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February 4, 2026, 5:01 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Wall Street Journal: |
Software and data stocks plunge over fears that new AI developments will supplant software; ADBE closed down 7.31%, CRM fell 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, Financial Times, Business Standard, Reuters, Bloomberg, Bloomberg, Yahoo Finance, CNBC, Wall Street Journal, Axios, The Straits Times, Paul Kedrosky, CNBC, Bloomberg, Australian Financial Review, Barron's Online, The Times, Semafor, The Irish Times, Sydney Morning Herald, ZeroHedge News, Dow Jones Newswires, and Financial Times
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
| Ian King / Bloomberg: |
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 8%+ — Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors … | 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, Video Games Chronicle, VideoCardz.com, Gameranx, Engadget, 80 Level, TheGamer, PCMag, Kotaku, XDA Developers, and XboxEra. Forums: r/gaming
| Nikkei Asia: |
AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval — Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips
More: Benzinga, Tom's Hardware, Reuters, and Dow Jones Newswires
| Alex Kantrowitz / Big Technology: |
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% from January 2025 to January 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.
More: Livemint, Apptopia, Implicator.ai, MobileSyrup, and Digit
| 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.
More: diginomica
| Sam Reynolds / CoinDesk: |
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison — U.S. prosecutors say the Taiwanese operator of the $105 Million Incognito Market used cryptocurrency and anonymity tools … | 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, VentureBeat, The Verge, Help Net Security, 9to5Mac, MacStories, Digital Trends, The Mac Observer, AppleInsider, Neowin, CNBC, ZDNET, Engadget, iPhone in Canada, Thurrott, Redmond Pie, iClarified, Ars Technica, AppleInsider, MacRumors, and Six Colors
X: @openaidevs, @parkerortolani, @dimillian, @mweinbach, @mweinbach, @rudrank, @dimillian, @rudrank, @krzyzanowskim, @danshipper, @christianselig, @camsoft2000, @dimillian, @mikeyk, @v_pradeilles, and @dimillian
LinkedIn: Tim Sneath, Jerome Bouvard, and Mike Krieger. Bluesky: @george.black. Mastodon: @paul@tapbots.social
Forums: r/iOSProgramming, r/Anthropic, r/iOSProgramming, and r/apple
| Jay Peters / The Verge: |
Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying 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: DEVCLASS, 80 Level, Aftermath, The American Bazaar, PCWorld, PCMag, The Indian Express, and TechCrunch
X: @chikn_nuggit, @culturecrave, @lavenderflamess, @risefallnickbck, @thecomputerclan, @adobe, @freddieelsom, and @tristandavisart
Bluesky: @radiodeadair.com, @thetrin.blacksky.app, @jeanedouardsix, @viridianth, and @blueneumann
Forums: r/adobeanimate and Beehaw
| Financial Times: |
Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department seeks tighter restrictions, delaying its approval — The state department has pushed for close scrutiny before approving export licences — Michael Acton in San Francisco …
More: The Information, Benzinga, Finbold, and AsiaOne
| Bloomberg: |
Sources: Nvidia nears a deal to invest $20B in OpenAI as part of OpenAI's $100B fundraise; the CEOs of both publicly said they are committed to working together — Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar …
More: The Decoder, Bitcoin Insider, Business Standard, Reuters, Channel NewsAsia, CNBC, and Benzinga. Bluesky: @mgsiegler.com
| 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 … | Max Knoblauch / Sherwood News: |
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, above $1.58B, net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO jumps 5%+ — “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, GamesIndustry.biz, GamesBeat, The Verge, Take-Two, Gameranx, PC Gamer, Insider Gaming, Mobilegamer.biz, Sportico, and Reuters
| Bloomberg: |
Source: Anthropic plans an employee tender offer at a $350B+ pre-money valuation, 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 …
More: StrictlyVC
| BBC: |
Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs — Pinterest has sacked two engineers for tracking which workers lost their jobs in a recent round of layoffs.
