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February 6, 2025, 8:55 PM
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| Amazon.com, Inc.: |
Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2024. Fourth Quarter 2024
More: GeekWire, cloudflare.net, Entrepreneur, and Constellation Research
X: @danielnewmanuv, @thetranscript_, @danielnewmanuv, @toddbishop, @munster_gene, @thetranscript_, @firstadopter, @beth_kindig, @beth_kindig, @thetranscript_, @amazon, @thetranscript_, @stockmarketnerd, @firstadopter, @thetranscript_, @amazonnews, @thetranscript_, @thetranscript_, @firstadopter, @munster_gene, and @munster_gene
| Annie Palmer / CNBC: |
Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est., and AWS operating income of $10.6B, up from $7.2B in Q4 2023 — Amazon reported better-than-expected earnings and revenue for the fourth quarter, but it gave disappointing guidance for the current period. The stock slipped in extended trading.
More: Runtime, Thurrott, Reuters, Proactive, Sherwood News, and SupplyChainBrain. Forums: r/StockMarket
| Annie Palmer / CNBC: |
Amazon expects to boost its capex to $100B in 2025, largely driven by AI and up from 2024's ~$83B, on what Andy Jassy calls a “once-in-a-lifetime” opportunity — Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its investments in artificial intelligence.| Natalie Andrews / Wall Street Journal: |
US lawmakers introduce a bipartisan bill that would ban DeepSeek's app from government-owned devices, amid concerns that the app allows China to see user data — Bipartisan bill comes amid concerns that the application allows China to see user data — WASHINGTON—Lawmakers plan to introduce …
More: Ars Technica, 9to5Mac, SiliconANGLE, Josh Gottheimer, Android Police, Android Authority, NBC News, The Record, Engadget, Cyber Daily, Bloomberg, Associated Press, Forbes, PYMNTS.com, WinBuzzer, Business Insider, Semafor, Techstrong.ai, Research & Development World, Fortune, nextpit, Washington Examiner, ABC News, DNyuz, Quartz, Fox Business, and The National Pulse
Bluesky: @desert29girl, @occupymaga, and @elkmovie
X: @benfritz, @sam_baker, @msmelchen, @repjoshg, and @yahoofinance. LinkedIn: Massimo Donna. Forums: Ars OpenForum
| Mark Gurman / Bloomberg: |
Sources: Apple plans to unveil its long-awaited overhaul of the iPhone SE as early as next week, opting to reveal it on its website instead of at a launch event — - Revamped SE model is set to be unveiled in the coming days — Apple plans flurry of 2025 products, including smart home hub
More: MacRumors, XDA Developers, 9to5Mac, Appleosophy, The Verge, AppleInsider, MacRumors, Forbes, iClarified, TechRadar, Patently Apple, and Digital Trends
Bluesky: @parkerortolani.com and @markgurman
Forums: r/apple and MacRumors Forums
| Zaheer Kachwala / Reuters: |
Take-Two reports Q3 net bookings up 3% YoY to $1.37B, vs. $1.39B est., and reiterates GTA VI is set to launch in the fall of 2025; TTWO jumps 6%+ after hours — Take-Two Interactive Software (TTWO.O) forecast its fourth-quarter bookings below Wall Street expectations on Thursday …
More: IGN, Take-Two Interactive, VentureBeat, Variety, VICE, Press Start, Comic Book, and Sherwood News. X: @deeketweak
| Jess Weatherbed / The Verge: |
Google Photos starts adding its SynthID watermarks to photos that have been edited using Magic Editor, but says some changes may be too small to detect — But Google admits that some generative AI adjustments may be ‘too small’ for SynthID to detect. — But Google admits …
More: The Keyword, Digital Trends, PetaPixel, TechCrunch, Android Headlines, WinBuzzer, Engadget, Android Authority, Droid Life, Android Police, Trusted Reviews, Phandroid, and Android Faithful. Forums: r/Android
| Abner Li / 9to5Google: |
Email: Google is testing a Search “AI Mode” powered by Gemini 2.0 that lets users ask “open-ended / exploratory questions” and get AI Overview-style responses — As previously spotted, Google Search is working on a new “AI Mode” that offers a “persistent place” …
More: Spyglass, Android Police, Search Engine Land, WinBuzzer, Business Standard, Android Headlines, Android Authority, and Android Central. Forums: Slashdot
| Romain Dillet / TechCrunch: |
Mistral releases iOS and Android apps and unveils several updates to its AI assistant Le Chat, including a $14.99 per month Pro tier — Mistral, the company that is sometimes considered as Europe's great hope for AI, is releasing several updates to Le Chat, its AI assistant product.
