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April 30, 2026, 11:20 AM
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| Financial Times: |
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 — Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
More: Wall Street Journal, New York Times, Barron's Online, CNBC, Tom's Hardware, The Irish Times, Reuters, Sherwood News, Axios, Motley Fool, Vanguard News, Benzinga, Business Insider, Bloomberg, The Economic Times, The Daily Upside, Inc.com, Bloomberg, TheNeuron, Silicon Republic, Watcher Guru, Radio Free Mobile, Mobile World Live, Fortune India, and Key Context
| Meta: |
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% YoY to $26.77B, and says “scrutiny on youth-related issues” may “result in a material loss” — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.
More: The Verge, Engadget, The Register, Constellation Research, The Tech Portal, Music Ally, Finbold, TechCentral.ie, Tech in Asia, CNBC, Mediaweek, Business Insider, Marketing Interactive, and Meta
X: @stockmarketnerd, @hedgeyecomm, @munster_gene, @munster_gene, @munster_gene, @stocksavvyshay, @supbagholder, @stocksavvyshay, @drewcohenmoney, @munster_gene, and @briansozzi
LinkedIn: Josh Gilbert and Nicola Mendelsohn CBE
| Riley Griffin / Bloomberg: |
Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a ~7.4% jump from its $115B-$135B forecast in January; META drops 10%+ — Meta Shares Plunge as AI Investments Raise Spending Outlook — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 12.32% Playback Rate
More: TechCrunch, Politico, Sherwood News, CNBC, Investing.com, The Guardian, Investing.com, Gizmodo, Bloomberg Law, Reuters, Wall Street Journal, CNBC, CNBC-TV18, Capital Brief, Deadline, Telegraph, Quartz, The Information, The Hollywood Reporter, Yahoo Finance, Variety, Sherwood News, Barron's Online, and Sherwood News
| Wall Street Journal: |
Sources: the White House opposes Anthropic's plan to expand access to Mythos to ~70 additional companies and organizations because of concerns about security — Relationship is still complicated despite efforts from both sides to de-escalate — The White House opposes a plan from Anthropic …
More: The Next Web, The Verge, Bloomberg, New York Times, MediaNama, Bloomberg Law, Digit, The Decoder, and Axios
| Jake Bleiberg / Bloomberg: |
Sources: the NSA has been testing Anthropic's Mythos model to find vulnerabilities in Microsoft products and widely used software from other companies — The National Security Agency has been testing the capabilities of Anthropic PBC's new artificial intelligence model to find cybersecurity vulnerabilities … | Dylan Butts / CNBC: |
Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand — Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record …
More: SamMobile, Samsung Newsroom, South China Morning Post, Fortune, The Korea Times, The Straits Times, Dow Jones Newswires, UPI, Benzinga, Reuters, Tech in Asia, DigiTimes, The Korea Herald, Reuters, Korea Joongang Daily, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, @jukan05, @dnystedt, and @dnystedt
| Bloomberg: |
Sources: Anthropic has begun weighing a new funding round that would value it a $900B+, after previously resisting investor proposals at an $800B+ valuation — Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 5.55% Playback Rate
More: The Next Web, TechCrunch, PYMNTS.com, Yahoo Finance, Proactive, BMI, Silicon UK, CNBC, The Decoder, and Gizmodo
| Jordan Novet / CNBC: |
Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats — Microsoft issued higher-than-expected capex guidance for 2026, with the software maker's quarterly earnings and revenue topping estimates.
More: Microsoft, TechCrunch, Yahoo Finance, Gamereactor UK, Cautious Optimism, Search Engine Journal, Watcher Guru, DigiTimes, and GamesIndustry.biz. Forums: r/GithubCopilot
| Microsoft: |
More: Business Today, TechRadar, GamingBolt, Kotaku, IGN, Verdict, Neowin, Pure Xbox, Eurogamer.net, 80 Level, Game Developer, SiliconANGLE, and Search Engine Roundtable
| OpenAI: |
OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it — Starting with GPT-5.1, our models began developing a strange habit: they increasingly mentioned goblins, gremlins, and other creatures in their metaphors.
