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April 29, 2026, 7:30 PM
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Mediagazer
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: Decrypt, Proactive, Cord Cutters News, The Wrap, Media Play News, Deadline, TheDesk.net, and Yahoo Finance
X: @gerberkawasaki 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: Nikkei Asia, Bloomberg Law, The Information, Reuters, Fortune, CNBC-TV18, Investing.com, Android Central, Telegraph, Financial Times, Capital Brief, Deadline, Quartz, The Hollywood Reporter, Variety, Wall Street Journal, Yahoo Finance, Sherwood News, Sherwood News, and Barron's Online
X: @garymarcus, @munster_gene, @mikeisaac, @munster_gene, @munster_gene, @ericjackson, @danielnewmanuv, @supbagholder, @rihardjarc, and @mikeisaac. Threads: @mwi.invest
| 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
| 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 … | 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, How-To Geek, iPhone in Canada, Chrome Unboxed, Digital Trends, Ubergizmo, Android Central, and 9to5Toys
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, The Information, Politico, Ukrainian National News, Washington Examiner, European Commission, Reuters, 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, Neowin, Brussels Signal, Silicon Republic, Outlook India, Financial Times, and Politico
X: @digitaleu and @mollyroseorg
LinkedIn: Innocenzo Genna and Henna Virkkunen
Bluesky: @superglaze.eurosky.social, @claesdevreese, @daphnek, @justinhendrix, and @ec.europa.eu
| 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 … | 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: |
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, BBC, New York Times, The Verge, The Times, NBC News, CNBC, Livemint, Mercury News, CBS News, The Guardian, The Independent, Courthouse News Service, Techstrong.ai, Financial Times, Al Jazeera, San Francisco Chronicle, Digit, The American Bazaar, NPR, The Tech Portal, Proactive, Moneycontrol, Axios, Fox Business, and Bloomberg
| 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: The Information, CNBC, and Reuters
| 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 … | 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, Android Central, SiliconANGLE, Yahoo Finance, and Barchart.com
X: @patrickmoorhead and @benbajarin
| 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
| 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| 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 … | 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
| 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 …
More: International Business Times, Small Wars Journal, Decrypt, GovExec.com, NewsMax.com, Benzinga, and Reuters
X: @mattyglesias and @deanwball
Bluesky: @timkellogg.me and @jefe
Forums: r/technology and r/neoliberal
| 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, Engadget, HotHardware, Liliputing, TechEBlog, How-To Geek, Mashable, Android Central, PCMag, Tech Advisor, The Shortcut, MrMobile [Michael Fisher] on YouTube, TechRadar, The Verge, Digital Trends, Android Central, Android Central, The Verge, Phone Scoop, The Verge, Tom's Guide, and MakeUseOf. X: @captain2phones
| 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.
More: TechCrunch, Moneycontrol, The Keyword, eWeek, Tech Times, The Hans India, and Thurrott
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