More: Mistral AI, 9to5Mac, MacRumors, PYMNTS.com, Business Insider, The Decoder, SiliconANGLE, VentureBeat, Cerebras, Techstrong.ai, The Information, KnowTechie, Reuters, Yahoo Finance, and TestingCatalog
Bluesky: @shlead. X: @dhravyashah, @turnernovak, @qtnx_, @kimmonismus, @suhail, @ericschmidt, @shikhar_sri, @nkkall, @kylebrussell, @mohamed3on, @pkoval, @onetwoval, @dchaplot, @felix_nuno, @paulbz, @teroterotero, @julienetaix, @altryne, @mistralai, @hakimsidahmed1, @levi_xubbbb, @burkov, @marcosgorgojo, @europeanpan, @arthurmensch, @alexmasmej, @nremond, @simonbitwise, @arthurmensch, @divyanshkul, @terryyuezhuo, and @polmaire. LinkedIn: Marjorie Janiewicz. Forums: r/LocalLLaMA
| Katherine Long / Wall Street Journal: |
DOGE staffer Marko Elez resigns after being linked to racist posts on X; he was embedded in the US Treasury and previously worked at SpaceX, Starlink, and X — A staffer for Elon Musk's Department of Government Efficiency whose access to U.S. Treasury payment systems was approved …
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X: @moorehn, @pitdesi, @iwillleavenow, @byklong, @billkristol, @pitdesi, @rachelvand, and @riegerreport
Forums: r/Republican, r/TrueReddit, r/stupidpol, r/1102, r/rutgers, r/politics, r/news, r/newjersey, r/technology, and r/Fauxmoi
| Washington Post: |
More: PYMNTS.com, Gizmodo, Futurism, NBC News, International Business Times, Daily Kos, The Register, Mother Jones, Raw Story, and Forbes
Bluesky: @bgrueskin, @repdelbene, @andrewtorrez, @alondra, @jfcath, @rimaanabtawi, @occupymaga, @camerondurham, @camerondurham, @emptywheel, @stucowan, and @rodhilton.com. Mastodon: @jeffjarvis@mastodon.social
| Emma Roth / The Verge: |
OpenAI opens ChatGPT search to users who are not logged in, after launching it to paying subscribers in October 2024 and logged-in users in December 2024 — OpenAI is making its AI search engine more accessible. — OpenAI is making its AI search engine more accessible.