More: Ars Technica, NBC News, BBC, PCWorld, The Verge, Livemint, Boing Boing, PC Gamer, TechRadar, TheNeuron, The Indian Express, and Wired
X: @openai, @juliarturc, @openai, @openai, @tenobrus, @cfgeek, @zizhpan, @openai, @theo, @gdb, @canteverdie, @hosseeb, @nrehiew_, @chatgptapp, @thsottiaux, @openaidevs, @giffmana, @phuguo, and @laurentia___
Bluesky: @carnage4life, @markriedl, @timkellogg.me, @jenitennison.com, @tk.gg, and @seanmcarroll. Mastodon: @0xabad1dea@infosec.exchange
Forums: Hacker News, r/ChatGPT, r/stupidpol, r/slatestarcodex, r/singularity, r/LocalLLaMA, and Ars OpenForum
| Aisha Malik / TechCrunch: |
Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity — As AI-generated artists and tracks flood music streaming platforms, Spotify is rolling out a new “Verified by Spotify” …
More: CNET, The Verge, Spotify, E! Online, Digital Trends, and Music Business Worldwide. Mastodon: @carnage4life@mas.to
| Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+ — MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
More: CNBC, Reuters, Music Ally, The Keyword, Fast Company, Crypto Briefing, WinBuzzer, ITPro, The Next Web, Watcher Guru, Finbold, AI News, Business Today, Fortune, TechCrunch, The Verge, and Search Engine Roundtable
| Financial Times: |
Sources: SoftBank plans to create AI and robotics company Roze in the US for building data centers, and may list it as early as 2026 at an up to $100B valuation — Masayoshi Son plots IPO for business named Roze as soon as this year — SoftBank is planning to create and list an AI … | Jay Peters / The Verge: |
Netflix rolls out a vertical video feed in its own Clips tab in Australia, Canada, India, Malaysia, Pakistan, the Philippines, South Africa, the UK, and the US — The new ‘Clips’ tab shows, you guessed it, Netflix clips. … Netflix is starting to roll out a big revamp of its mobile app … | Financial Times: |
Study: long-shot Polymarket bets on military action, defined as $2,500+ wagers at odds of 35% or less, have a ~52% average win rate, vs. 25% for political bets — High rate of winning wagers likely to add to concerns that sensitive information can leak on prediction markets| Dina Bass / Bloomberg: |
OpenAI says it has signed contracts for 10GW of US AI compute capacity, securing 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 — OpenAI has met a key milestone for securing AI capacity in the US several years ahead of schedule, boosting the startup's ambitious plans for data center expansion.| Gabe Gurwin / GameSpot: |
Sony confirms some digital PS4 and PS5 games require owners to do a one-time online license check “to confirm the game's license”, likely to combat refund scams — The problem appears to be affecting both PS4 and PS5 games purchased after March 2026.
