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February 6, 2026, 11:30 AM
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| 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 …
More: Financial Times, CNBC, Quartz, Sherwood News, Forbes, New York Times, Reuters, WinBuzzer, Silicon Republic, Bloomberg Law, TechCrunch, and Dow Jones Newswires
LinkedIn: Emil Protalinski and Matt Day
Bluesky: @rani and @agathedemarais.com
| Jon Keegan / Sherwood News: |
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B — APPLE OF ANOTHER'S AI — 2H| 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.
More: European Commission, BBC, The Verge, PCMag, TechCrunch, The Guardian, Thurrott, BleepingComputer, Associated Press, Engadget, PocketGamer.biz, UPI, Implicator.ai, Courthouse News Service, TheJournal.ie, France 24, Politico, Euronews, The Mac Observer, Sharecast, Anadolu Ajansı …, Irish Independent, lawsociety.ie, and The North West Star
Bluesky: @stevepeers, @justinhendrix, @davidcarretta, @hennavirkkunen, and @alexvonwitzleben
Mastodon: @carnage4life@mas.to, @HennaVirkkunen@ec …, and @AliceStollmeyer …
Forums: Hacker News and Slashdot
| 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.
More: DatacenterDynamics, Dow Jones Newswires, Watcher Guru, Sourcing Journal, Business Insider, Morningstar, Blockonomi, Neowin, Forbes, Moneycontrol, Reuters, DigiTimes, Benzinga, Crypto Briefing, SiliconANGLE, and The Information
X: @benbajarin, @fejau_inc, @stevesi, @bubbleboi, @ophirgottlieb, @retail_guru, @thezvi, @saxena_puru, @ophirgottlieb, @morningbrew, @thestalwart, @boringbiz_, @firstadopter, @munster_gene, @josephpolitano, @amitisinvesting, @ross__hendricks, @onslowshipping, @fejau_inc, @bubbleboi, and @rihardjarc. LinkedIn: Annie Palmer
Bluesky: @simli and @josephpolitano
Forums: r/StockMarket, r/BetterOffline, r/business, r/wallstreetbets, and r/ValueInvesting
| 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% YoY 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
More: Capital Brief, Investing.com, Music Ally, Financial Times, The Motley Fool, CNBC, Business Wire, Türkiye Today, Thurrott, GeekWire, Modern Retail, and Deadline
X: @tunguz, @quinnypig, @amazonnews, @thetranscript_, @geoffrbennett, @beth_kindig, @mikeisaac, @munster_gene, @thestalwart, and @thestalwart. LinkedIn: Emil Protalinski
| 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 … | Hugh Son / CNBC: |
Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding — Goldman Sachs has been working with the artificial intelligence startup Anthropic to create AI agents to automate a growing number … | 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) …
More: DatacenterDynamics, Tom's Hardware, PC Guide, PC Gamer, iPhone in Canada, Benzinga, Evertiq, DigiTimes, Blockonomi, Capacity, and Tech in Asia. Forums: r/hardware
| Lauren Feiner / The Verge: |
Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny — The Meta CEO said Apple seems to get away with less criticism by lying low. … One day after The Wall Street Journal published … | Reinhardt Krause / Investor's Business Daily: |
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% YoY to $13.8B, net income up 61% YoY to $129.6M, and forecasts Q3 revenue above est. — Consumer financing firm Affirm Holdings (AFRM) reported fiscal second quarter earnings and revenue that topped consensus estimates.
More: Benzinga, Affirm, PYMNTS.com, Globe and Mail, Investing.com, Stocktwits, and Wall Street Journal
| CoinDesk: |
Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate XAUT, its gold-backed token — What to know: … Tether, issuer of the world's most popular stablecoin USDT … , has acquired a $150 million minority stake in Gold.com …
More: Tether, Blockonomi, crypto.news, Bitcoinist.com, and Coinpedia Fintech News
| Vicky Ge Huang / Wall Street Journal: |
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year — Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October| Victoria Waldersee / Reuters: |
Only 35 countries 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 …
More: Insider Monkey, Capacity, and Gamereactor UK
| Matthew Carey / Bloomberg Law: |
How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift towards more favorable treatment of AI and ML inventions — Over the past few months, the US Patent and Trademark Office has treated artificial intelligence and machine learning inventions … | 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 … | Doug O'Laughlin / SemiAnalysis: |
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 — What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning — Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, and 2 others| 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 — On Thursday, Anthropic released the latest version of Opus — its most advanced model and a particularly important model for Claude Code.
More: Claude, Claude, Wall Street Journal, XDA Developers, Ars Technica, The Deep View, The Verge, Anthropic, and ZDNET
X: @zephyr_z9 and @lydiahallie
| Rachel Metz / Bloomberg: |
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X: @claudeai, @hedgeyecomm, @figma, @firstadopter, @bloombergtv, @levie, @scaling01, @llmstats, @scaling01, @scaling01, @scaling01, @deredleritt3r, @bindureddy, @emollick, @_catwu, @scaling01, @scaling01, @krishnanrohit, @scaling01, @verge, @bcherny, @brandenflasch, @yuchenj_uw, @saffronhuang, @scaling01, @kimmonismus, @scaling01, @kyleturman, @synthwavedd, @kimmonismus, @ericbuess, @nichochar, @nichochar, @sammcallister, @claudeai, @benkomalo, @damianplayer, @cortinico, @camsoft2000, @alexalbert__, @alexpalcuie, @claudeai, @claudeai, @claudeai, @claudeai, @claudeai, @teknium, @hakamite, @sonofalli, and @teknium
| Sam Sabin / Axios: |
| 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: The Information, eWeek, TechCrunch, Implicator.ai, PCMag, Not Boring by Packy McCormick, Fortune, The Cyber Express, The Rundown AI, TestingCatalog, Unite.AI, Decrypt, Research & Development World, NBC News, Mashable, The Deep View, and Neowin
LinkedIn: Scott Cunningham. Bluesky: @timkellogg.me. Forums: Hacker News, r/OpenAI, r/singularity, and r/accelerate
| David Gewirtz / ZDNET: |
More: Android Headlines, Implicator.ai, The Indian Express, Latent.Space, and WinBuzzer
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