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February 5, 2026, 9:45 PM
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WeSmirchTop News
| 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 …
More: Claude, CNBC, The Information, Financial Times, Semafor, MarketScreener, AI Insider, Livemint, CNET, Inc, investingLive, OfficeChai, 9to5Mac, Barron's Online, The Tech Buzz, SiliconANGLE, ITPro, Research & Development World, CNN, VentureBeat, Yahoo Finance, and Rolling Out
X: @claudeai, @sonofalli, @kimmonismus, @claudeai, @claudeai, @damianplayer, @hakamite, @scaling01, @scaling01, @claudeai, @scaling01, @brandenflasch, @bloombergtv, @verge, @levie, @saffronhuang, @bindureddy, @nichochar, @scaling01, @scaling01, @kimmonismus, @llmstats, @nichochar, @hedgeyecomm, @teknium, @claudeai, @cortinico, @yuchenj_uw, @emollick, @deredleritt3r, @scaling01, @scaling01, @krishnanrohit, @benkomalo, @bcherny, @teknium, @ericbuess, @claudeai, @_catwu, @synthwavedd, @alexalbert__, @alexpalcuie, @scaling01, @kyleturman, @scaling01, @sammcallister, and @camsoft2000. Forums: Hacker News
| Lucas Ropek / TechCrunch: |
More: Claude, The Verge, and The Deep View
X: @zephyr_z9 and @lydiahallie. Bluesky: @timkellogg.me. Threads: @boris_cherny. Forums: Hacker News
| Anthropic: |
More: Claude, XDA Developers, Decrypt, Wall Street Journal, Ars Technica, Fast Company, Gizmodo, Benzinga, Unite.AI, Pulse 2.0, MarkTechPost, Implicator.ai, WinBuzzer, The Mac Observer, and The Decoder
X: @chatgpt21 and @claudeai
LinkedIn: Dave Brown, Magnus Oxenwaldt, Ashraf Alhashim, and Dirk Jonker
Bluesky: @steveklabnik.com and @cameron.stream
Forums: Hacker News, r/ClaudeAI, r/singularity, r/google_antigravity, and Slashdot
| Sam Sabin / Axios: |
More: Anthropic and PYMNTS.com
| Anthropic: |
X: @deryatr_, @esrtweet, @radiantnous, @krishnanrohit, @mitsuhiko, @tenobrus, @headinthebox, and @chatgpt21. Bluesky: @steveklabnik.com. Threads: @jjackyliang
Forums: Hacker News, r/programare, r/accelerate, r/singularity, r/programming, r/ClaudeCode, r/theprimeagen, and Lobsters
| 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
More: Financial Times, Thurrott, GeekWire, Business Wire, CNBC, Deadline, Modern Retail, and Türkiye Today
X: @thestalwart, @tunguz, @quinnypig, @geoffrbennett, @thestalwart, @mikeisaac, @thetranscript_, @munster_gene, @beth_kindig, and @amazonnews. LinkedIn: Emil Protalinski
| 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 …
More: The Register, Business Insider, DigiTimes, GeekWire, Reuters, Bloomberg, Yahoo Finance, Proactive, Quartz, Benzinga, and Constellation Research
X: @thezvi, @saxena_puru, @fejau_inc, @onslowshipping, @retail_guru, @fejau_inc, @ross__hendricks, @bubbleboi, @firstadopter, @munster_gene, @boringbiz_, @amitisinvesting, @rihardjarc, @josephpolitano, @ophirgottlieb, @thestalwart, @morningbrew, @stevesi, @bubbleboi, and @ophirgottlieb. LinkedIn: Annie Palmer
Bluesky: @simli and @josephpolitano
Forums: r/StockMarket, r/BetterOffline, r/wallstreetbets, and r/ValueInvesting
| Muyao Shen / Bloomberg: |
Bitcoin falls to ~$63K, its lowest level since President Trump's election win in November 2024 and down ~50% 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.
More: CNBC, Decrypt, Wall Street Journal, New York Times, Washington Examiner, The Times, Inc.com, DL News, Bloomberg, CoinDesk, Decrypt, Blockonomi, Mashable, NBC News, Yahoo Finance, and Axios
X: @follis_, @shaunmmaguire, @saylor, @splitcapital, @thestalwart, @izebel_eth, @ljxie, @arthur0x, @arrington, @cryptohayes, @dcinvestor, @camiinthisthang, @brian_armstrong, @elerianm, @tjl, @thestalwart, @birdyword, @luke_metro, @samczsun, @evan_ss6, @ljxie, @sumitroy2, @taikimaeda2, @portfolioxpert, @intocryptoverse, @fintechfrank, @donalt, @balajis, @donalt, @galois_capital, @nouriel, @mattzeitlin, @chiweethedog, @thestalwart, @mert, @donalt, @lomahcrypto, @adamscochran, @dgt10011, @thecryptodog, @divine_economy, @lukegromen, @cburniske, @ledgerstatus, @bon_g, @arthur0x, and @fintechfrank. Bluesky: @karlbode.com
| 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 — Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us …
X: @nic_carter, @an10nev, @mert, @zavcorin, @donalt, @nic_carter, @arthurb, @nic_carter, @thestalwart, @cmilakgun, @covered_call, @thestalwart, @thestalwart, @cryptopathic, @crypto_mckenna, @bykatherineross, @muyaoshen, @thestalwart, @zherbert, @ljkawa, @amandalfischer, @cobie, @blknoiz06, @tomlefevre, @jyarow, and @thestalwart. Bluesky: @marypcbuk
| 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
More: Strategy, The Block, DL News, Benzinga, Decrypt, Reuters, CoinDesk, Coinspeaker, and The Coin Republic
| 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.
