Techmeme
April 30, 2026, 2:25 AM

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  —  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:
Angel Au-Yeung / Wall Street Journal:
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:
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:
Emma Roth / The Verge:
Bloomberg:
Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation  —  Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 5.55% 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 …
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 eightfold increase in first-quarter operating profits on Thursday, hitting a new record …
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.
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 …
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 …

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Earlier Picks

Mark Gurman / Bloomberg:
Chris Welch / Bloomberg:
Natalie Lung / Bloomberg:
Sarah Perez / TechCrunch: