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February 4, 2026, 6:40 PM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
More: New York Times, Reuters, TechCrunch, The Verge, Thurrott, Bloomberg, 9to5Google, Constellation Research, Android Central, Yahoo Finance, Shacknews, Reuters, Search Engine Roundtable, and CNBC
X: @sundarpichai, @zeffmax, @thetranscript_, @munster_gene, @samsheffer, @joecarlsonshow, @rustybrick, @bushwoodcap, and @stocksavvyshay. LinkedIn: Emil Protalinski. Threads: @david_j_doherty
| Stephen Morris / Financial Times: |
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago — Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
More: Quartz, Business Insider, and Investor's Business Daily
X: @zeffmax, @bespokeinvest, and @qualityinvest5
| Todd Spangler / Variety: |
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions” — Ad revenue hit record $11.38 billion in Q4 but fell short of Wall Street expectations| Anthropic: |
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers — There are many good places for advertising. A conversation with Claude is not one of them.
More: The Verge, Ars Technica, MacRumors, The Register, Observer, campaignlive.com, The Deep View, Quartz, San Francisco Chronicle, Crypto Briefing, MediaPost, iPhone in Canada, Limited Edition Jonathan, CNBC, Business Today, The Decoder, Sherwood News, The Drum, Cautious Optimism, Search Engine Land, Axios, CNET, and Engadget
X: @mikeisaac, @neil_chilson, @presidentlin, @packym, @luke_metro, @miles_brundage, @loudmouthjulia, @zephyr_z9, @loudmouthjulia, @sashadem, @andrewcurran_, @dseetharaman, @mjreard, @highyieldharry, @cryps1s, @iodave, @bdsams, @morqon, @jasminecoded_, @adamghaida, @chowdhuryneil, @claudeai, @dimitrispapail, @loudmouthjulia, @madalinabalazs, @andymasley, @sammcallister, @tekbog, @kimmonismus, @dwr, @netcapgirl, @protagorasto, @dejavucoder, @tszzl, @varunram, @gabriel1, @can, @dylanmcd8, @parkerortolani, @kylebrussell, @jerrycap, and @8teapi. LinkedIn: Gabriel Nicholas
Bluesky: @harri, @emilprotalinski, and @peark.es
Forums: Hacker News, r/ClaudeAI, r/singularity, Slashdot, and Ars OpenForum
| Suzanne Vranica / Wall Street Journal: |
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad — Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
More: YouTube, Anthropic on YouTube, TechCrunch, Business Insider, The San Francisco Standard, Neowin, Anthropic on YouTube, Sports Business Journal, PCMag, New York Post, MediaPost, Ad Age, Syracuse Post-Standard, The Verge, Adweek, The Mac Observer, Business Insider, Anthropic on YouTube, Destructoid, ABC News, Creative Salon, 9to5Mac, Mashable, and Semafor
X: @claudeai, @kate_rouch, @lachlan, @pitdesi, @tomwarren, @boazbaraktcs, @signulll, and @zeffmax
Forums: r/ClaudeAI, r/singularity, and r/Anthropic
| Sam Altman / @sama: |
More: Ad Age, Decrypt, The Verge, Forbes, Financial Times, Android Headlines, and Mashable
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.| Connor Hart / Wall Street Journal: |
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ — Ride-hailing company's quarterly profit falls on hefty charge — Uber Technologies fourth-quarter profit fell …
More: Uber, PYMNTS.com, Proactive, Financial Times, US consumer Feed, CFO Dive, and Reuters
| Natalie Lung / Bloomberg: |
More: Morningstar, Motley Fool, Blockonomi, Business Insider, Sherwood News, Dow Jones Newswires, Silicon Republic, Yahoo Finance, and The Autopian. Forums: r/SelfDrivingCars
| Ram Iyer / TechCrunch: |
| The Information: |
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon — As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement … | Jennifer Pattison Tuohy / The Verge: |
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users — Amazon's revamped AI-powered assistant is now available to everyone in the US, with new tiers that include a free option for non-Prime users.
