Techmeme
April 29, 2026, 7:05 PM

Top 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:
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.
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 0:01 Loaded: 12.32% Playback Rate
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 …
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 …
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.
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 …
Emma Roth / The Verge:
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 …
Angel Au-Yeung / Wall Street Journal:
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 7%+ after hours  —  Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
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
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: Divine, Engadget, MediaPost, CNET, Implicator.ai, PCMag, Cult of Mac, and Gizmodo
X: @alexutopiaBluesky: @tonystarkThreads: @crumblerForums: r/tech
Axios:
Sources: the White House is developing guidance for government agencies to get around Anthropic's supply chain risk designation and onboard models like Mythos  —  - One source described the White House efforts as a way to “save face and bring em back in.”  — Earlier this month …
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.
Macy Meyer / CNET:
Google celebrates 20 years of Translate with a new AI pronunciation practice tool for Android users in the US and India; Translate gets 1B+ queries per month  —  Google's new AI-powered language tool can give you real-time feedback by analyzing speech and correcting your pronunciation.
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 …

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