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February 4, 2026, 4:05 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
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.
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 …
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.
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:
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.
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
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.
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 …
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.
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 …
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 …
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
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.
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
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 4:05 AM ET, February 4, 2026.

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From Mediagazer

Ryan Glasspiegel / Front Office Sports:
New NBA penalties for the LA Clippers highlight an ESPN team's disputed reporting from two weeks ago and podcaster Pablo Torre's work that began in 2025

Rick Porter / The Hollywood Reporter:
Prime Video will become the exclusive streaming home for six NHL teams, including the Hurricanes and Ducks, in local markets starting with the 2026-2027 season

Editor and Publisher:
A look at California's Community NEWS Act, which if signed by Governor Newsom would be the most economically significant law supporting local news in US history

More News

Earlier Picks

Hayden Field / The Verge:
AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted
Lydia Beyoud / Bloomberg:
Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months
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
Rohan Goswami / Semafor:
Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989
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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