More: Ghacks, VICE, Android Police, Tom's Guide, MakeUseOf, WinBuzzer, iDownloadBlog.com, Android Headlines, CNET, iPhone in Canada Blog, PCWorld, Windows Central, TechRadar, Livemint, Wccftech, TechSpot, The Decoder, The Indian Express, Laptop Mag, Business Standard, TestingCatalog, Neowin, BGR, and MacRumors
| Julaiza Alvarez / Bloomberg: |
Pinterest reports Q4 revenue up 18% YoY to $1.15B, vs. $1.14B est., MAUs up 11% YoY to 553M, and forecasts Q1 revenue will top est.; PINS up 14% after hours — Pinterest Inc. posted strong holiday-quarter revenue and gave an upbeat forecast for sales in the current period …
More: PYMNTS.com, Pinterest, Reuters, CNBC, and Benzinga
| MacKenzie Sigalos / CNBC: |
Affirm reports Q2 revenue up 47% YoY to $866M, vs. $807M est., GMV up 35% YoY to $10.1B, and active consumers up 23% YoY to 21M; AFRM jumps 10%+ after hours — WATCH NOW — Affirm shares jumped more than 15% in extended trading on Thursday after the provider of buy now, pay later loans …
More: Benzinga, Affirm, and Associated Press
| Bloomberg: |
Sources: Winklevoss' crypto exchange Gemini is considering an IPO as soon as this year; crypto exchange operator Bullish is also considering an IPO in 2025 — Gemini, the cryptocurrency firm backed by the billionaire Winklevoss twins, is considering an initial public offering as soon as this year …
More: CoinDesk, The Information, The Block, CoinGape, CryptoSlate, Crypto Briefing, and crypto.news
| Maxwell Zeff / TechCrunch: |
Stanford and University of Washington AI researchers claim they trained AI reasoning model s1, distilled from a Gemini 2.0 model, for under $50 in cloud compute — AI researchers at Stanford and the University of Washington were able to train an AI “reasoning” model for under $50 in cloud compute credits …
More: simplescaling on GitHub, arXiv.org, The Verge, AI Daily News, SiliconANGLE, TechSpot, iPhone in Canada Blog, Digital Trends, GeekWire, Fortune, Gizmodo, MarkTechPost, BGR, Interesting Engineering, Sherwood News, WinBuzzer, and Simon Willison's Weblog
Bluesky: @vordio.net, @yungherzog, @edzitron.com, @calebheeringa, @achtminus, @mims, @flutxo, @gcampax.com, @khunger, and @edzitron.com. Mastodon: @LeviKornelsen@dice.camp
X: @arankomatsuzaki, @nathanbrasher, @chai_research, @vin_sachi, @albalakalon, @andrewcurran_, @reach_vb, @abrichr, @mishig25, @natolambert, @sirajraval, @zitongyang0, @simonw, @muennighoff, @dimitrispapail, @rao2z, @huybery, and @omarsar0
Forums: Hacker News, r/wallstreetbets, Beehaw, and Slashdot
| Paul Sawers / TechCrunch: |
GitHub announces updates for Copilot, including Vision for Copilot to generate interfaces, code, and alt text from a screenshot, photo, or a diagram — GitHub has announced a slew of updates for Copilot, while also giving a glimpse into a more agentic future for its AI-powered pair programmer.
More: The GitHub Blog, Visual Studio Magazine, ZDNET, Thurrott, Maginative, and Neowin
X: @satyanadella and @ashtom
| Jenna McLaughlin / NPR: |
Sources: some staffers at CISA were given deferred resignation offers and just hours to decide whether to accept them, extending broader cybersecurity fears — Employees at the Department of Homeland Security's Cybersecurity and Infrastructure Security Agency, or CISA … | Sharon Goldman / Fortune: |
Sources: OpenAI co-founder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup; he left Anthropic after joining the startup in August 2024 — OpenAI cofounder John Schulman is joining former OpenAI CTO Mira Murati's stealth startup after departing Anthropic just five months … | Cecilia D'Anastasio / Bloomberg: |
Roblox reports Q4 revenue up 32% YoY to $988.2M, bookings up 21% YoY to $1.36B, vs. $1.37B est., and DAUs up 19% YoY to 85.3M, vs. 88.4M est.; RBLX falls 15%+ — - Roblox had 85.3 million daily active users in fourth quarter — The company's quarterly bookings reached $1.36 billion| Stephanie Hughes / Bloomberg: |
Payments software company Lightspeed says it plans to continue operating as a publicly traded company and will buy back up to $400M of stock; LSPD falls 15%+ — - Board of directors ‘unanimously’ agreed not to go private — Shares slide 16% after company announces results of review| Bloomberg: |
CoinMarketCap: $MELANIA fell ~90% since January 20, while $TRUMP fell ~75% from its all-time high; most wallets that bought $TRUMP made no more than $13 — - First Lady's token has lost $1.44 billion in market value — President's token has lost almost $11 billion in market value
Bluesky: @variousinterests, @daniloc.xyz, and @jimcashel
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