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February 3, 2026, 10:55 PM
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| Wall Street Journal: |
Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% — From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday
More: Bloomberg, Wall Street Journal, Bloomberg, Bloomberg, Bloomberg, Financial Times, Axios, CNBC, Bloomberg, ZeroHedge News, The Times, Sydney Morning Herald, Barron's Online, Dow Jones Newswires, Paul Kedrosky, The Irish Times, and Australian Financial Review
X: @chris_ciaccia, @lizthomasstrat, @buccocapital, @firstadopter, @thegeorgepu, @kwharrison13, @berman66, @dorialexander, @lisaabramowicz1, @saxena_puru, @jerrycap, @garrytan, @thestalwart, @erikbryn, @ericosiu, @hedgevision, @stevehou, @buccocapital, @cashflow_cowboy, @daniellefong, @andreassteno, @lisaabramowicz1, @kimmonismus, @quantian1, @arthur0x, @8teapi, @thestalwart, @hedgevision, and @byrnehobart. Forums: Hacker News
| Liv McMahon / BBC: |
Paris prosecutors raid X's French offices and summon Elon Musk and Linda Yaccarino to appear at April hearings, in a probe into sexual deepfakes and more — The French offices of Elon Musk's X have been raided by the Paris prosecutor's cyber-crime unit, as part of an investigation …
More: Reuters, Europol, Associated Press, The Guardian, The Register, Moneycontrol, NBC News, Bloomberg, Engadget, Washington Post, Cyber Daily, CNET, Mashable, Business Insider, Sky News, Fox Business, BeInCrypto, Euronews, Decrypt, Social Media Today, WinBuzzer, Futurism, Courthouse News Service, MS NOW, Biometric Update, One America News Network, Cautious Optimism, The Hill, Ars Technica, Tech Brew, Security Boulevard, The European Conservative, Gizmodo, The Record, New York Times, Variety, Wall Street Journal, Deadline, Bloomberg, Politico, and CNN
X: @parquetdeParis, @globalaffairs, @durov, @elonmusk, @rnaudbertrand, @elonmusk, @tatethetalisman, @sbarrettbar, @levelsio, @stokel, @tomtugendhat, @anatolium, @lindayax, @adamscochran, @anammostarac, @prestonjbyrne, @kadmitriev, @nicksortor, @frenchresponse, @kadmitriev, @vxunderground, @curtis_yarvin, @reclaimthenethq, @ariehkovler, @frenchresponse, @frenchresponse, @franceintheus, @repdanielsingh, @gerardaraud, and @burnhamdc
Bluesky: @daphnek, @mrsbettybowers, @daphnek, @bradheath, @phileil, @nazihfares.com, @whodat35, and @malwarejake. Mastodon: @GossiTheDog@cyberplace.social
Forums: Hacker News, r/Fauxmoi, r/NewsSource, r/BoycottUnitedStates, r/artificial, r/BetterOffline, r/worldnews, r/TheMajorityReport, r/somethingiswrong2024, r/europe, r/TrueAnon, r/news, r/Full_news, r/UnderReportedNews, r/inthenews, r/anime_titties, r/Destiny, r/2westerneurope4u, r/worldnews, r/EnoughMuskSpam, and Beehaw
| Financial Times: |
The UK ICO launches a new investigation into X and xAI over “serious concerns” about Grok's data use and “its potential to produce harmful sexualized” content — Tech billionaire and platform's former chief Linda Yaccarino summoned for ‘voluntary interviews’ in April
More: UK ICO, Ofcom, TechCrunch, The Guardian, SiliconANGLE, NewsMax.com, Global News, Euro Weekly News, Proactive, CNN, Wall Street Journal, UPI, and The Verge
Forums: r/unitedkingdom, r/technews, and r/news
