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April 30, 2026, 9:05 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
Microsoft:
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% YoY to $31.8B, and says its AI business, up 123% YoY, passed a $37B annual revenue run rate  —  Microsoft Cloud and AI Strength Fuels Third Quarter Results  —  REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced …
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.
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
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.
Riley Griffin / Bloomberg:
Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ pre-market
Alphabet:
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% to $20B, above $18.05B est.; GOOG jumps 6%+ pre-market  —  MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
Jennifer Elias / CNBC:
Alphabet raises its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027
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
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.
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 …
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 …
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 …
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.
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.
Amazon:
Amazon reports Q1 revenue up 17% YoY to $181.5B, net income up 77% YoY to $30.3B, operating income up 30% YoY to $23.9B, and a $20B+ revenue run rate from chips  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.
New York Times:
Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting  —  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.
Ian King / Bloomberg:
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later in 2026; QCOM jumps 12%+ pre-market  —  Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
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.
Fortune:
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines, per a Facebook support page  —  Meta has reentered the stablecoin market.  Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled …
Isabella Simonetti / Wall Street Journal:
Sources: London-based DAZN agrees to acquire ViewLift, which builds tech for streaming services for 15 professional US sports teams and others, for ~$100M  —  DAZN is seeking to expand its reach within the U.S.  —  Sports media company DAZN has agreed to buy technology company ViewLift …

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From Mediagazer

Alex Sherman / CNBC:
NBCU's deal with YouTube Premium signals a new phase in the streaming wars where platforms weigh deals with other companies to add content to their platforms

Harvard University Gazette:
Henry Chu, a longtime foreign correspondent and editor, is named curator of the Nieman Foundation for Journalism, after serving as deputy and interim curator

Alex Weprin / The Hollywood Reporter:
AMC and Netflix sign a five-year, $500M, non-exclusive global deal for all Walking Dead spin-offs; AMC+ will get the original series for the first time in 2027

More News

Earlier Picks

Abner Li / 9to5Google:
Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown
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