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February 5, 2026, 7:40 PM
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Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses  —  Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Anthropic:
Anthropic says it found Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “thinks more deeply and more carefully”  —  We're upgrading our smartest model.  —  The new Claude Opus 4.6 improves on its predecessor's coding skills.
Anthropic:
Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions
Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est.  —  Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …
Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
OpenAI:
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer”  —  Expanding Codex across the full spectrum of professional work on a computer.  —  Join the Codex app waitlist
David Gewirtz / ZDNET:
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself”  —  ZDNET's key takeaways  — GPT-5.3-Codex helped debug and deploy parts of itself.  — Codex can be steered mid-task without losing context.
New York Times:
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction  —  The disgraced financier regularly courted tech industry figures not just for their prestige but also for access to promising companies.
Iain Martin / Forbes:
DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of investments in 22 unicorns like xAI
Robert Hart / The Verge:
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”  —  Think HR, but for AI. … Managing humans is hard.  Managing AI agents is... also hard.
Dan Gallagher / Wall Street Journal:
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months  —  Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Steven Sinofsky / @stevesi:
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack
Muyao Shen / Bloomberg:
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall  —  Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
Bloomberg:
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
Mark Gurman / Bloomberg:
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers  —  Apple Inc. Chief Executive Officer Tim Cook told employees that he's “deeply distraught” with the US's current approach …
The Information:
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming  —  Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …
Jeffrey A. Trachtenberg / Wall Street Journal:
Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut  —  Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats  —  Spotify Technology is getting into the physical book business.
Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Naga Avan-Nomayo / The Block:
Gemini exits the UK, the EU, and Australia, and cuts 25% of its staff; the crypto exchange is refocusing on the US as “foreign markets have proven hard to win”  —  Quick Take  — Gemini links its latest layoffs to a push for a leaner, more automated operating model …
Cheeky Pint:
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more  —  Timecodes  —  Transcript  —  Are there really three hours of questions?  Are you fucking serious?  —  Dwarkesh Patel

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From Mediagazer

Associated Press:
A federal judge ruled the DOD violated his earlier order undoing most of the Pentagon's press pass policy and failed to reinstate NYT reporters' credentials

Wall Street Journal:
Sources: the DOJ is probing whether the NFL uses anticompetitive tactics that harm consumers; regulators and others have raised concerns about streaming deals

Dominick Mastrangelo / The Hill:
Trump says Tucker Carlson, Megyn Kelly, Candace Owens, and Alex Jones have “Low IQs” and “their views are the opposite of MAGA” after they blasted him over Iran

More News

Jonathan Vanian / CNBC:
Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback
Anna Pruchnicka / Reuters:
Ukraine says unauthorized Starlink internet terminals used by Russia on the battlefield have been deactivated via a verification process developed with SpaceX

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