More: Game File, Gizmodo, Tom's Hardware, GamesIndustry.biz, PCMag, Kotaku, TechRaptor, The Shortcut, FlatpanelsHD, Video Games Chronicle, Neowin, TechRadar, Mirror, Tech Times, VideoCardz.com, DayOne, The Verge, Trusted Reviews, Gameranx, and Press Start
X: @egycnq, @reallifefakewiz, @mrpyo1, @manabyte, @nick_marseil, @detectiveseeds, @doesitplay1, @doesitplay1, @doesitplay1, @doesitplay1, @mrpyo1, @doesitplay1, and @thecarteldel
Forums: r/pcmasterrace, r/LinusTechTips, r/GameFeed, r/PS5_Jailbreak, r/consoles, r/PlayStationForum, r/gaming, and r/PS5
| Angel Au-Yeung / Wall Street Journal: |
Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars — Billionaire says OpenAI co-founder Sam Altman wasn't honest about nonprofit mission
More: New York Times, The Hans India, International Business Times, Reuters, CNBC, San Francisco Chronicle, The Verge, CNBC, The Information, Gizmodo, NBC News, The Independent, New York Times, The Times, NBC News, Bloomberg, The Guardian, Financial Times, NPR, and Wired
X: @garymarcus, @_nathancalvin, @miles_brundage, @zeffmax, @mikeisaac, @michelletomkim, @mikeisaac, @mikeisaac, @mikeisaac, @ceodonovan, @ceodonovan, @hadas_gold, @ceodonovan, and @ceodonovan
Bluesky: @karlbode.com, @lorak, and @donmoyn
Forums: r/EnoughMuskSpam and r/NewsOfTheStupid
| Reuters: |
Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing equipment in China has nearly doubled prices for Nvidia's B300 servers to about 7 million yuan …
More: Semafor, The Next Web, and Tech in Asia
| Anthropic: |
Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts — In this post, Brianna, a researcher on the discovery team, shares results from a recent bioinformatics benchmarking effort.| Frank Konkel / Nextgov/FCW: |
The US FDA launches a pilot using AI and cloud computing that gives it a “direct data feed” to real-time clinical trial data, aiming to speed up drug approval — Through a new pilot program announced this week, the Food and Drug Administration will use artificial intelligence …
More: Federal Register and The Decoder
| Krisztian Sandor / CoinDesk: |
Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate — The payments giant added support for Stripe's Tempo, Circle's Arc, Coinbase's Base, Polygon and Canton Network as stablecoins gain traction in global money movement.| New York Times: |
Digital advertising is booming for Google and Meta, helped by AI tools used for creating ads, translating copy, targeting, bidding, measuring results, and more — For years, DribbleUp, a sports equipment company, spent its own time and resources figuring out whom it should advertise its basketballs and soccer balls to on Facebook.
More: Search Engine Journal, Time, eMarketer, crypto.news, Morningstar, Android Authority, and The Verge
| Patrick Sykes / Bloomberg: |
Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure — Iran's record internet blackout is emerging as a key dividing line between the country's powerful security apparatus and its civilian government …
X: @netblocks, @netblocks, and @netblocks
| Krystal Scanlon / Digiday: |
Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaigns — In a break from its walled garden approach, Meta is opening its ad ecosystem to third-party AI tools.| Mia Sato / The Verge: |
Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups — The internet is full of copycat, stolen, reposted, and low-effort content — and Meta, at least publicly, has said it is working to cut off some of the reach.
More: 9to5Mac, Engadget, TechCrunch, PetaPixel, and Cord Cutters News
| Cloudflare: |
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users — Coding agents are great at building software. But to deploy to production they need three things from the cloud they want to host their app — an account, a way to pay, and an API token.| Chloe Meley / Bloomberg: |
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war — Europe's software companies are doing better than expected this earnings season, brushing off fears around artificial intelligence …
More: CTech
| Samantha Kelly / Bloomberg: |
Norway-founded humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100K robots by the end of 2027 — 1X Technologies AS, the Norway-founded robotics startup backed by OpenAI, has opened a new 58,000-square-foot factory in Hayward … | Ina Fried / Axios: |
JuliaHub, which aims to use agentic coding tools to design complex products such as cars and airplanes, raised a $65M Series B led by Dorilton Capital — Former Snowflake CEO Bob Muglia, a longtime Microsoft server boss, is backing JuliaHub, a startup that sees a role for AI agents designing complex products … | Francisco Rodrigues / CoinDesk: |
Bitcoin miner MARA Holdings agrees to acquire Ohio gas plant operator Long Ridge Energy & Power for $1.5B including debt, to power its AI data center expansion — The deal includes a 505 MW gas plant and 1,600 acres in Ohio, offering over 1 GW power capacity for future AI and IT buildout.
More: The Block, Crypto Briefing, Blockonomi, TheEnergyMag, Reuters, and FTAI Infrastructure
| Bloomberg: |
How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline — From the rooftop terrace of Kosovo's innovation center, Shpend Lila pointed out a red-brick building on a recent weekday morning.Sponsor Posts
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