| Ian King / Bloomberg: |
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours — Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
More: Advanced Micro Devices, The Register, SiliconANGLE, Thurrott, Constellation Research, and CNBC
| Tom Warren / The Verge: |
On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC — AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
More: GamesBeat, Tom's Hardware, XDA Developers, PCMag, Kotaku, Tech4Gamers, and XboxEra. Forums: r/gaming
| Sarah Perez / TechCrunch: |
Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP — Apple is bringing agentic coding to Xcode. On Tuesday, the company announced the release of Xcode 26.3, which will allow developers to use agentic tools …
More: Apple, Anthropic, The Verge, MacStories, Ars Technica, CNBC, AppleInsider, MacRumors, Digital Trends, iPhone in Canada, Engadget, The Mac Observer, Neowin, AppleInsider, 9to5Mac, Thurrott, VentureBeat, ZDNET, and iClarified
X: @openaidevs, @parkerortolani, @dimillian, @mweinbach, @mweinbach, @rudrank, @dimillian, @rudrank, @krzyzanowskim, @danshipper, @christianselig, @camsoft2000, @dimillian, @mikeyk, @v_pradeilles, and @dimillian
LinkedIn: Mike Krieger, Tim Sneath, and Jerome Bouvard. Bluesky: @george.black. Mastodon: @paul@tapbots.social
Forums: Hacker News, r/apple, r/iOSProgramming, and r/iOSProgramming
| Paige Smith / Bloomberg: |
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3% — PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
More: PayPal Newsroom, PYMNTS.com, HP, Yahoo Finance, UPI, Barchart.com, PCMag, Watcher Guru, Computerworld, Motley Fool, crypto.news, Morningstar, CRN, Fortune, CNBC, Wall Street Journal, Financial Times, Reuters, and PayPal Newsroom
X: @davidmarcus, @alifarhat79, @scottew, @patrickmoorhead, @didierblessing, @pelositracker, @regulatorynerd, @jeffjohnroberts, @stocksavvyshay, @stocksavvyshay, @economyapp, @morningbrew, @skasriel, @caro_milanesi, @dylanonchips, @highyieldharry, @nasdaily, @stocksavvyshay, @paypal, @kross_roads, @marcos_galperin, @jerrycap, @pitdesi, @trungtphan, @pitdesi, @jimcramer, @hhorsley, @mdudas, @scottew, @scottjduffy, @herodividend, and @nejatian
| Rohan Goswami / Semafor: |
Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989 — PayPal on Tuesday said it was booting its CEO and replacing him with its board chair Enrique Lores, sparing no ambiguity as to why … | Max Knoblauch / Sherwood News: |
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours — “Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.
More: Variety, IGN, GamesBeat, The Verge, Take-Two, Push Square, Reuters, Sportico, and Mobilegamer.biz
| Bloomberg: |
Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round — Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar with the matter, marking the chipmaker's single biggest investment in the ChatGPT developer.
More: Reuters, Benzinga, Ars Technica, CNBC, TechRadar, Channel NewsAsia, Gizmodo, ZeroHedge News, and Barchart.com
| Jay Peters / The Verge: |
Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available “indefinitely” — It won't get new features, but it will still be available. … Adobe is no longer planning to discontinue Adobe Animate on March 1st.
More: The American Bazaar, helpx.adobe.com, and TechCrunch
X: @adobe, @culturecrave, @chikn_nuggit, @freddieelsom, @risefallnickbck, @lavenderflamess, @thecomputerclan, and @tristandavisart
Bluesky: @jeanedouardsix, @thetrin.blacksky.app, @blueneumann, @viridianth, and @radiodeadair.com
Forums: r/adobeanimate and r/mildlyinfuriating
| Lee Ying Shan / CNBC: |
KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B — Private equity firm KKR and Singapore Telecommunications will acquire the remaining 82% stake in data center operator ST Telemedia Global Data Centres … | Richard Nieva / Forbes: |
A profile of Sam Altman, who says “we basically have built AGI, or very close to it” before dialing back his claim to “a spiritual statement, not a literal one” — As CEO of OpenAI, the 40-year-old billionaire unleashed ChatGPT, mainstreaming artificial intelligence and creating a $500 billion behemoth.| Madlin Mekelburg / Bloomberg: |
Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting “ephemeral messaging tools” — OpenAI accused Elon Musk's artificial intelligence company of “systematic and intentional destruction” …
More: Moneycontrol, AppleInsider, Bloomberg Law, Courthouse News Service, 9to5Mac, and WinBuzzer
| Brody Ford / Bloomberg: |
Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI — The chief of Salesforce Inc.'s data visualization unit, Tableau, has left the company, raising some concerns on Wall Street about executive churn at the software maker.| Duncan Riley / SiliconANGLE: |
Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital — Agentic artificial intelligence for health plan claims operations startup Alaffia Health Inc. announced today that it has raised $55 million in new funding to accelerate growth …
More: Alaffia, MedCity News, MobiHealthNews, and HIT Consultant
| Bloomberg: |
Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising — Anthropic is working on a deal to let some employees sell shares in the company at a valuation of at least $350 billion … | Bloomberg: |
US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome — A group of states led by Colorado will appeal a federal judge's ruling that imposed only modest limits on Alphabet Inc.'s Google contracts related …
More: PYMNTS.com, Gizmodo, Reuters, 9to5Mac, Engadget, The Verge, The Information, and Reuters
X: @justiceatr, @jason_kint, and @leehepner
| Sebastian Herrera / Wall Street Journal: |
Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% — Microsoft's Pivotal AI Product Is Running Into Big Problems After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race.| Anna Tong / Forbes: |
Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters — The American startup is pitching investors on a $1 billion+ valuation to train a model over a trillion parameters … | Henry Chandonnet / Business Insider: |
Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week — - Grindr is testing a new AI subscription tier called “Edge.” The pilot prices are steep, ranging from $80 to $200 a week.
| Bloomberg: |
Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes — Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet … | Alex Kantrowitz / Big Technology: |
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2% — Google, Grok are gaining ground on ChatGPT as the chatbot market expands. — ∙ Paid — OpenAI's rivals are cutting into ChatGPT's lead.| Alicia Tang / Bloomberg: |
OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness — In December, OpenAI made headlines when it posted a job listing for a “head of preparedness” with an eye-watering base pay range of as much as $555,000 a year.| Variety: |
Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998 — Dana Walden named president and chief creative officer of the company — The Walt Disney Co., after a more than two-year saga …
More: Benzinga, Wall Street Journal, The Hollywood Reporter, Observer, Barron's Online, Fortune, Deadline, Business Insider, The Wrap, Forbes, AppleInsider, NBC News, NPR, Proactive, TV Tech, Los Angeles Times, NBC News, New York Times, Bloomberg, and The Wrap
LinkedIn: Brett Klisch and Seth Brady
Forums: r/boxoffice, r/popculturechat, and r/movies
| Ben Weiss / Fortune: |
Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort — In the latest sign of digital currencies going mainstream, Silicon Valley's most prominent startup incubator will allow …
More: The Block, Blockchain.News, Bitcoin Insider, TechCrunch, and This Week in Fintech
X: @ycombinator, @izqui9, @avicimoney, @simkinstepan, @sternhenri, @ramxbt, @shanaggarwal, @solanafndn, @brian_armstrong, and @nemild. Bluesky: @jayhawkjeff. Forums: Hacker News
| Marina Temkin / TechCrunch: |
Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M — A growing number of people are asking OpenAI's ChatGPT and other LLMs about their health, often discovering that the chatbots provide remarkably useful medical insights.| Anu Adegbola / Search Engine Land: |
Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies — Table of Contents — New marketplace lets publishers set terms, track usage, and get paid when AI systems ground answers in premium, licensed content.
More: The Verge, Microsoft Advertising, Windows Central, and MediaPost
| Luke Kawa / Sherwood News: |
Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours — The AI server company just released its fiscal Q2 results. — Super Micro ComputerSMCI $31.26 (0.20%) just released its fiscal Q2 results:
More: The Register, SiliconANGLE, Supermicro, Yahoo Finance, Reuters, and Bloomberg
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