More: The Guardian
| Jill R Shah / Financial Times: |
Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a “misconception”; sources say Tether's advisers have floated raising as little as $5B — CEO Paolo Ardoino downplays the scale of $185bn stablecoin group's capital raise — Tether's chief executive …
More: CoinDesk, The Crypto Times, Reuters, crypto.news, and Crypto Briefing. Bluesky: @staffordphilip
| Jason Schreier / Bloomberg: |
A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025 — Microsoft's Obsidian Entertainment is searching for ways to make games more quickly and on smaller budgets.
More: Video Games Chronicle, Neowin, PC Gamer, Engadget, Windows Central, Pure Xbox, GamingBolt, Comic Book, TechRaptor, Rock, Paper, Shotgun, Kotaku, TheGamer, Push Square, Tech4Gamers, and KitGuru
Bluesky: @toadsanime.lostincult.co.uk, @jasonschreier, @knoebel, and @jasonschreier
Forums: r/projecteternity, r/rpg_gamers, r/GroundedGame, r/avowed, r/theouterworlds, r/kindafunny, r/gaming, r/PS5, and r/xbox
| David Pan / Bloomberg: |
Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ — Billionaire Michael Novogratz said he remains optimistic even after Galaxy Digital Inc. posted a wider-than-expected loss … | 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.| 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: Business Insider, Moneycontrol, AppleInsider, WinBuzzer, Courthouse News Service, 9to5Mac, and MacTech.com
X: @tolstoybb, @adamscochran, @sama, and @hedgeyecomm
| 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.
More: The Hans India, The Verge, Business Insider, and Digit
X: @sama, @dylanscand, @jasonkwon, and @haydenfield
| Mary Ann Azevedo / Crunchbase News: |
Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY — Global venture funding to fintech startups increased by 27% in 2025 to its highest level in several quarters, boosted by later-stage deals, Crunchbase data shows.| 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, The Guardian, Ofcom, The Register, Sky News, Bloomberg, Silicon UK, BleepingComputer, MediaNama, Social Media Today, One America News Network, Ars Technica, UPI, The Verge, The Standard, Axios, Implicator.ai, Infosecurity, Time, The Independent, The Record, and BBC
Forums: r/unitedkingdom, r/technews, and r/news
| 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: MedCity News, Alaffia, MobiHealthNews, HIT Consultant, FinSMEs, and VC News Daily
| 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 est.; PYPL closed 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, HP, Motley Fool, Barchart.com, CRN, Silicon Valley Business …, UPI, PCMag, Yahoo Finance, Morningstar, Computerworld, San Francisco Business Times, Watcher Guru, Fortune, crypto.news, American Banker, Constellation Research, The Information, CNBC, NDTV Profit, Bloomberg, SiliconANGLE, Wall Street Journal, Financial Times, Reuters, and PayPal Newsroom
X: @davidmarcus, @alifarhat79, @scottew, @didierblessing, @pelositracker, @jeffjohnroberts, @stocksavvyshay, @stocksavvyshay, @economyapp, @morningbrew, @skasriel, @highyieldharry, @nasdaily, @stocksavvyshay, @paypal, @kross_roads, @marcos_galperin, @pitdesi, @trungtphan, @pitdesi, @jimcramer, @hhorsley, @mdudas, @scottew, @scottjduffy, @herodividend, @nejatian, @regulatorynerd, @caro_milanesi, @patrickmoorhead, @dylanonchips, and @jerrycap
| 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: Engadget, Silicon UK, PYMNTS.com, The Verge, BMI, The Information, 9to5Mac, Gizmodo, and Reuters
X: @justiceatr, @leehepner, and @jason_kint
| Michelle Chan / Financial Times: |
Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans — Rare investment-grade rating helps attract insurers and private credit funds to construction debt| 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 …
More: CNBC
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