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February 5, 2026, 6:30 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; Anthropic now has 300K+ business users  —  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
Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
Annie Palmer / CNBC:
Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B  —  Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings, and boosted its full-year spending forecast to $200 billion.
Todd Spangler / Variety:
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B
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
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
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.
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 …
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.
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 …
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
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  —  Reddit shares rose 5% in after-hours trading Thursday after the company reported fourth-quarter earnings that beat on the top …
Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health  —  Apple Inc. is scaling back plans for a virtual health coach, according to people with knowledge of the matter …
More: PhoneArena

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From Mediagazer

Barbara Moens / Financial Times:
Sources: the EU is set to approve Paramount's $111B WBD takeover provided the company accepts certain remedies, the details of which are still being worked out

Ethan Millman / The Hollywood Reporter:
Court docs: Live Nation CEO Michael Rapino spoke with President Trump in the weeks before the company settled with the DOJ in its monopoly lawsuit

Thomas Buckley / Bloomberg:
Sony Pictures Entertainment invests $100M in Cosm, a startup specializing in immersive, large-screen theaters, which has partnerships with NBCUniversal and WBD

More News

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
Sergiu Gatlan / BleepingComputer:
Substack notifies users about a “limited” data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database

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