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February 5, 2026, 11:55 AM
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| 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
More: Business Insider, Business Insider, Reuters, The Overspill, and Wall Street Journal
X: @garrytan, @taliagold, @tmt_jack_, @arampell, @forgebitz, @sarthakgh, @thestalwart, @jasonrshuman, @qualityinvest5, @mikeeisenberg, @marcelolima, @jaykreps, @litcapital, @arpitrage, and @jukan05. Mastodon: @[email protected]
| 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 — Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
X: @levie, @ji, @rrhoover, @stevesi, @howardlindzon, @jonoringer, @neelchhabra, @traskjd, @sagarbhupalam, @illscience, @martin_casado, and @tbpn
| 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, AppleInsider, Marketing Dive, Yahoo Finance, Thurrott, Cautious Optimism, Music Ally, The Motley Fool, CNBC, 9to5Google, Tech Times, Inc, International Business Times, Finbold, Neowin, Search Engine Journal, Constellation Research, Fortune, CNBC, 9to5Mac, Crypto Briefing, TechCrunch, and Reuters
X: @sundarpichai, @stevehou, @signulll, @isforat, @deryatr_, @aakashgupta, @noahpinion, @vicvijayakumar, @munster_gene, @samsheffer, @markgurman, @markgurman, @markgurman, @stocksavvyshay, @mikeisaac, @rseroter, @thestalwart, @kimmonismus, @thetranscript_, @munster_gene, @blondesnmoney, @joecarlsonshow, @rustybrick, @bushwoodcap, and @stocksavvyshay
| Stephen Morris / Financial Times: |
More: Wall Street Journal, The Irish Times, Sherwood News, CNBC, DatacenterDynamics, Bloomberg, ComputerWeekly.com, Verdict, Salesforce Ben, Fortune India, BERNAMA, Mobile World Live, The Register, DigiTimes, SiliconANGLE, and Variety
| Lauren Forristal / TechCrunch: |
More: Fortune, PCWorld, Shelly Palmer, Moneycontrol, WeRSM, and Shacknews
X: @yuchenj_uw, @officiallogank, @mark_k, @munster_gene, @jeffdean, @zeffmax, and @mweinbach. Mastodon: @[email protected]. Forums: r/technology
| 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.| 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.| 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.| Sam Nussey / Reuters: |
Sony reports Q3 gaming and network services revenue down 4% YoY to ~$10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units — Japan's Sony (6758.T) on Thursday reported a 22% rise in third-quarter operating profit that trounced forecasts and lifted its full-year outlook …
More: Video Games Chronicle, Push Square, TheGamer, and Insider Gaming
| 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: The Verge, Tom's Guide, Sherwood News, eWeek, and DigiTimes
| 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 … | Michael Acton / Financial Times: |
Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools — SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech rout
More: Bloomberg
| Reuters: |
More: Arm Newsroom, Implicator.ai, CNBC, Blockonomi, Tech in Asia, DigiTimes, Dow Jones Newswires, and Bloomberg
| 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: CNBC, BBC, The Information, TechCrunch, The Verge, Futurism, Adweek, Business Insider, Inc, Entrepreneur, Business Standard, Financial Times, Just Jared, Implicator.ai, The Hollywood Reporter, MediaNama, The Decoder, BMI, Benzinga, Phandroid, The Rundown AI, Digit, Communicate Online, Moneycontrol, Business Today, Axios, Livemint, Fortune, SmartCompany, The Economic Times, Quartz, SiliconANGLE, iClarified, Ad Age, Decrypt, 9to5Mac, Wall Street Journal, and Anthropic
X: @nikitabier, @hamandcheese, @paularambles, @m_e_doria, @neo_antiquarian, @rking618, @signulll, @childishganzino, @durvidimel, @alitaylor, @signulll, @skooookum, @johncodes, @shakeelhashim, @adamry_n, @benjamindekr, @paulroetzer, @lukeberrypi, @eric_seufert, @edels0n, @blackhc, @rohanvarma, @i_zzzzzz, @jessicalessin, @ethanchoi7, @tszzl, @kunksed, @satn, @orphcorp, @autismcapital, @gerritd, @trevmckendrick, @aniiyengar, @growing_daniel, @lynaldencontact, @hadas_gold, @csvoss, @alxfazio, @hesamation, @scaling01, @thezvi, @zachxbt, @neilcybart, @512x512, @brij, @shakeelhashim, @thdxr, @jaltma, @kimmonismus, @mikeisaac, @mikeisaac, @benjamindekr, @aisafetymemes, @sama, @djnick33, @andrewcurran_, @marvinvonhagen, @miles_brundage, and @chowdhuryneil. Forums: r/technology
| 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 — Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.| Muyao Shen / Bloomberg: |
Bitcoin falls below $70K, 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.
More: Inc.com, CNBC, and CoinJournal
| Wall Street Journal: |
A look at India's push to become a major provider of AI services; in the past few months, US companies pledged to invest tens of billions in Indian data centers — Lured by big, tech-savvy population, Google and other giants sinking tens of billions into Indian market
More: Tech in Asia and Constellation Research
| Will Knight / Wired: |
A look at Axiom, which is building AxiomProver, an AI model able to verify proofs that it claims has found solutions to at least four longstanding math problems — Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.| 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: Forbes, San Francisco Examiner, and NBC News
X: @cowboycrypto313, @nafeezahmed, @aaronrday, and @cryptadamist
| Annie Palmer / CNBC: |
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as his technical advisor, a “shadow” role leading to greater roles, from March — 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, and GeekWire
LinkedIn: Amit Agarwal and Dharmesh Mehta
| Naga Avan-Nomayo / The Block: |
Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving “hard to win” — Quick Take — Gemini links its latest layoffs to a push for a leaner, more automated operating model, saying increased use of AI lets it run faster with fewer staff.
More: DL News, Reuters, Coinspeaker, Crypto Briefing, and Bloomberg
| Tim Barnwell / Silicon Republic: |
Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+ — Duna's co-founders Duco van Lanschot and David Schreiber both had senior roles at Stripe in the past.
More: EU-Startups, Financial Post, and Tech in Asia
| Karin Matussek / Bloomberg: |
Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal — Amazon.com Inc. must stop enforcing price controls for retailers on its German marketplace, according to the nation's antitrust watchdog … | 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 … | Russell Brandom / TechCrunch: |
Fundamental, which has developed an LTM to analyze structured data, comes out of stealth with $255M in funding, including a $225M Series A, at a $1.2B valuation — An AI lab called Fundamental emerged from stealth on Thursday, offering a new foundation model to solve an old problem …
More: FinSMEs, VentureBeat, Financial Times, Fast Company, and Axios
| Jeremy Kahn / Fortune: |
London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 — Lawhive, a British startup that wants to use AI to transform the business model of law firms that perform routine legal work …
More: Tech.eu, FinSMEs, BusinessCloud, Tech Funding News, UK Tech Investment News, and EU-Startups
| Rebecca Torrence / Bloomberg: |
AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models — A growing cadre of multibillion-dollar startups are racing to create the best artificial intelligence models …
More: PYMNTS.com and FinSMEs
| 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: CNBC, Business Insider, Media Play News, Business Standard, The Decoder, TechCrunch, and PYMNTS.com
X: @jerrycap. LinkedIn: Albert Cheng. Bluesky: @jameshamiltonwriter.com. Forums: r/technology and Slashdot
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