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February 4, 2026, 8:15 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
Liz Napolitano / CNBC:
Bitcoin fell below $73,000 on February 3, hitting its lowest price since November 2024, as heavy selling resumes amid mounting geopolitical concerns
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.
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.
Suzanne Vranica / Wall Street Journal:
Anthropic plans a 30-second ad during the Super Bowl parodying the prospect of intrusive ads in AI conversations, and will also air a 60-second pre-game ad  —  Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
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.
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%
More: Apptopia, Implicator.ai, MobileSyrup, and Digit
X: @glenngabe and @nicholasadeleon.  Bluesky: @carnage4life.  Forums: Slashdot
Chris Tapsell / Eurogamer.net:
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features  —  Steven Allison acknowledges some people will always say “F— Epic", as focus finally shifts to player experience.
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 …
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.
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.
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 …
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 …
Rebecca Torrence / Bloomberg:
Resolve AI, which offers autonomous AI agents to monitor source code and infrastructure to resolve 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.
Bloomberg:
Egypt plans to ban Roblox in a bid to curb kids' exposure to potentially harmful online material; the Middle East's most populous nation joins Qatar and Turkey  —  Egyptian regulators moved to ban Roblox Corp.'s gaming platform, as the Middle East's most populous nation says it's making …
Loni Prinsloo / Bloomberg:
Prosus agrees to a multiyear AWS cloud and AI deal that runs into “hundreds of millions of dollars”, as it seeks to expand in Europe, India, and Latin America  —  Prosus NV reached a multi-year cloud and artificial-intelligence deal with an Amazon.com Inc. unit that will consolidate contracts …
More: Tech in Asia
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
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 …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 8:15 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

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

Katie Robertson / New York Times:
NYT reports adding 450K digital subscribers in Q4 and 1.4M in 2025 for 12.78M in total, putting it on a pace to reach its stated goal of 15M by the end of 2027

Ray Schultz / MediaPost:
People Inc. reports Q4 digital revenue up 14% YoY to $355M, total revenue down 2% YoY to $512M, print revenue fell 21% to $168.5M, and ad revenue up 9% to $209M

More News

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
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”

Earlier Picks

Alicia Tang / Bloomberg:
OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness
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
Anu Adegbola / Search Engine Land:
Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies
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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