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February 5, 2026, 2:35 AM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., 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, Thurrott, AppleInsider, 9to5Google, Reuters, International Business Times, CNBC, Neowin, Fortune, 9to5Mac, Bloomberg, Shacknews, TechCrunch, Yahoo Finance, Constellation Research, Tech Times, Android Central, Search Engine Roundtable, and The Verge
X: @sundarpichai, @stevehou, @kimmonismus, @markgurman, @thestalwart, @bushwoodcap, @munster_gene, @munster_gene, @joecarlsonshow, @samsheffer, @markgurman, @rustybrick, @markgurman, @rseroter, @stocksavvyshay, @yuchenj_uw, @thetranscript_, @deryatr_, @noahpinion, @stocksavvyshay, @blondesnmoney, and @mikeisaac. LinkedIn: Emil Protalinski. Threads: @david_j_doherty
| Stephen Morris / Financial Times: |
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago — Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure … | Lauren Forristal / TechCrunch: |
More: Moneycontrol, WeRSM, and Shacknews
| Todd Spangler / Variety: |
| 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: TechCrunch, The Verge, Financial Times, Moneycontrol, SiliconANGLE, Digit, Forbes, iClarified, Decrypt, and Ad Age
X: @benjamindekr, @marvinvonhagen, @adamry_n, @zachxbt, @mikeisaac, @kimmonismus, @jessicalessin, @shakeelhashim, @512x512, @andrewcurran_, @neilcybart, @alitaylor, @signulll, @lukeberrypi, @scaling01, @brij, @hesamation, @aisafetymemes, @hamandcheese, @thdxr, @autismcapital, @thezvi, @jaltma, @mikeisaac, @growing_daniel, @sama, and @djnick33
| Anthropic: |
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers — There are many good places for advertising. A conversation with Claude is not one of them.
More: The Verge, Ars Technica, The Register, MacRumors, campaignlive.com, The San Francisco Standard, The Information, Observer, Quartz, San Francisco Chronicle, Crypto Briefing, iPhone in Canada, CNET, MediaPost, The Decoder, Limited Edition Jonathan, and CNBC
X: @kate_rouch, @packym, @luke_metro, @miles_brundage, @loudmouthjulia, @zephyr_z9, @loudmouthjulia, @dseetharaman, @mjreard, @highyieldharry, @cryps1s, @stevesi, @banteg, @jordihays, @jason, @neil_chilson, @iodave, @bdsams, @mattbruenig, @jasminecoded_, @adamghaida, @chowdhuryneil, @claudeai, @cryptopunk7213, @dimitrispapail, @loudmouthjulia, @madalinabalazs, @tanayj, @andymasley, @sammcallister, @tekbog, @kimmonismus, @mikeisaac, @gregisenberg, @dwr, @netcapgirl, @protagorasto, @tszzl, @varunram, @gabriel1, @can, @dylanmcd8, @parkerortolani, @kylebrussell, @9ranty, @8teapi, @dejavucoder, @morqon, @jerrycap, @sashadem, @andrewcurran_, and @presidentlin. LinkedIn: Gabriel Nicholas
Bluesky: @harri, @moskov.goodventures.org, @emilprotalinski, and @peark.es
Forums: Hacker News, r/ClaudeAI, r/singularity, Slashdot, Ars OpenForum, and MacRumors Forums
| Suzanne Vranica / Wall Street Journal: |
More: YouTube, Moneycontrol, Livemint, Business Today, Anthropic on YouTube, SmartCompany, The Economic Times, Business Insider, Digit, Mumbrella, John Battelle's Search Blog, Neowin, The Deep View, Anthropic on YouTube, New York Post, PCMag, Inc.com, Business Insider, 9to5Mac, Anthropic on YouTube, Creative Salon, ABC News, Adweek, The Mac Observer, and The Verge
X: @claudeai, @lachlan, @boazbaraktcs, @pitdesi, @tszzl, @miles_brundage, @deanwball, @tomwarren, @_simonsmith, @boazbaraktcs, @signulll, @daniellefong, @tszzl, @zeffmax, @whosjluk, and @antoniogm
Forums: r/singularity, r/ClaudeAI, and r/Anthropic
| Dylan Butts / CNBC: |
Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% — Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.
More: Gematsu, Bloomberg, The Wrap, Nikkei Asia, Variety, Wall Street Journal, and Sony
| Annie Palmer / CNBC: |
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities — 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
| 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 … | Reuters: |
Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours — Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
More: Arm Newsroom, CNBC, DigiTimes, Dow Jones Newswires, Bloomberg, Barron's Online, Benzinga, and Financial Times. Bluesky: @marypcbuk
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.
More: Made by Google on YouTube, Moneycontrol, Business Standard, Xiaomiui.Net, The Economic Times, Digit, SammyGuru, ZDNET, PCMag, iPhone in Canada, Android Police, Tom's Guide, Thurrott, Ubergizmo, Android Central, How-To Geek, Engadget, Android Authority, Android Headlines, Droid Life, The Verge, and PhoneArena
| Reuters: |
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours — Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
More: Qualcomm, Reuters, The Register, CNBC, Telecompaper, Bloomberg, Dow Jones Newswires, SiliconANGLE, Android Central, Watcher Guru, Thurrott, and Associated Press. Bluesky: @marypcbuk
| 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: Business Standard and TechCrunch
| Daniel Kuhn / The Block: |
Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role — Quick Take — Kyle Samani, known for his early investment in Solana as part of Multicoin, is stepping back from the crypto-focused venture capital firm.
More: Multicoin, CoinDesk, and The Information
| Jonathan Vanian / CNBC: |
Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback — Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
More: Reuters, Snap, Yahoo Finance, The Information, Social Media Today, Bloomberg, and Deadline
X: @_seandavid, @rihardjarc, and @richlightshed
| Jeremy Kahn / Fortune: |
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners — Sara Hooker, an AI researcher and advocate for cheaper AI systems that use less computing power, is hanging her own shingle.
X: @johnamqdang, @sethbannon, @adaptionlabs, @mozilla, @sarahookr, @sarahookr, @hugo_larochelle, and @lateinteraction. LinkedIn: Megan Risdal
| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The GitHub Blog, The GitHub Blog, The New Stack, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, The Register, Bloomberg, Digit, CRN, GeekWire, Thurrott, The Information, Business Insider, and The Verge
LinkedIn: Charlie Bell and Vasu Jakkal
Bluesky: @marypcbuk and @jordannovet
| Dan Gallagher / Wall Street Journal: |
Fears that software companies are facing an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks — Fears that software companies are facing an extinction event are exaggerated, but other dangers are real| Janko Roettgers / The Verge: |
A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services — Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble across …
Forums: r/television, r/entertainment, r/TrueReddit, r/Longreads, and Slashdot
| Will Knight / Wired: |
A look at Axiom, which is building AxiomProver, an “AI mathematician” it claims has solved at least four previously unsolved math problems — Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.
More: The Information
| 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 …
More: Financial Times, Nikkei Asia, Dow Jones Newswires, Focus Taiwan, Taipei Times, DigiTimes, Reuters, and Benzinga
| Brody Ford / Bloomberg: |
Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas — Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.| Isabelle Bousquette / Wall Street Journal: |
Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics — An AI model developed by Google DeepMind is giving athletes like Maddie Mastro new insights into how their bodies move
More: Politico
| Nikkei Asia: |
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT — TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …
More: Reuters
| Jyoti Mann / The Information: |
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.| Bloomberg: |
Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 — Baidu Inc. announced plans to issue its first dividend alongside a three-year stock buyback program of as much as $5 billion, moving … Sponsor Posts
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