More: About Amazon, MacRumors, TechCrunch, CNBC, XDA Developers, Android Headlines, Android Authority, Fast Company, Barchart.com, Proactive, 9to5Toys, Tom's Guide, PCMag, Neowin, Engadget, iClarified, Mashable, Bloomberg, How-To Geek, PCWorld, GeekWire, AppleInsider, 9to5Mac, Digital Trends, and Thurrott
| Kate Clark / Wall Street Journal: |
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR — The startup is increasingly joining with creative stars and expanding its work with business customers
More: SiliconANGLE, The Times, Observer, Tech Funding News, Lightspeed Venture Partners, Blockchain.News, PYMNTS.com, MobiHealthNews, Bloomberg, Tech.eu, Reuters, and TechCrunch
X: @matiii, @lightspeedvp, @kirbyman01, @dee_naliaks, @andrew__reed, @elevenlabsio, @n__deborah, @elevenlabsio, @alexisohanian, @elevenlabsio, @matt_elevenlabs, @aftahi_ai, @peterkyle, @thechangj, @carles_reina, @elevenlabsio, @lukeharries, and @elevenlabsio
LinkedIn: David Lu and Kate Clark
| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The GitHub Blog, The New Stack, The GitHub Blog, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, Bloomberg, CRN, GeekWire, Business Insider, The Information, Thurrott, and The Verge
| Ian King / Bloomberg: |
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too — AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.
More: PYMNTS.com, Cerebras, The Information, Axios, and Reuters
X: @cicatelligiusep, @cerebras, and @andrewbenson
| Nick Turner / Bloomberg: |
Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap — Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. for about $7.5 billion …
More: Texas Instruments, Boston Herald, Proactive, Fierce Sensors, Reuters, eWeek, Dallas Morning News, The Stack, Barron's Online, Austin Business Journal, Investor's Business Daily, DatacenterDynamics, Axios, Motley Fool, Austin American-Statesman, Wall Street Journal, Pulse 2.0, Dallas Business Journal, Techstrong IT, and Hackster
| 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.| Brody Ford / Bloomberg: |
Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas — Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.| Sabrina Ortiz / The Deep View: |
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license — AI assistants are going voice-first, and Mistral AI just launched its models to compete. — On Wednesday, the French AI startup …
More: Mistral AI, Simon Willison's Weblog, VentureBeat, and Wired
| 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 …
More: US Department of Justice, The Verge, The Record, Security Affairs, Coinspeaker, Cryptonews, and BleepingComputer. X: @sdnynews
| Michael J. de la Merced / New York Times: |
Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation — The year-old company, founded by veterans of the autonomous vehicle business Waymo, is seeking to automate excavators and other building equipment.| Rebecca Torrence / Bloomberg: |
Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address outages, raised $125M led by Lightspeed at a $1B valuation — Resolve AI, a startup building AI agents to find and fix problems in live software systems, just hit a $1 billion valuation in a new funding round.
More: TechCrunch, Resolve AI, and FinSMEs
| Jill R Shah / Financial Times: |
Tether CEO Paolo Ardoino says Tether's target of raising $15B to $20B was 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
More: The Coin Republic, CryptoPotato, Bitcoin Insider, NewsBTC, Yahoo Finance, and Decrypt. Bluesky: @staffordphilip
| Jyoti Mann / The Information: |
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.
X: @jyoti_mann1, @negligible_cap, @sgtpeppercap, and @jyoti_mann1
| Coco Liu / Bloomberg: |
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M — Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain.| Simon Sharwood / The Register: |
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, offering users the AI agent platform as a service; many OpenClaw users run it on a Mac mini — As analyst house Gartner declares AI tool ‘comes with unacceptable cybersecurity risk’ and urges admins to snuff it out
More: Rest of World, Security Boulevard, Implicator.ai, and Notebookcheck
| Leo Schwartz / Fortune: |
TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation — When TRM Labs cofounders Esteban Castaño and Rahul Raina moved to San Francisco in 2018 to create a startup, their mentors told … Sponsor Posts
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