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July 31, 2025, 9:30 AM
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Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 8%+  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
CNBC:
Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after shares jumped 8%+ in after-hours trading on better-than-expected results
Reuters:
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.
Tom Warren / The Verge:
Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13%
Bloomberg:
The Trump administration says Apple, Google, OpenAI, Amazon, Anthropic, and 60+ companies have pledged to make data sharing seamless across health care systems  —  Leading US technology companies, including Amazon.com Inc., Anthropic, Apple Inc., Alphabet Inc.'s Google and OpenAI Inc. …
Sean Michael Kerner / VentureBeat:
Stack Overflow survey: 84% of developers use or plan to use AI tools in their workflow, up from 76% in 2024, and 33% trust AI accuracy, down from 43% in 2024  —  More developers than ever before are using AI tools to both assist and generate code.  —  While enterprise AI adoption accelerates …
Jonathan Vanian / CNBC:
Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B  —  Meta shares jumped 10% after the company reported second-quarter earnings on Wednesday that beat on revenue.  Here's how the company did, compared with estimates from analysts polled by LSEG:
Meta:
Meta reports Q2 revenue up 22% YoY to $47.5B, vs. $44.8B est., net income up 36% to $18.3B, family DAP up 6% to 3.48B for June 2025; META jumps 10%+
CNBC:
Meta's Reality Labs Q2: revenue up 5% YoY to $370M, vs. $381M est., and a $4.53B operating loss, vs. $4.99B est.; Reality Labs has lost nearly $70B since 2020
Bloomberg:
OpenAI launches Stargate Norway, the first Stargate-branded initiative in Europe, to build a 230MW data center owned by a joint venture between Nscale and Aker  —  OpenAI has agreed to be an anchor customer for a new data center in Norway, the first European site for the artificial intelligence company's Stargate infrastructure effort.
Google DeepMind:
Google DeepMind unveils AlphaEarth Foundations, an AI model that unifies petabytes of Earth observation data and helps scientists create detailed maps on demand  —  New AI model integrates petabytes of Earth observation data to generate a unified data representation that revolutionizes global mapping and monitoring
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 0.7% YoY to $53.7B, vs. $53.6B est., operating profit down 55% YoY to $3.4B, vs. $3.8B est., with chips operating profit down ~94%  —  Samsung Electronics on Thursday reported a second-quarter operating profit of 4.7 trillion Korean won, missing expectations …
Annie Palmer / CNBC:
Trump signs an EO ending the de minimis exemption for packages worth $800 or less from all countries, after shuttering the loophole for goods from China in May  —  President Donald Trump on Wednesday signed an executive order ending the de minimis trade loophole for low-value packages shipped from all countries.
Michael Kan / PCMag:
Mark Zuckerberg says “We'll need to be rigorous about mitigating” the new risks raised by superintelligence and “careful about what we choose to open source”  —  Meta's CEO says developing superintelligent AI is ‘now in sight.’ But it won't be open source like Llama …
Sankalp Phartiyal / Bloomberg:
iPhone exports to the US from India are currently exempt from Trump's latest 25% tariffs on India; India now accounts for 20%+ of global iPhone production  —  Apple Inc.'s iPhone exports to the US from India will remain untouched by President Donald Trump's latest 25% tariffs on the South Asian nation, for now.
Kif Leswing / CNBC:
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.  —  Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a stronger-than-expected guide for the current quarter.
Jess Weatherbed / The Verge:
Uber Eats adds AI tools to generate for menu item descriptions, enhance food images, and more; it will pay customers in some countries for uploading food photos  —  Some customers can also get paid for uploading pictures of their meals. … The menus on your next Uber Eats order may be embellished using generative AI.
More: TechCrunch
Financial Times:
How AI has transformed data center design, with concerns about overspending on AI infrastructure, sparked by DeepSeek, fading amid the ongoing building frenzy  —  The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed
Abner Li / 9to5Google:
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections  —  In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
Jordan Novet / CNBC:
Figma priced its US IPO at $33 per share, above its expected range of $30 to $32, raising $1.2B in the offering and valuing the company at $19.3B  —  Figma, the developer of design software that was supposed to get acquired by Adobe, priced its IPO on Wednesday at $33 per share, above its expected range.
Bloomberg:
Sources: Klarna is considering reviving its potential NY IPO as soon as September, after earlier putting plans on hold amid market turbulence due to tariffs  —  Klarna Group Plc is considering reviving its potential New York initial public offering as soon as September, people familiar with the matter said …
Max A. Cherney / Reuters:
Oxide Computer, which provides on-premises cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund  —  Cloud server builder Oxide Computer Company on Wednesday said it has raised $100 million in financing to help the company expand …
Katie Roof / Bloomberg:
Anaconda, which provides AI development tools for developers and data scientists, raised $150M+ led by Insight Partners, source says at a $1.5B valuation  —  Artificial intelligence startup Anaconda Inc. has raised a new funding round that values the company at $1.5 billion, according to a person familiar with the matter.
Reuters:
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips  —  China's cyberspace regulator said it has asked U.S. semiconductor maker Nvidia (NVDA.O) to explain whether its H20 artificial intelligence chips …
Shashank Pathak / Entrackr:
Safe Security, formerly Lucideus, which quantifies cyber risk using ML, raised a $70M Series C led by Avataar Ventures, bringing its total funding to $170M+  —  Cybersecurity startup Safe Security, previously known as Lucideus, has secured $70 million in a Series C round, led bybAvataar Ventures.

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From Mediagazer

Bloomberg:
Sources: WBD begins exclusive talks with Netflix to sell its film and TV studios and HBO Max; Netflix is offering a $5B breakup fee if the deal isn't approved

The Guardian:
Ireland, Spain, Slovenia, and the Netherlands exit Eurovision after Israel received an all-clear to compete; the BBC and Germany's SWR plan to participate

James Faris / Business Insider:
Kalshi strikes a deal with CNBC that will integrate Kalshi's prediction data into CNBC's channel, site, and app starting in 2026, days after striking a CNN deal

More News

Earlier Picks

Michael Bodley / PitchBook:
Margit Wennmachers, who has shaped a16z's marketing approach since joining in 2010, is stepping down and “graduating” from operating partner to partner emeritus
MacKenzie Sigalos / CNBC:
Robinhood reports Q2 revenue up 45% YoY to $989M, vs. $908M est., net income up 105% YoY to $386M, and funded customers up 10% YoY to 26.5M, vs. 26.1M est.
Josh Wingrove / Bloomberg:
In a report, Trump's Working Group on Digital Asset Markets urges regulators to clarify digital asset trading rules and ease adoption of new financial products
Richard Speed / The Register:
Dropbox says it will discontinue Dropbox Passwords, launched in 2020, on October 28 to focus on its core product, and recommends 1Password as a replacement
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