More: The Decoder and Blockchain.News
| 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
More: TechCrunch, Ars Technica, Fortune, NBC News, The Deep View, Research & Development World, The Mac Observer, MarkTechPost, Constellation Research, and Mashable
LinkedIn: Scott Cunningham. Bluesky: @timkellogg.me. Forums: Hacker News, r/singularity, and r/accelerate
| Financial Times: |
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83% — Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …
More: CNBC, MarketWatch, SiliconANGLE, CNBC, USA Today, Wall Street Journal, and CNBC
X: @divestech, @thestalwart, @thestalwart, @asymco, and @afinetheorem
| Dan Gallagher / Wall Street Journal: |
More: Business Insider, Business Insider, Reuters, and Wall Street Journal
X: @thestalwart, @marcelolima, @garrytan, @taliagold, @jaykreps, @arampell, @sarthakgh, @qualityinvest5, @mikeeisenberg, @arpitrage, @tmt_jack_, @forgebitz, @jasonrshuman, @litcapital, and @jukan05. Mastodon: @carnage4life@mas.to
| Steven Sinofsky / @stevesi: |
X: @rrhoover, @illscience, @neelchhabra, @stevesi, @martin_casado, @traskjd, @ji, @levie, @howardlindzon, @jonoringer, @sagarbhupalam, and @tbpn
| 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.
More: OpenAI, OpenAI, SmartCompany, ZDNET, The Information, Wall Street Journal, CNBC, The Mac Observer, Bloomberg, Fortune, SiliconANGLE, The Deep View, Yahoo Finance, Help Net Security, Techstrong.ai, Neowin, Axios, Gizmodo, The Decoder, The Economic Times, Blockonomi, PYMNTS.com, TechCrunch, Inc, and Constellation Research
X: @gokulr, @sama, @firstadopter, @openai, @fabknowledge, @bbalfour, @openai, @sama, @sama, @_simonsmith, @bradlightcap, @firstadopter, @kate_rouch, @openai, and @vxanand
LinkedIn: M Mohan, Gianluca Pettiti, Ryan Snyder, Jay Gurudevan, and Denise Holland Dresser. Forums: r/OpenAI
| 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.
More: Inc.com and San Francisco Examiner
| Iain Martin / Forbes: |
More: The Information. X: @michuk, @arnaudmercier, @michuk, @michuk, @tarowheel, and @_wmedia_
LinkedIn: Katharine Schwab and Teena Touch
Bluesky: @joeuchill, @rmac, @samblum, @alexrkonrad, and @jennycohn
| 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 …
More: AppleInsider, MacRumors, MacRumors, 9to5Mac, and The Mac Observer
X: @tomsteyer, @bobbydownes, @markgurman, @markgurman, and @markgurman
Bluesky: @durumcrustulum.com, @seanokane, @daniloc.xyz, and @tgnyc
Mastodon: @stroughtonsmith … and @twostraws@mastodon.social
Forums: r/apple and MacRumors Forums
| 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: 9to5Mac, AppleInsider, MacRumors, and PhoneArena
| Zaheer Kachwala / Reuters: |
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours — Roblox (RBLX.N) forecast fiscal 2026 bookings above Wall Street expectations on Thursday, signaling another year of strong growth …
More: PYMNTS.com, The Verge, CNBC, The Motley Fool, Benzinga, Barron's Online, and GamesBeat
| 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 …
More: Reuters, Benzinga, Bloomberg, and Sherwood News
X: @thetranscript_ and @stocksavvyshay
Forums: r/ValueInvesting and r/Economics
| Reinhardt Krause / Investor's Business Daily: |
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours — Consumer financing firm Affirm Holdings (AFRM) reported fiscal second quarter earnings and revenue that topped consensus estimates.
More: Globe and Mail, Investing.com, Affirm, Benzinga, Stocktwits, Globe and Mail, and Wall Street Journal
| 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 …
More: Tom's Guide, The Verge, Tom's Hardware, Digital Trends, TechRadar, ZeroHedge News, XDA Developers, PCMag, Financial Post, Tech4Gamers, Kotaku, and Dexerto
X: @jukan05, @mikeisaac, and @zephyr_z9
Forums: r/pcgaming and r/nvidia
| 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
More: YouTube, Dwarkesh Podcast, and 9to5Mac
| 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.Sponsor Posts
ElevenLabs:
ElevenAgents by ElevenLabs — You know us for voice. Now meet ElevenAgents — featuring Expressive Mode, our most human-sounding AI voice technology in 70+ languages with ultra-low latency. Hear it for yourself.
ElevenAgents by ElevenLabs — You know us for voice. Now meet ElevenAgents — featuring Expressive Mode, our most human-sounding AI voice technology in 70+ languages with ultra-low latency. Hear it for yourself.
Intel:
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
Zoho:
Build vs Buy Embedded Analytics: The Decision That Defines Your Product Roadmap — Every SaaS product team eventually hits the analytics wall. Your customers want insights inside your app. Your roadmap has no room to spare.
Build vs Buy Embedded Analytics: The Decision That Defines Your Product Roadmap — Every SaaS product team eventually hits the analytics wall. Your customers want insights inside your app. Your roadmap has no room to spare.
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
Hard Fork:
The Future of Addictive Design + Going Deep at DeepMind + HatGPT
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Great Chat:
Go touch some grass (but don't tweet about it)
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Lenny's Podcast:
An AI state of the union: We've passed the inflection point, dark factories are coming, and automation timelines | Simon Willison
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.
Access:
The future of AI might be on your finger
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Upstarts Podcast:
Axiom's Carina Hong: Solving Math's Hardest Problems With AI, And AI's Problems With Math
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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.
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