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February 4, 2026, 4:25 PM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
More: 9to5Google and CNBC
X: @munster_gene, @samsheffer, @rustybrick, @bushwoodcap, and @sundarpichai
| Anthropic: |
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers — There are many good places for advertising. A conversation with Claude is not one of them.
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Bluesky: @peark.es, @harri, and @emilprotalinski
Forums: Hacker News, r/ClaudeAI, r/singularity, and Slashdot
| Suzanne Vranica / Wall Street Journal: |
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad — Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
More: YouTube, Anthropic on YouTube, Business Insider, PCMag, MediaPost, Sports Business Journal, Neowin, New York Post, Anthropic on YouTube, Semafor, Business Insider, Ad Age, Syracuse Post-Standard, The Verge, Adweek, The Mac Observer, Anthropic on YouTube, Destructoid, ABC News, Creative Salon, 9to5Mac, Mashable, USA Today, Inc.com, and Thurrott
X: @claudeai, @signulll, @boazbaraktcs, @lachlan, @pitdesi, @tomwarren, @zeffmax, and @kate_rouch
Forums: r/ClaudeAI and r/singularity
| Sam Altman / @sama: |
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access” — First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
More: The Verge, Financial Times, Android Headlines, and Mashable
| Connor Hart / Wall Street Journal: |
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ — Ride-hailing company's quarterly profit falls on hefty charge — Uber Technologies fourth-quarter profit fell …
More: Uber, PYMNTS.com, Proactive, US consumer Feed, CFO Dive, Financial Times, and Reuters
X: @_balaji_km and @thetranscript_
| Natalie Lung / Bloomberg: |
More: Dow Jones Newswires, Business Insider, Yahoo Finance, Blockonomi, Sherwood News, Silicon Republic, and The Autopian. Forums: r/SelfDrivingCars
| Ram Iyer / TechCrunch: |
| Abner Li / 9to5Google: |
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 — Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.| Jennifer Pattison Tuohy / The Verge: |
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users — Amazon's revamped AI-powered assistant is now available to everyone in the US, with new tiers that include a free option for non-Prime users.| Kate Clark / Wall Street Journal: |
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR — The startup is increasingly joining with creative stars and expanding its work with business customers
More: Bloomberg, PYMNTS.com, Observer, MobiHealthNews, Blockchain.News, Tech Funding News, Lightspeed Venture Partners, Tech.eu, Reuters, TechCrunch, and Sifted
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LinkedIn: David Lu and Kate Clark
| Tom Warren / The Verge: |
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users — Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
More: The New Stack, The GitHub Blog, The GitHub Blog, and The GitHub Blog
Bluesky: @marypcbuk and @tomwarren.co.uk
| Nick Turner / Bloomberg: |
Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap — Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. for about $7.5 billion …
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| Jordan Novet / CNBC: |
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security — Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
More: Microsoft, Bloomberg, CRN, The Information, GeekWire, Thurrott, The Verge, and Business Insider
| Sam Reynolds / CoinDesk: |
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison — U.S. prosecutors say the Taiwanese operator of the $105 Million Incognito Market used cryptocurrency and anonymity tools …
More: US Department of Justice, The Verge, The Record, Security Affairs, Coinspeaker, Cryptonews, BleepingComputer, The Block, and Decrypt. X: @sdnynews
| Ian King / Bloomberg: |
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too — AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.| Jill R Shah / Financial Times: |
Tether CEO Paolo Ardoino says Tether's target of raising $15B to $20B was a “misconception”; sources say Tether's advisers have floated raising as little as $5B — CEO Paolo Ardoino downplays the scale of $185bn stablecoin group's capital raise
More: Reuters, NewsBTC, Yahoo Finance, Bitcoin Insider, Decrypt, The Block, Cointelegraph, The Crypto Times, crypto.news, and Crypto Briefing. Bluesky: @staffordphilip
| BBC: |
Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs — Pinterest has sacked two engineers for tracking which workers lost their jobs in a recent round of layoffs.| The Information: |
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon — As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement … | Sabrina Ortiz / The Deep View: |
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license — AI assistants are going voice-first, and Mistral AI just launched its models to compete. — On Wednesday, the French AI startup …
More: VentureBeat, Mistral AI, and Wired
| Rebecca Torrence / Bloomberg: |
Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address outages, raised $125M led by Lightspeed at a $1B valuation — Resolve AI, a startup building AI agents to find and fix problems in live software systems, just hit a $1 billion valuation in a new funding round.
More: Resolve AI and FinSMEs
| Leo Schwartz / Fortune: |
TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation — When TRM Labs cofounders Esteban Castaño and Rahul Raina moved to San Francisco in 2018 to create a startup, their mentors told … | Michael J. de la Merced / New York Times: |
Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation — The year-old company, founded by veterans of the autonomous vehicle business Waymo, is seeking to automate excavators and other building equipment.| Rebekah Valentine / IGN: |
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more — We spoke to the game's creator about the journey of the last 10 years, and why he keeps returning to the valley.| Simon Sharwood / The Register: |
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, offering users the AI agent platform as a service; many OpenClaw users run it on a Mac mini — As analyst house Gartner declares AI tool ‘comes with unacceptable cybersecurity risk’ and urges admins to snuff it out
More: Security Boulevard, Rest of World, and Implicator.ai
| Coco Liu / Bloomberg: |
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M — Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain.| Jason Schreier / Bloomberg: |
A profile of game studio Obsidian, which Microsoft acquired in 2018, as it seeks to shorten development times and cut costs after releasing three titles in 2025 — Microsoft's Obsidian Entertainment is searching for ways to make games more quickly and on smaller budgets.
More: GamesIndustry.biz, Polygon.com, The Guardian, Gamereactor UK, Gameranx, 80 Level, and Screen Rant
Bluesky: @jasonschreier, @jasonschreier, @knoebel, and @toadsanime.lostincult.co.uk
Forums: r/projecteternity, r/rpg_gamers, r/GroundedGame, r/avowed, r/theouterworlds, r/kindafunny, r/gaming, r/PS5, and r/xbox
| Chris Tapsell / Eurogamer.net: |
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features — Steven Allison acknowledges some people will always say “F— Epic", as focus finally shifts to player experience.
More: TheGamer, Dexerto, Kotaku, KitGuru, Rock, Paper, Shotgun, Gameranx, VideoCardz.com, Gamereactor UK, PC Gamer, and GamesIndustry.biz
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| Jyoti Mann / The Information: |
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.
X: @sgtpeppercap, @jyoti_mann1, @negligible_cap, and @jyoti_mann1
| Deborah Sophia / Reuters:NEW |
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B — Alphabet (GOOGL.O) said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent … | Financial Times: |
Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval — The state department has pushed for close scrutiny before approving export licences — Michael Acton in San Francisco …
More: Asia Financial, The Information, and Benzinga
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Newest
Deborah Sophia / Reuters:
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26BFind
5 minutes ago
Todd Spangler / Variety:
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptionsFind
10 minutes ago
Alphabet:
Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46BFind
21 minutes ago
Jyoti Mann / The Information:
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 MaverickFind
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Sam Altman / @sama:
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”Find
64 minutes ago
Coco Liu / Bloomberg:
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232MFind
1½ hours ago
Abner Li / 9to5Google:
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18Find
3 hours ago
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