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February 4, 2026, 12:10 AM
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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
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 …
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
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 …
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 …
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 …
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.
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.
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.
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 …
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 …
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 …
Nikkei Asia:
Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B  —  Chipmaker divesting non-core businesses after seeing a loss in 1st 9 months of 2025  —  Renesas' clocks and timing business was formerly part …
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.
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.
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 …
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 …

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This is a Techmeme archive page. It shows how the site appeared at 12:10 AM ET, February 4, 2026.

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From Mediagazer

Ted Johnson / Deadline:
ABC is airing direct appeals to its audience for The View and for stations it owns, asking viewers to comment on FCC actions challenging the show and stations

Jake Kanter / Deadline:
UK ministers are advancing a bill requiring YouTube and TikTok to promote BBC and ITV content, as well as forcing streamers to show big sports events for free

Ben Sisario / New York Times:
Clive Davis, one of music's most powerful executives who guided the careers of Aretha Franklin, Barry Manilow, and Whitney Houston, dies at 94

More News

Earlier Picks

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
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
Cristina Criddle / Financial Times:
Sources: OpenAI is prioritizing ChatGPT over long-term research, prompting senior staff departures; Sora and DALL-E teams felt neglected and under resourced
Arjun Kharpal / CNBC:
Nintendo reports Q3 revenue of ~$5.2B, below $5.45B est., a ~$1.03B net profit, vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026
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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