetranscript_, @munster_gene, @qcapital2020, @mikeisaac, @mikeisaac, @hernanlopez, @munster_gene, @valuesense_io, and @supbagholder. LinkedIn: Emil Protalinski
Threads: @david_j_doherty and @documentingmeta
| 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.
More: Wall Street Journal, The Guardian, Mobile World Live, TechCentral.ie, Business Today, The Indian Express, Gizmodo, Livemint, CNBC, BBC, Yahoo Finance, Digital Journal, Meta, Reuters, Financial Times, Quartz, Wall Street Journal, Sherwood News, The Mac Observer, and Barron's Online
X: @amitisinvesting, @hedgeyecomm, @ericjhonsa, @mikeisaac, @benitoz, @firstadopter, @thetranscript_, @hedgeyecomm, @hedgeyecomm, @conorsen, @bucketshopcap, @supbagholder, @zerohedge, @mikeisaac, @_josenajarro, @kakashiii111, @aleabitoreddit, @tanayj, @amitisinvesting, @rihardjarc, and @hedgeyecomm. LinkedIn: Kurt Wagner. Bluesky: @conorsen. Threads: @documentingmeta
| Jonathan Vanian / CNBC: |
More: TechCrunch, Engadget, Business Insider, Moneycontrol, Tech in Asia, Android Central, New York Times, and Tom's Guide
X: @thetranscript_, @gwanatu, and @hedgeyecomm
Forums: r/business and r/technology
| Russell Brandom / TechCrunch: |
More: The Verge, Axios, BMI, Tech in Asia, AdExchanger, Adweek, The Motley Fool, MarketWatch, MarketWatch, MarketWatch, Benzinga, Proactive, and Business Insider
| 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 …
More: CNBC, NBC News, Financial Times, Forbes, New Atlas, Inc.com, Associated Press, Automotive News, Electrek, New York Times, Australian Financial Review, San Francisco Business Times, BBC, Implicator.ai, and Axios
X: @marionawfal, @zacksjerryrig, @snazzylabs, @jasondebolt, @mattlinn01, @sircalebhammer, @mkbhd, @sawyermerritt, @tashaark, @itskyleconner, @sawyermerritt, @urgo, @tesla, @elonmusk, @garyblack00, @niccruzpatane, @mikekantorski, @hamids, @briandstone, @sawyermerritt, @bitcodyy, and @tesla_optimus
Bluesky: @pickardje and @mzjacobson
Forums: r/RealTesla, r/cars, r/electricvehicles, r/teslainvestorsclub, r/teslamotors, and r/wallstreetbets
| 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
More: Ars Technica, Gizmodo, BleepingComputer, Pivot to AI, SOC Prime, Digital Trends, and Wired
X: @theonejvo, @theonejvo, @llmjunky, @osmo999, @mattyryze, @mattjay, @theonejvo, @irl_danb, @antoine_moyroud, @morganlinton, @osmo999, @osmo999, @steipete, @theonejvo, and @thedevilops. Bluesky: @campuscodi.risky.biz
| 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.
More: The Keyword, Ars Technica, Wired, MacRumors, Bloomberg, Gizmodo, Search Engine Journal, MediaNama, The Register, Business Today, Moneycontrol, Chrome Unboxed, Blockchain.News, Ukrainian National News, WinBuzzer, The Verge, CNBC, 9to5Google, SiliconANGLE, Android Authority, TechCrunch, and Engadget
X: @google, @_philschmid, @laparisa, @joshwoodward, @glenngabe, @addyosmani, @rosterloh, @krynsky, and @alexeheath
| Dylan Butts / CNBC: |
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand — Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits … | Sam Reynolds / CoinDesk: |
The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership — The agency says issuer approval is required for true tokenized ownership, warning that many stock tokens sold to retail investors provide only indirect or synthetic exposure.| 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
More: Google Cloud Blog, Benzinga, Android Authority, The Hacker News, PYMNTS.com, and Reuters
X: @denisewu, @mandiant, and @googlecloudsec. LinkedIn: Chris Cornillie. Mastodon: @briankrebs@infosec.exchange
| Hannah Lang / Reuters: |
Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors — The White House on Monday will meet with executives from the banking and cryptocurrency industries to discuss a path forward …
More: Bloomberg, Tech in Asia, BeInCrypto, Reuters, Cryptonews, Cointelegraph, and The Crypto Times
| 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 …
More: The Information, Digit, CoinGape, Cointelegraph, crypto.news, CoinDesk, Crypto Briefing, BeInCrypto, The Block, and The Defiant
X: @brij, @caro_milanesi, @forbes, and @annatonger
| 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 …
More: Arcee AI and Interconnects AI
X: @arcee_ai, @latkins, @theonejvo, @scaling01, @sasurobert, @kalomaze, @cailen, @beffjezos, @natolambert, and @juddrosenblatt. LinkedIn: Mark McQuade. Bluesky: @prietschka
Forums: Hacker News and r/LocalLLaMA
| 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.| Saritha Rai / Bloomberg: |
DeepSeek job listings show it hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents — DeepSeek is looking to broaden its AI offerings with new artificial intelligence search features and more emphasis on agents … | 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 …
More: Benzinga, Wall Street Journal, and STMicroelectronics
| 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, Tech in Asia, 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.
More: NPR and The Hollywood Gossip
X: @tomsteyer, @ronfilipkowski, @repjackkimble, @glen_mcgregor, @bruce_arthur, @covie_93, @jayblackisfunny, @nategilbert, @bmeiselas, @bmeiselas, @travisakers, @oldfriend99, @hearinladotcom, @sundaedivine, and @jeff__benjamin. Bluesky: @bmeiselas. Forums: r/boxoffice
| Bloomberg: |
SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+ — SAP SE shares fell the most in more than five years as current cloud backlog in the fourth quarter slipped …
More: Constellation Research, Financial Times, Benzinga, Dow Jones Newswires, CNBC, SAP SE, Reuters, and diginomica
| Momoka Yokoyama / Bloomberg: |
Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B — Advantest Corp. shares jumped as much as 14% to a record high after the company beat earnings estimates and raised its forecast.
More: CNBC and Advantest Corporation
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