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April 29, 2026, 8:35 PM
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memeorandum
WeSmirchTop News
| Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., and Google Cloud revenue up 63% to $20B, vs. $18.05B est.; GOOG jumps 6%+ after hours — Alphabet Announces First Quarter 2026 Results MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) … | Jennifer Elias / CNBC: |
Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027 — Alphabet reported first-quarter earnings after the bell Wednesday, showing revenue that topped expectations boosted by its surging cloud business.| Todd Spangler / Variety: |
More: Gizmodo, Decrypt, MediaPost, Proactive, The Wrap, Deadline, TheDesk.net, Cord Cutters News, and Yahoo Finance
X: @gerberkawasaki, @andysignore, and @tvgrimreaper
| 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%+ after hours — Meta Shares Plunge as AI Investments Raise Spending Outlook — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 12.32% Playback Rate
More: Business Insider, Nikkei Asia, Bloomberg Law, The Information, CNBC, Fortune, Investing.com, PerformanceMarketingWorld, Reuters, Digital Journal, CNBC-TV18, Wall Street Journal, Capital Brief, Android Central, Deadline, Telegraph, Quartz, The Hollywood Reporter, Variety, Yahoo Finance, Sherwood News, Barron's Online, and Sherwood News
| Meta: |
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, says “scrutiny on youth-related issues” and trials may “result in a material loss” — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.
More: Associated Press, SiliconANGLE, Yahoo Finance, and Meta
X: @stocksavvyshay, @munster_gene, @munster_gene, @hedgeyecomm, @munster_gene, @stockmarketnerd, @munster_gene, @supbagholder, @briansozzi, @drewcohenmoney, and @stocksavvyshay
Threads: @mwi.invest and @kurtwag8
| Jonathan Vanian / CNBC: |
| Microsoft: |
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123% — Microsoft Cloud and AI Strength Fuels Third Quarter Results — REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced … | Jordan Novet / CNBC: |
Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 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.| Emma Roth / The Verge: |
More: Microsoft, Reuters, Tech4Gamers, Yahoo Finance, Barchart.com, and Motley Fool
| Amazon: |
Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026. - Net sales increased 17% to $181.5 billion in the first quarter …
More: Thurrott, Bloomberg, Reuters, Yahoo Finance, Constellation Research, and Benzinga
| Annie Palmer / CNBC: |
Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B — Amazon on Wednesday posted better-than-expected earnings and revenue for the first quarter, and reported cloud sales that topped analysts' expectations.| 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 — You can now ask the Gemini app to directly generate “downloadable and ready-to-share files.” Google wants you to …
More: The Keyword, Android Police, Engadget, iPhone in Canada, Chrome Unboxed, How-To Geek, 9to5Toys, Digital Trends, Android Central, and Ubergizmo
X: @joshwoodward, @googleworkspace, and @geminiapp
| Gian Volpicelli / Bloomberg: |
The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services — The European Union's executive arm accused Meta Platforms Inc. of failing to keep young children off its services, ramping up a probe that could result in hefty fines.
