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February 6, 2026, 5:50 AM
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| 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, The Motley Fool, CNBC, Türkiye Today, Business Wire, Thurrott, GeekWire, Modern Retail, 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: Benzinga, Business Insider, Agence France-Presse, Proactive, SiliconANGLE, Moneycontrol, DigiTimes, Reuters, Yahoo Finance, Quartz, Business Standard, Constellation Research, GeekWire, and Bloomberg
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/StockMarket, r/BetterOffline, r/business, r/wallstreetbets, and r/ValueInvesting
| 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: Business Today, CNBC, TestingCatalog, The Indian Express, The Economic Times, Semafor, The Information, Financial Times, Research & Development World, MarketScreener, OfficeChai, investingLive, The Tech Buzz, 9to5Mac, 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
| Anthropic: |
More: Claude, Help Net Security, Business Standard, Tech Monitor, Wall Street Journal, Fast Company, CNBC, Unite.AI, The Indian Express, Latent.Space, XDA Developers, Decrypt, WinBuzzer, Rohan's Bytes, Ars Technica, MarkTechPost, Gizmodo, Benzinga, Implicator.ai, The Mac Observer, and The Decoder
X: @claudeai and @chatgpt21
LinkedIn: Thomas Remy, Dirk Jonker, Magnus Oxenwaldt, Dave Brown, and Ashraf Alhashim
Bluesky: @cameron.stream and @steveklabnik.com
Forums: Hacker News, r/programare, r/singularity, r/google_antigravity, r/ClaudeAI, r/singularity, and Slashdot
| Lucas Ropek / TechCrunch: |
| Anthropic: |
More: Moneycontrol. X: @radiantnous, @krishnanrohit, @mitsuhiko, @tenobrus, @esrtweet, @headinthebox, @chatgpt21, and @deryatr_
Forums: Hacker News, r/Compilers, r/theprimeagen, r/programming, r/programare, r/accelerate, r/singularity, r/ClaudeCode, and Lobsters
| 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
More: Strategy, Bloomberg, Reuters, MarketWatch, CoinGape, Bitcoin Insider, Cryptonews, DL News, The Coin Republic, Coinspeaker, Decrypt, Benzinga, and CoinDesk
| Bloomberg: |
X: @nic_carter, @an10nev, @mert, @zavcorin, @donalt, @nic_carter, @arthurb, @nic_carter, @cmilakgun, @covered_call, @cryptopathic, @bykatherineross, @muyaoshen, @thestalwart, @zherbert, @ljkawa, @amandalfischer, @cobie, @blknoiz06, @tomlefevre, @jyarow, @crypto_mckenna, @thestalwart, @thestalwart, @thestalwart, and @thestalwart. Bluesky: @marypcbuk
| Muyao Shen / Bloomberg: |
More: DL News, CNBC, CNBC, Barron's Online, Wall Street Journal, Coinpedia Fintech News, Blockonomi, naked capitalism, Silicon UK, Proactive, MarketWatch, Cointelegraph, Plain Dealer, Mashable, DL News, Bloomberg, NBC News, Axios, CoinDesk, and Decrypt
X: @saylor, @thestalwart, @arthur0x, @arrington, @cryptohayes, @camiinthisthang, @brian_armstrong, @elerianm, @tjl, @follis_, @izebel_eth, @luke_metro, @samczsun, @evan_ss6, @ljxie, @sumitroy2, @taikimaeda2, @fintechfrank, @donalt, @balajis, @donalt, @galois_capital, @shaunmmaguire, @mert, @donalt, @lomahcrypto, @adamscochran, @dgt10011, @splitcapital, @divine_economy, @cburniske, @ledgerstatus, @arthur0x, @fintechfrank, @thestalwart, @ljxie, @thecryptodog, @thestalwart, @lukegromen, @birdyword, @chiweethedog, @nouriel, @intocryptoverse, @mattzeitlin, @bon_g, @dcinvestor, and @portfolioxpert. Bluesky: @karlbode.com. Forums: r/wallstreetInvestment
| 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, The Rundown AI, TestingCatalog, Research & Development World, The Cyber Express, Mashable, The Deep View, Ars Technica, Fortune, Neowin, and NBC News
LinkedIn: Scott Cunningham. Bluesky: @timkellogg.me. Forums: Hacker News, r/singularity, and r/accelerate
| 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: Digit, The Indian Express, Fortune India, WinBuzzer, and Blockchain.News
| 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, Business Standard, PhoneArena, MacRumors, and AppleInsider
| 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: Silicon Republic, New York Times, Reuters, Financial Times, MarketWatch, CNBC, and TechCrunch
| 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: Affirm, Stocktwits, Investing.com, PYMNTS.com, Globe and Mail, 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 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, Bitcoin Insider, crypto.news, and The Block
| 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, OpenAI, ZDNET, Silicon UK, TestingCatalog, Business Today, SmartCompany, Digit, The Deep View, The Mac Observer, The Information, Wall Street Journal, SiliconANGLE, CNBC, The Register, Bloomberg, Constellation Research, Neowin, and Help Net Security
X: @sama, @firstadopter, @kate_rouch, @fabknowledge, @bbalfour, @openai, @sama, @gokulr, @sama, @_simonsmith, @bradlightcap, @firstadopter, @buccocapital, @vxanand, @openai, and @openai
LinkedIn: Gianluca Pettiti, Jay Gurudevan, Ryan Snyder, M Mohan, and Denise Holland Dresser. Forums: r/OpenAI
| 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: Moneycontrol, Mobile World Live, MacRumors, Appleosophy, Digit, AppleInsider, Tech Times, Cult of Mac, The Mac Observer, and 9to5Mac
X: @bobbydownes, @markgurman, @markgurman, @markgurman, and @tomsteyer
Bluesky: @hilli.tech, @daniloc.xyz, @seanokane, @durumcrustulum.com, and @tgnyc
Mastodon: @stroughtonsmith … and @twostraws@mastodon.social
Forums: r/apple and MacRumors Forums
| 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: GamesIndustry.biz, The Motley Fool, PYMNTS.com, The Verge, CNBC, and Barron's Online
| 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
| 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, Benzinga, Sherwood News, Reuters, and Bloomberg
X: @thetranscript_ and @stocksavvyshay
Forums: r/Economics and r/ValueInvesting
| 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, The Economic Times, AdExchanger, SiliconANGLE, USA Today, MarketWatch, 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, @jukan05, @tbpn, and @stevesi. Mastodon: @carnage4life@mas.to
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