|
February 4, 2026, 1:55 AM
|
Mediagazer
memeorandum
WeSmirchTop News
| 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
More: Bloomberg, Bloomberg, Bloomberg, Bloomberg, Wall Street Journal, The Times, Axios, Barron's Online, Paul Kedrosky, CNBC, Australian Financial Review, Bloomberg, The Irish Times, Sydney Morning Herald, Semafor, ZeroHedge News, Dow Jones Newswires, and Financial Times
X: @chris_ciaccia, @lizthomasstrat, @buccocapital, @firstadopter, @thegeorgepu, @kwharrison13, @berman66, @dorialexander, @lisaabramowicz1, @saxena_puru, @jerrycap, @garrytan, @thestalwart, @erikbryn, @ericosiu, @hedgevision, @stevehou, @buccocapital, @cashflow_cowboy, @daniellefong, @andreassteno, @lisaabramowicz1, @kimmonismus, @quantian1, @arthur0x, @8teapi, @thestalwart, @hedgevision, and @byrnehobart. Forums: Hacker News
| 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 … | 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.
More: GamesBeat, Video Games Chronicle, Engadget, Tom's Hardware, TheGamer, PCMag, Kotaku, XDA Developers, Tech4Gamers, and XboxEra. Forums: r/gaming
| Nikkei Asia: |
AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval — Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips
More: Reuters and Tom's Hardware
| 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 …
More: Apple, Anthropic, VentureBeat, The Verge, 9to5Mac, MacStories, CNBC, Digital Trends, Engadget, The Mac Observer, Neowin, AppleInsider, ZDNET, iPhone in Canada, Thurrott, iClarified, Ars Technica, AppleInsider, MacRumors, and Six Colors
X: @openaidevs, @parkerortolani, @dimillian, @mweinbach, @mweinbach, @rudrank, @dimillian, @rudrank, @krzyzanowskim, @danshipper, @christianselig, @camsoft2000, @dimillian, @mikeyk, @v_pradeilles, and @dimillian
LinkedIn: Mike Krieger, Tim Sneath, and Jerome Bouvard. Bluesky: @george.black. Mastodon: @paul@tapbots.social
Forums: Hacker News, r/iOSProgramming, r/Anthropic, r/iOSProgramming, and r/apple
| Sebastian Herrera / Wall Street Journal: |
Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% — Microsoft's Pivotal AI Product Is Running Into Big Problems After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race.| Alex Kantrowitz / Big Technology: |
| 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
More: UK ICO, Ofcom, TechCrunch, The Guardian, BleepingComputer, SiliconANGLE, Euro Weekly News, CNN, Global News, Proactive, NewsMax.com, and The Verge
Forums: r/unitedkingdom, r/technews, and r/news
| Liv McMahon / BBC: |
More: Reuters, Europol, Associated Press, The Guardian, The Register, NBC News, Bloomberg, Moneycontrol, Engadget, Washington Post, Sky News, Mashable, Business Insider, Cyber Daily, Decrypt, Courthouse News Service, BeInCrypto, Social Media Today, CNET, One America News Network, Ars Technica, Tech Brew, MS NOW, Euronews, WinBuzzer, Futurism, Biometric Update, Fox Business, Cautious Optimism, The Hill, The Record, New York Times, Variety, Wall Street Journal, Deadline, Bloomberg, Politico, and CNN
X: @parquetdeParis, @globalaffairs, @durov, @elonmusk, @rnaudbertrand, @elonmusk, @tatethetalisman, @sbarrettbar, @levelsio, @tomtugendhat, @anatolium, @lindayax, @adamscochran, @anammostarac, @prestonjbyrne, @nicksortor, @frenchresponse, @vxunderground, @curtis_yarvin, @reclaimthenethq, @frenchresponse, @frenchresponse, @franceintheus, @repdanielsingh, @gerardaraud, @burnhamdc, @stokel, @ariehkovler, @kadmitriev, @kadmitriev, and @globalaffairs
Bluesky: @mrsbettybowers, @daphnek, @daphnek, @bradheath, @phileil, @nazihfares.com, @whodat35, and @malwarejake. Mastodon: @GossiTheDog@cyberplace.social
Forums: Hacker News, r/Fauxmoi, r/ABoringDystopia, r/PoliticalOptimism, r/BoycottUnitedStates, r/NewsSource, r/artificial, r/BetterOffline, r/worldnews, r/TheMajorityReport, r/somethingiswrong2024, r/europe, r/TrueAnon, r/news, r/Full_news, r/UnderReportedNews, r/inthenews, r/anime_titties, r/Destiny, r/2westerneurope4u, r/worldnews, r/EnoughMuskSpam, and Beehaw
| 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 …
More: PayPal Newsroom, PYMNTS.com, HP, MarketWatch, Barchart.com, Motley Fool, CRN, UPI, PCMag, Yahoo Finance, Morningstar, Computerworld, Silicon Valley Business …, Watcher Guru, Fortune, crypto.news, Wall Street Journal, Financial Times, Reuters, and PayPal Newsroom
X: @davidmarcus, @alifarhat79, @scottew, @patrickmoorhead, @didierblessing, @pelositracker, @regulatorynerd, @jeffjohnroberts, @stocksavvyshay, @stocksavvyshay, @economyapp, @morningbrew, @skasriel, @caro_milanesi, @dylanonchips, @highyieldharry, @nasdaily, @stocksavvyshay, @paypal, @kross_roads, @marcos_galperin, @pitdesi, @trungtphan, @pitdesi, @jimcramer, @hhorsley, @mdudas, @scottew, @scottjduffy, @herodividend, @nejatian, and @jerrycap
| 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.