More: European Commission, The Guardian, CNBC, New York Times, Politico, The Information, Ukrainian National News, European Commission, PaymentSecurity.io, Thurrott, Helsinki Times, Wall Street Journal, The Record, Reclaim The Net, Mashable, The Hill, The Verge, iPhone in Canada, RTÉ, PetaPixel, UPI, TechCentral.ie, International Business Times, Morning Star, Business Post, Washington Examiner, Neowin, Reuters, Financial Times, and Politico
X: @digitaleu and @mollyroseorg
LinkedIn: Innocenzo Genna and Henna Virkkunen
Bluesky: @superglaze.eurosky.social, @nicolashenin.net, @daphnek, @claesdevreese, @justinhendrix, and @ec.europa.eu
| 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: Reuters, Gizmodo, TechCrunch, BBC, The Verge, CNBC, New York Times, The Times, Livemint, NBC News, Mercury News, Wired, CBS News, The Independent, Courthouse News Service, Techstrong.ai, Al Jazeera, The Guardian, Digit, San Francisco Chronicle, Financial Times, The American Bazaar, NPR, The Tech Portal, Axios, Fox Business, and Bloomberg
X: @ceodonovan, @miles_brundage, @ceodonovan, @garymarcus, @mikeisaac, @_nathancalvin, @ceodonovan, @mikeisaac, @ceodonovan, @hadas_gold, @mikeisaac, @michelletomkim, @zeffmax, and @mikeisaac. Bluesky: @donmoyn
| Fortune: |
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines — Meta has reentered the stablecoin market. Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled out the digital currency payouts … | Reuters: |
SpaceX IPO filing: Elon Musk can only be removed as CEO via a vote by holders of Class B super-voting shares, which he will control post-IPO, a rare provision — SpaceX is telling investors that no one can fire Elon Musk from his role as chief executive and chairman of the board without … | 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 this year; QCOM jumps 12%+ after hours — Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
More: Qualcomm, CNBC, Thurrott, Reuters, SiliconANGLE, Android Central, Yahoo Finance, and Barchart.com
X: @benbajarin and @patrickmoorhead
| Rachyl Jones / Semafor: |
Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models — THE SCOOP — Two Republican-led House committees are probing Airbnb and Anysphere, maker of AI coding platform Cursor … | Bloomberg: |
Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation — Anthropic PBC has begun weighing a fresh funding round that would value the artificial intelligence developer at more than $900 billion …
More: TechCrunch, The Information, CNBC, and Reuters
| Sarah Perez / TechCrunch: |
Divine, a Vine reboot financed by Jack Dorsey-backed nonprofit “and Other Stuff” and built by an early Twitter employee, debuts with ~500K restored Vine videos — A new project to bring back Vine's six-second looping videos is now available for download on the App Store and Google Play.
More: 9to5Mac, Divine, MediaPost, Engadget, Implicator.ai, PCMag, Cult of Mac, Gizmodo, and CNET
| Hugh Son / CNBC: |
Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment — PayPal CEO Enrique Lores has this week told managers that he is reorganizing the firm's reporting lines to separate Venmo … | Financial Times: |
Google has told employees in a memo that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over DOD contracts — The tech giant signed an artificial intelligence deal with the defence department on Monday| Dylan Butts / CNBC: |
Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand — Samsung Electronics reported an over eight-fold increase in first-quarter operating profits on Thursday, hitting a new record …
More: Bloomberg, Samsung Newsroom, The Korea Herald, Reuters, and Korea Joongang Daily
| Financial Times: |
Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to “build more compute” — Chief executive Sam Altman's flexible approach to infrastructure projects is unsettling partners but boosting computing lead
More: Tom's Hardware, OpenAI, and Spyglass
| Financial Times: |
Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation — Masayoshi Son plots IPO for business named Roze as soon as this year — SoftBank is planning to create and list an AI …
More: Wall Street Journal, Reuters, and Bloomberg Law
| Jay Peters / The Verge: |
YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 — Custom multiview is finally here. Custom multiview is finally here. … YouTube CEO Neal Mohan announced Tuesday that YouTube TV is getting “fully customizable” multiview.
More: YouTube, Android Authority, The Streamable, Chrome Unboxed, and Droid Life
X: @nealmohan, @cf_budge, @chrisvannini, @sickoscommittee, @updatesfromyt, @nfldraftscout, @bgurley, @heykayadams, @seanmdav, and @nickysmokess. Bluesky: @treblaw
| Mark Gurman / Bloomberg: |
Sources: Apple plans a new Siri camera mode in iOS 27 by moving Visual Intelligence, currently tied to the Camera Control button, into the camera app — Apple Inc. is planning to embed artificial intelligence more deeply into the iPhone's camera app, adding a new Siri mode alongside … | Chris Welch / Bloomberg: |
Motorola unveils its 2026 foldables lineup, including its first book-style model, which costs $1,900; prices for clamshell models have gone up by up to $200 — The company's clamshell phones have gone up by as much as $200, while its first book-style foldable barely undercuts Samsung at $1,900.
More: CNET, 9to5Google, Global Blog, Liliputing, Engadget, HotHardware, TechEBlog, Android Central, PCMag, Tech Advisor, The Shortcut, MrMobile [Michael Fisher] on YouTube, TechRadar, The Verge, Digital Trends, Mashable, How-To Geek, Android Central, Android Central, The Verge, Phone Scoop, The Verge, and Tom's Guide. X: @captain2phones
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