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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

Deadline:
At a US Senate hearing, Netflix Co-CEO Ted Sarandos committed to a 45-day theatrical window and discussed a meeting with Trump, YouTube, residuals, and more

Rick Porter / The Hollywood Reporter:
CBS pulls a 60 Minutes segment with contributor Peter Attia that was set to re-air after the Super Bowl, as Attia's name appears ~1,700 times in Epstein docs

Kevin Stanley / Press Gazette:
An internal email indicates the BBC plans to shut down its central regional investigations unit, launched in 2022, as part of new cuts to BBC Local

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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