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February 4, 2026, 7:50 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.
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%
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.
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.
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 …
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 …
Jeff Horwitz / Reuters:
US Senators introduce the bipartisan SCAM Act, a bill requiring social media platforms to verify advertiser identities via government-issued ID or legal docs  —  U.S. Senators Ruben Gallego and Bernie Moreno have introduced anti-scam legislation requiring social media platforms to vet their advertisers.
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 …
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
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 …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 7:50 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

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

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

Mason Leib / ABC News:
An interview with Disney's incoming CEO Josh D'Amaro and Bob Iger on the CEO transition, the company's future, including streaming and embracing AI, and more

More News

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
Jeffrey Dastin / Reuters:
At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect
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
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