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April 29, 2026, 9:55 PM
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memeorandum
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| 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 — 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 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, Tubefilter, MediaPost, Proactive, The Wrap, TheDesk.net, and Cord Cutters News
X: @andysignore, @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: Reuters, Bloomberg Law, Nikkei Asia, Investing.com, The Straits Times, CNBC, Fortune, Digital Journal, Wall Street Journal, The Information, Deadline, CNBC-TV18, Android Central, Telegraph, Quartz, The Hollywood Reporter, Variety, Yahoo Finance, Capital Brief, 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: Business Insider, Engadget, Associated Press, Social Media Today, Mediaweek, Marketing Interactive, SiliconANGLE, Meta, and Yahoo Finance
X: @stocksavvyshay, @stockmarketnerd, @hedgeyecomm, @munster_gene, @munster_gene, @supbagholder, @briansozzi, @drewcohenmoney, @stocksavvyshay, @munster_gene, and @munster_gene
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 …
More: Pure Xbox, DayOne, and Search Engine Roundtable
| 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, The Register, Macau Business, Tech4Gamers, Yahoo Finance, Reuters, 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: PYMNTS.com, SiliconANGLE, About Amazon, Thurrott, Yahoo Finance, Bloomberg, Constellation Research, and Benzinga
| 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, New York Times, CNBC, The Verge, Gizmodo, TechCrunch, BBC, Business Insider, Mercury News, Wired, Axios, New York Times, The Times, Reality Tea, Newser, NBC News, Livemint, CBS News, Al Jazeera, The Independent, Courthouse News Service, Techstrong.ai, San Francisco Chronicle, Financial Times, The American Bazaar, The Guardian, NPR, Fox Business, and Bloomberg
X: @ceodonovan, @miles_brundage, @ceodonovan, @garymarcus, @mikeisaac, @_nathancalvin, @ceodonovan, @mikeisaac, @ceodonovan, @hadas_gold, @mikeisaac, @michelletomkim, @zeffmax, and @mikeisaac. Bluesky: @donmoyn
| 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, Bloomberg Law, and The Japan Times
| 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, Reuters, The Straits Times, The Asia Business Daily, and CNBC
| 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, MarketWatch, CNBC, Thurrott, Android Central, Yahoo Finance, Reuters, and SiliconANGLE
X: @benbajarin and @patrickmoorhead
| 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 … | 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 … | 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 …
More: Meta Business Help Center, The Information, CoinCentral, Decrypt, Bitcoin News, Coinpaper, Crypto Briefing, The Crypto Times, CoinDesk, The Block, and CoinGape
X: @0xpolygon, @varunsrin, @entrylevelvp, @hhorsley, @ryanwatkins_, @0xaishwary, @whosknave, @0xmarcb, @nischayup, @andymstone, @sandeepnailwal, @dwr, @hosseeb, @0xpolygon, @stripe, @matthuang, @laurashin, @dianachimes, @toly, @jerallaire, @vibhu, and @solana. Forums: r/CryptoCurrency
| 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, Social Media Today, Politico, European Commission, Ukrainian National News, PaymentSecurity.io, The Information, Helsinki Times, The Record, Reclaim The Net, Mashable, The Hill, iPhone in Canada, PetaPixel, Wall Street Journal, The Verge, RTÉ, Business Post, Financial Times, and Politico
X: @mollyroseorg and @digitaleu
LinkedIn: Innocenzo Genna and Henna Virkkunen
Bluesky: @nicolashenin.net, @superglaze.eurosky.social, @daphnek, @claesdevreese, @justinhendrix, and @ec.europa.eu
| Kelly Cloonan / Wall Street Journal: |
eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates — The company logged a profit of $512 million, or $1.12 a share — EBay recorded higher profit and revenue in its latest quarter as gross merchandise volume climbed.
More: Barron's Online, Silicon Valley Business …, Yahoo Finance, eBay, Reuters, and Benzinga
| 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: 9to5Google, Android Authority on YouTube, Global Blog, CNET, Good e-Reader, CNET on YouTube, Jaime Rivera on YouTube, Liliputing, Android Central, Global Blog, PCMag, Tech Advisor, The Shortcut, MrMobile [Michael Fisher] on YouTube, 9to5Google, Global Blog, TechEBlog, TechRadar, Global Blog, The Verge, Digital Trends, Global Blog, Mashable, How-To Geek, HotHardware, Android Central, Android Central, The Verge, Global Blog, and The Verge
| Natalie Lung / Bloomberg: |
Uber partners with Expedia to launch a hotel booking integration in its app in the US, and plans to add Expedia's Vrbo brand later in 2026 — Uber Technologies Inc. is adding hotel bookings in its flagship app, marking the ride-hail company's biggest push yet into the travel market as it seeks to create an everything platform.| 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 … | 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 … | 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, CNET, Android Police, Engadget, How-To Geek, 9to5Toys, Digital Trends, iPhone in Canada, Android Central, and Ubergizmo
X: @joshwoodward, @googleworkspace, and @geminiapp
| 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.| 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 MondaySponsor Posts
Niantic Spatial:
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Fixing communication friction: How Zoho Workplace gives every conversation the right space — Work doesn't break all at once. It slowly, silently wears out. It's not the dramatic communication failures that kill productivity.
Fixing communication friction: How Zoho Workplace gives every conversation the right space — Work doesn't break all at once. It slowly, silently wears out. It's not the dramatic communication failures that kill productivity.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Anuma:
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.Featured Podcasts
Big Technology Podcast:
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Uncapped with Jack Altman:
Tarek Mansour from Kalshi
Conversations with people I admire about things I'm genuinely interested in.
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Channels with Peter Kafka:
AI Can Make Software Now. That Changes Everything, with Paul Ford
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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The Social Radars:
Ron Conway, Founder, SV Angel: Silicon Valley Bank Crisis
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
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Invest Like the Best:
Paul Tudor Jones - Lessons From 50 Years in Markets
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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