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February 6, 2026, 1:10 AM
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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: CNBC, The Economic Times, The Indian Express, Financial Times, MarketScreener, Semafor, investingLive, OfficeChai, 9to5Mac, The Tech Buzz, Research & Development World, The Information, iPhone in Canada, Barron's Online, Implicator.ai, Yahoo Finance, CNET, SiliconANGLE, Inc, CNN, ITPro, VentureBeat, AI Insider, and Rolling Out
X: @claudeai, @sonofalli, @kimmonismus, @claudeai, @claudeai, @damianplayer, @hakamite, @scaling01, @scaling01, @figma, @claudeai, @scaling01, @brandenflasch, @bloombergtv, @verge, @levie, @saffronhuang, @bindureddy, @nichochar, @scaling01, @scaling01, @kimmonismus, @llmstats, @nichochar, @hedgeyecomm, @teknium, @claudeai, @cortinico, @yuchenj_uw, @emollick, @deredleritt3r, @scaling01, @scaling01, @firstadopter, @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 Deep View, and The Verge
X: @zephyr_z9 and @lydiahallie. Bluesky: @timkellogg.me. Threads: @boris_cherny. Forums: Hacker News
| Anthropic: |
More: Claude, CNBC, Wall Street Journal, Fast Company, Latent.Space, XDA Developers, Decrypt, Ars Technica, Pulse 2.0, MarkTechPost, WinBuzzer, The Mac Observer, Unite.AI, Implicator.ai, Benzinga, The Decoder, Rohan's Bytes, and Gizmodo
X: @claudeai and @chatgpt21
LinkedIn: Magnus Oxenwaldt, Dirk Jonker, Dave Brown, and Ashraf Alhashim
Bluesky: @cameron.stream and @steveklabnik.com
Forums: Hacker News, r/singularity, r/google_antigravity, r/ClaudeAI, r/singularity, and Slashdot
| Sam Sabin / Axios: |
More: Anthropic and PYMNTS.com
| Anthropic: |
X: @radiantnous, @krishnanrohit, @mitsuhiko, @tenobrus, @esrtweet, @headinthebox, @chatgpt21, and @deryatr_. LinkedIn: Andrew Gordon. Bluesky: @steveklabnik.com. Threads: @jjackyliang
Forums: Hacker News, r/programming, r/programare, r/accelerate, r/singularity, 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, CNBC, The Motley Fool, Modern Retail, GeekWire, Thurrott, Türkiye Today, and Deadline
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: Moneycontrol, Business Standard, Benzinga, Business Insider, Morningstar, DigiTimes, Proactive, Bloomberg, Constellation Research, SiliconANGLE, GeekWire, Yahoo Finance, and Quartz
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/wallstreetbets, r/StockMarket, r/BetterOffline, and r/ValueInvesting
| 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: |
X: @nic_carter, @an10nev, @mert, @zavcorin, @donalt, @nic_carter, @arthurb, @nic_carter, @thestalwart, @cmilakgun, @covered_call, @thestalwart, @cryptopathic, @crypto_mckenna, @bykatherineross, @muyaoshen, @thestalwart, @zherbert, @ljkawa, @amandalfischer, @cobie, @blknoiz06, @tomlefevre, @jyarow, @thestalwart, and @thestalwart. Bluesky: @marypcbuk
| Muyao Shen / Bloomberg: |
More: CNBC, MarketWatch, Wall Street Journal, Mirror, Cointelegraph, Blockonomi, Yahoo Finance, Plain Dealer, Mashable, DL News, Bloomberg, NBC News, Axios, CoinDesk, and Decrypt
X: @saylor, @thestalwart, @ljxie, @arthur0x, @arrington, @cryptohayes, @camiinthisthang, @brian_armstrong, @elerianm, @tjl, @follis_, @izebel_eth, @thestalwart, @luke_metro, @samczsun, @evan_ss6, @ljxie, @sumitroy2, @taikimaeda2, @fintechfrank, @donalt, @balajis, @donalt, @galois_capital, @shaunmmaguire, @thestalwart, @mert, @donalt, @lomahcrypto, @adamscochran, @dgt10011, @splitcapital, @thecryptodog, @divine_economy, @lukegromen, @cburniske, @ledgerstatus, @arthur0x, @fintechfrank, @birdyword, @chiweethedog, @nouriel, @intocryptoverse, @mattzeitlin, @bon_g, @dcinvestor, and @portfolioxpert. Bluesky: @karlbode.com
| 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, Blockchain.News, and WinBuzzer
| 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, NBC News, The Deep View, Research & Development World, Ars Technica, The Mac Observer, MarkTechPost, Constellation Research, Mashable, Fortune, The New Stack, and Neowin
LinkedIn: Scott Cunningham. Bluesky: @timkellogg.me. Forums: Hacker News, r/singularity, and r/accelerate
| 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, PhoneArena, MacRumors, and AppleInsider
| 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: PYMNTS.com, Affirm, Globe and Mail, Investing.com, Globe and Mail, Stocktwits, and Wall Street Journal
| 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: Appleosophy, Moneycontrol, Digit, MacRumors, AppleInsider, 9to5Mac, The Mac Observer, Tech Times, and Cult of Mac
X: @bobbydownes, @markgurman, @markgurman, @markgurman, and @tomsteyer
Bluesky: @durumcrustulum.com, @hilli.tech, @seanokane, @daniloc.xyz, and @tgnyc
Mastodon: @stroughtonsmith … and @twostraws@mastodon.social
Forums: r/apple and MacRumors Forums
| Bloomberg: |
Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 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: New York Times, MarketWatch, Financial Times, Reuters, and TechCrunch
| 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.| Iain Martin / Forbes: |
More: The Information. X: @arnaudmercier, @michuk, @michuk, @michuk, @tarowheel, and @_wmedia_
LinkedIn: Teena Touch and Katharine Schwab
Bluesky: @joeuchill, @rmac, @samblum, @alexrkonrad, and @jennycohn
| 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 Motley Fool, Barron's Online, The Verge, and CNBC
| 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, AdExchanger, SiliconANGLE, MarketWatch, USA Today, CNBC, Wall Street Journal, and CNBC
X: @divestech, @thestalwart, @thestalwart, @asymco, and @afinetheorem
| Dan Gallagher / Wall Street Journal: |
More: Business Insider, Business Insider, Reuters, Wall Street Journal, and Financial Times
X: @thestalwart, @marcelolima, @garrytan, @jaykreps, @taliagold, @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, Business Today, OpenAI, ZDNET, Digit, Wall Street Journal, CNBC, Gizmodo, SmartCompany, SiliconANGLE, The Information, The Deep View, The Mac Observer, The Register, Bloomberg, Constellation Research, Neowin, and Help Net Security
X: @sama, @firstadopter, @kate_rouch, @openai, @fabknowledge, @bbalfour, @openai, @sama, @gokulr, @sama, @_simonsmith, @bradlightcap, @firstadopter, @openai, @buccocapital, and @vxanand
LinkedIn: Gianluca Pettiti, Ryan Snyder, Jay Gurudevan, M Mohan, and Denise Holland Dresser. Forums: r/OpenAI
| 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: Social Media Today, Bloomberg, Sherwood News, and Benzinga
X: @thetranscript_ and @stocksavvyshay
Forums: r/ValueInvesting and r/Economics
| CoinDesk: |
Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT 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, Gold.com, Cointelegraph, and The Block
| 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 and 9to5Mac
X: @sriramk, @scobleizer, @simonkalouche, @collision, @shakeelhashim, @dwarkesh_sp, @scaling01, and @pinboard. Forums: Slashdot
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