More: Reuters, Business Standard, CNBC, TechRadar, Ars Technica, Channel NewsAsia, Gizmodo, and Benzinga
| 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 … | 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.
More: 80 Level, Aftermath, The American Bazaar, helpx.adobe.com, and TechCrunch
X: @chikn_nuggit, @culturecrave, @lavenderflamess, @risefallnickbck, @thecomputerclan, @adobe, @freddieelsom, and @tristandavisart
Bluesky: @radiodeadair.com, @thetrin.blacksky.app, @jeanedouardsix, @viridianth, and @blueneumann
Forums: r/adobeanimate and Beehaw
| 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.
More: Variety, IGN, GamesIndustry.biz, GamesBeat, The Verge, Take-Two, Reuters, PC Gamer, Sportico, Insider Gaming, and Mobilegamer.biz
| Brody Ford / Bloomberg: |
Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI — The chief of Salesforce Inc.'s data visualization unit, Tableau, has left the company, raising some concerns on Wall Street about executive churn at the software maker.| 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 … | 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” — OpenAI accused Elon Musk's artificial intelligence company of “systematic and intentional destruction” …
More: Moneycontrol, Courthouse News Service, 9to5Mac, WinBuzzer, AppleInsider, and MacTech.com
| Michelle Chan / Financial Times: |
Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans — Rare investment-grade rating helps attract insurers and private credit funds to construction debt| 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 … | 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 …
More: Alaffia, MobiHealthNews, and MedCity News
| 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| 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.| 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 …
More: Engadget, Reuters, BMI, PYMNTS.com, Reuters, The Verge, The Information, 9to5Mac, and Gizmodo
X: @justiceatr, @leehepner, and @jason_kint
| 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 …
More: CNBC
| 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.
More: Business Insider, Digit, and The Verge
X: @sama, @dylanscand, @jasonkwon, @haydenfield, and @sama
| Financial Times: |
Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval — The state department has pushed for close scrutiny before approving export licences — Michael Acton in San Francisco …
More: Reuters and Dow Jones Newswires
| Richard Nieva / Forbes: |
A profile of Sam Altman, who says “we basically have built AGI, or very close to it” before dialing back his claim to “a spiritual statement, not a literal one” — As CEO of OpenAI, the 40-year-old billionaire unleashed ChatGPT, mainstreaming artificial intelligence and creating a $500 billion behemoth.| Luke Kawa / Sherwood News: |
Super Micro reports Q2 net sales up 123% YoY to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours — The AI server company just released its fiscal Q2 results. — Super Micro ComputerSMCI $31.26 (0.20%) just released its fiscal Q2 results:
More: Bloomberg, The Register, SiliconANGLE, Reuters, Yahoo Finance, Supermicro, and Associated Press
| 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 …
More: Reuters, Business Standard, DigiTimes, and The Real Deal
Forums: r/Accounting, r/ImmigrationPathways, r/StockMarket, r/technology, and Slashdot
| 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 — Table of Contents — New marketplace lets publishers set terms, track usage, and get paid when AI systems ground answers in premium, licensed content.
More: The Verge, Microsoft Advertising, Windows Central, and MediaPost
Sponsor Posts
Clay:
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Soxton:
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Zoho:
Zoho Books Banking just got smarter: Here's what's new — Banking and accounting are crucial parts of every business. And with the right tools in place, they don't have to be complicated or time-consuming.
Zoho Books Banking just got smarter: Here's what's new — Banking and accounting are crucial parts of every business. And with the right tools in place, they don't have to be complicated or time-consuming.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Channels with Peter Kafka:
Who is Josh D'Amaro and Why is He Disney's New CEO?
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
The Social Radars:
Spenser Skates, Founder & CEO, Amplitude
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
Invest Like the Best:
Ben Horowitz - Backing America's Future
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Big Technology Podcast:
The Moltbook Uprising, NVIDIA's OpenAI Pullback, Apple's Conundrum
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Lenny's Podcast:
A child psychologist's guide to working with difficult adults | Dr. Becky Kennedy
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Tools and Weapons with Brad Smith:
Special Edition: Key findings from the Microsoft AI Diffusion Report
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 1:55 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:Mason Leib / ABC News:
Rick Porter / The Hollywood Reporter:
Upcoming Tech Events
Earlier Picks
| Henry Chandonnet / Business Insider: |
| Lydia Beyoud / Bloomberg: |
More: Crypto.com, Decrypt, PYMNTS.com, Cryptonews, Cointelegraph, Coinspeaker, Blockonomi, The Block, crypto.news, and Coinpedia Fintech News
LinkedIn: Justin Wales and Evan Walman
| Ben Weiss / Fortune: |
More: The Block, Bitcoin Insider, TechCrunch, Blockchain.News, and This Week in Fintech
X: @ycombinator, @izqui9, @avicimoney, @simkinstepan, @sternhenri, @ramxbt, @shanaggarwal, @solanafndn, @brian_armstrong, and @nemild. Bluesky: @jayhawkjeff. Forums: Hacker News
| Variety: |
More: Wall Street Journal, The Wrap, Observer, Benzinga, Business Insider, Deadline, Fortune, NBC News, Barron's Online, NPR, Forbes, The Hollywood Reporter, Cartoon Brew, TV Tech, AppleInsider, Los Angeles Times, NBC News, New York Times, Bloomberg, and The Wrap
LinkedIn: Brett Klisch and Seth Brady
Forums: r/boxoffice, r/popculturechat, and r/movies
| Ina Fried / Axios: |
More: Luffu, Business Standard, TechCrunch, The Verge, Android Authority, Fitt Insider, Android Headlines, Wareable, Engadget, and 9to5Mac
| Eric Berger / Ars Technica: |