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Techmeme
April 29, 2026, 11:20 PM
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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:
Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to $9.88B, vs. $9.99B est., and Google's ad revenue reached $77.25B, up from $66.89B in Q1 2025
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
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.
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:
Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY
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
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 …
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 …
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 …
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.
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 …
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 …
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 …
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.
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.

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This is a Techmeme archive page. It shows how the site appeared at 11:20 PM ET, April 29, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Jasper Ward / Reuters:
Filing: a US judge dismisses with prejudice Trump's defamation lawsuit against Wall Street Journal regarding a birthday card to Jeffrey Epstein signed by Trump

Reuters:
Independent Russian newspaper Novaya Gazeta plans to shut down after 30+ years, following pressure from Russian authorities and the persecution of its reporters

Amy Chozick / New York Times:
Amy Chozick, who wrote a profile of Elizabeth Holmes, talks about ghosting Nathan Fielder after tentatively agreeing to be filmed for You Can See Everything

More News

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
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

Earlier Picks

Clare Duffy / CNN:
Seven families of victims in the Tumbler Ridge shooting in Canada sue OpenAI, accusing it of failing to warn authorities about the suspect's ChatGPT activity
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
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”
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
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
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