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February 5, 2026, 4:43 AM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
More: New York Times, Thurrott, AppleInsider, 9to5Google, Reuters, CNBC, Tech Times, International Business Times, Neowin, 9to5Mac, Fortune, Search Engine Journal, TechCrunch, Constellation Research, Android Central, Shacknews, Search Engine Roundtable, The Verge, and Bloomberg
X: @sundarpichai, @markgurman, @stevehou, @rseroter, @stocksavvyshay, @yuchenj_uw, @kimmonismus, @markgurman, @thestalwart, @thetranscript_, @bushwoodcap, @deryatr_, @munster_gene, @noahpinion, @stocksavvyshay, @munster_gene, @joecarlsonshow, @samsheffer, @blondesnmoney, @markgurman, @mikeisaac, and @rustybrick. LinkedIn: Emil Protalinski. Threads: @david_j_doherty
| Stephen Morris / Financial Times: |
Alphabet says it expects 2026 capex to be between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B in Q4 2024 — Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure … | Lauren Forristal / TechCrunch: |
More: Moneycontrol, WeRSM, and Shacknews
| Todd Spangler / Variety: |
| Sam Altman / @sama: |
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access” — First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
More: TechCrunch, The Verge, Business Today, Financial Times, The Economic Times, SiliconANGLE, iClarified, Ad Age, Moneycontrol, Decrypt, and Forbes
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| Anthropic: |
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X: @kate_rouch, @dimitrispapail, @luke_metro, @loudmouthjulia, @tanayj, @andymasley, @miles_brundage, @loudmouthjulia, @sammcallister, @loudmouthjulia, @dseetharaman, @kimmonismus, @mjreard, @highyieldharry, @cryps1s, @mikeisaac, @gregisenberg, @stevesi, @netcapgirl, @banteg, @jordihays, @jason, @neil_chilson, @protagorasto, @iodave, @tszzl, @varunram, @gabriel1, @mattbruenig, @jasminecoded_, @parkerortolani, @chowdhuryneil, @claudeai, @cryptopunk7213, @9ranty, @8teapi, @kylebrussell, @packym, @dwr, @zephyr_z9, @adamghaida, @dylanmcd8, @madalinabalazs, @can, @bdsams, @tekbog, @dejavucoder, @morqon, @jerrycap, @sashadem, @andrewcurran_, and @presidentlin. LinkedIn: Gabriel Nicholas
Bluesky: @harri, @moskov.goodventures.org, @emilprotalinski, and @peark.es
Forums: Hacker News, r/ClaudeAI, r/singularity, Slashdot, Ars OpenForum, and MacRumors Forums
| Suzanne Vranica / Wall Street Journal: |
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Forums: r/singularity, r/ClaudeAI, and r/Anthropic
| Dylan Butts / CNBC: |
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% — Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.
More: Gematsu, GamesBeat, The Wrap, Nikkei Asia, Variety, Wall Street Journal, and Bloomberg
| Annie Palmer / CNBC: |
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities — Amazon CEO Andy Jassy has tapped one of the company's top marketplace executives to be his new “shadow” advisor, the company announced Wednesday.
More: About Amazon, Seattle Business Journal, The Economic Times, and GeekWire
LinkedIn: Amit Agarwal and Dharmesh Mehta
| Bobby Allyn / NPR: |
Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data — As a consortium of investors led by Oracle's Larry Ellison took control of TikTok's U.S. business, users accused the app … | Reuters: |
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., and license and other revenue up 25% YoY to $505M, below $519.9M est.; ARM drops 7%+ pre-market — Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
More: Arm Newsroom, Reuters, Dow Jones Newswires, DigiTimes, CNBC, Benzinga, Barron's Online, Financial Times, and Bloomberg. Bluesky: @marypcbuk
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.
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X: @madebygoogle, @pixeluibygoogle, and @mweinbach
Forums: r/technews and r/GooglePixel
| Reuters: |
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers — Amazon (AMZN.O) plans to use artificial intelligence to speed up the process for making movies and TV shows …
More: Business Standard, TechCrunch, and Amazon
| Reuters: |
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortages; QCOM drops 9%+ pre-market — Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
More: Qualcomm, CNBC, Reuters, The Register, Bloomberg, Dow Jones Newswires, SiliconANGLE, Android Central, Yahoo Finance, and Watcher Guru. Bluesky: @marypcbuk
| Daniel Kuhn / The Block: |
Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role — Quick Take — Kyle Samani, known for his early investment in Solana as part of Multicoin, is stepping back from the crypto-focused venture capital firm.
More: Multicoin, CoinDesk, and The Information
| Jonathan Vanian / CNBC: |
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, below 478M est., forecasts Q1 revenue below est., and plans a $500M buyback — Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
More: Snap, Reuters, The Information, Social Media Today, Yahoo Finance, Bloomberg, Deadline, and Benzinga
X: @rihardjarc, @richlightshed, and @_seandavid
| Dan Gallagher / Wall Street Journal: |
Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks — Fears that software companies are facing an extinction event are exaggerated, but other dangers are real| Janko Roettgers / The Verge: |
A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services — Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble across … | Will Knight / Wired: |
A look at Axiom, which is building AxiomProver, an “AI mathematician” it claims has solved at least four previously unsolved math problems — Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.| Bloomberg: |
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 — Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …
More: Financial Times, Dow Jones Newswires, Focus Taiwan, DigiTimes, Nikkei Asia, Taipei Times, Reuters, Benzinga, and Kyodo News
| Jeremy Kahn / Fortune: |
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners — Sara Hooker, an AI researcher and advocate for cheaper AI systems that use less computing power, is hanging her own shingle.
X: @johnamqdang, @sethbannon, @adaptionlabs, @mozilla, @sarahookr, @hugo_larochelle, @sarahookr, and @lateinteraction. LinkedIn: Megan Risdal
| Isabelle Bousquette / Wall Street Journal: |
Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics — An AI model developed by Google DeepMind is giving athletes like Maddie Mastro new insights into how their bodies move
More: Politico
| Brody Ford / Bloomberg: |
Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas — Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The GitHub Blog, The GitHub Blog, The New Stack, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, The Register, Bloomberg, Digit, CRN, GeekWire, Thurrott, The Information, and Business Insider
LinkedIn: Vasu Jakkal and Charlie Bell
Bluesky: @marypcbuk and @jordannovet
| Natalie Lung / Bloomberg: |
Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia — Uber Technologies Inc. will expand its robotaxi services to include Hong Kong and Madrid as the ride-hailing giant pours hundreds …
More: Morningstar, Motley Fool, The Verge, Proactive, US consumer Feed, The Autopian, Financial Times, and Wall Street Journal. Forums: r/SelfDrivingCars
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