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February 6, 2026, 10:10 AM
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Top News

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 8%+  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
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 $35.58B, above $34.93B est.  —  Amazon shares plunged 8% Friday after the company posted mixed fourth-quarter earnings and boosted its 2026 spending forecast to $200 billion.
Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction  —  Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
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 …
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 …
Lucas Ropek / TechCrunch:
Anthropic introduces “agent teams” in Claude Code as a research preview that launches agents “to coordinate in parallel”, and a Claude in PowerPoint plugin
Anthropic:
Anthropic says it found that Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “often thinks more deeply”
Anthropic:
Anthropic details using 16 Claude Opus 4.6 agents in parallel to build a 100K-line Rust-based C compiler, incurring $20K in API costs over nearly 2,000 sessions
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
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
Adam Satariano / New York Times:
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings  —  European Union regulators said the app's infinite scroll and personalized algorithm led to “compulsive” behavior, especially among children.
Reuters:
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months  —  Intel (INTC.O) and AMD (AMD.O) have notified Chinese customers of supply shortages for server central processing units (CPUs) …
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”
Victoria Waldersee / Reuters:
Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges  —  Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment …
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  —  Roblox (RBLX.N) forecast fiscal 2026 bookings above Wall Street expectations on Thursday, signaling another year of strong growth in player spending …
Wall Street Journal:
How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall  —  The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology  —  Elon Musk took a gulp of water on stage at the World Economic Forum …
More: Reuters.  Forums: r/wallstreetbets

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This is a Techmeme archive page. It shows how the site appeared at 10:10 AM ET, February 6, 2026.

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From Mediagazer

New York Times:
Sources: an Iranian-aligned militia in Iraq is seeking the release of several detained militia members in exchange for freeing journalist Shelly Kittleson

Neel Dhanesha / Nieman Lab:
Three independent journalists experiment with a 30-day bundle of their newsletters for $8.50, half the normal price, using a service called Trustfnd

Heather Bushman / Indianapolis Star:
Circle City Broadcasting lays off what staffers call a significant share of WRTV's staff, after buying the Indianapolis station from Scripps under an FCC waiver

More News

Anuj Behal / The Guardian:
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies
Emily Steel / New York Times:
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable

Earlier Picks

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
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
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
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
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”
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