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February 4, 2026, 5:35 AM
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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
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.
Rebekah Valentine / IGN:
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more  —  We spoke to the game's creator about the journey of the last 10 years, and why he keeps returning to the valley.
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
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.
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 …
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.
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 …
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 …
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.
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 …
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” …
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.
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.
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
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 …
Eleanor Olcott / Financial Times:
An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more  —  Chinese AI pioneer talks about the competition between the technology's two superpowers and why companies need to be more proactive in adopting it

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This is a Techmeme archive page. It shows how the site appeared at 5:35 AM ET, February 4, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

New York Times:
WaPo begins widespread layoffs, cutting into international coverage and more; sources: it is laying off 30% of its employees, including 300+ of 800 journalists

Ruth Marcus / New Yorker:
How Jeff Bezos forced WaPo into severe decline in President Trump's second term, including mass layoffs that seem to transform it into a kind of Politico-lite

Mark Stenberg / Adweek:
Outside Interactive, formerly Outside Media, which pivoted from ads to a recurring revenue model, reports 2025 revenue up 23% YoY to $125M and its first profit

More News

Earlier Picks

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
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
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
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
Eric Berger / Ars Technica:
If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere
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