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January 29, 2026, 5:50 AM
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| Microsoft: |
Microsoft reports Q2 revenue up 17% YoY to $81.27B, above $80.27B est., net income up 60% YoY to $38.5B, and Microsoft Cloud revenue up 26% YoY to $51.5B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
More: Search Engine Roundtable, Microsoft, Morningstar, CNBC, SiliconANGLE, GeekWire, Tom's Guide, and The Mac Observer
X: @bdsams, @lagoonlabsmv, @amitisinvesting, @patrickmoorhead, @thetranscript_, @benbajarin, @thetranscript_, @stocksavvyshay, and @satyanadella. LinkedIn: Emil Protalinski. Bluesky: @tomwarren.co.uk
| Tom Warren / The Verge: |
More: CNBC, Windows Central, Tech4Gamers, Al Jazeera, Kotaku, 80 Level, Sherwood News, Proactive, Thurrott, ZeroHedge News, Associated Press, XboxEra, and Media Play News
X: @welfare_jbp and @tomwarren
| Meta: |
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 6%+ pre-market — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
More: Finbold, CNBC, Shacknews, Social Media Today, DigiTimes, SiliconANGLE, PYMNTS.com, CNBC, Business Insider, Business Insider, Inc.com, Fortune, Axios, Crypto Briefing, Deadline, TheDesk.net, Forbes, The Wrap, GamesBeat, Variety, and MarketWatch
X: @munster_gene, @jackclarksf, @munster_gene, @munster_gene, @mikeisaac, @pronkdaniel, @richlightshed, @hedgeyecomm, @trishlaostwal, @zastocks, @hedgeyecomm, @mikeisaac, @munster_gene, @neilksethi, @munster_gene, @thetranscript_, @munster_gene, @qcapital2020, @mikeisaac, @mikeisaac, @hernanlopez, @munster_gene, @valuesense_io, and @supbagholder. LinkedIn: Emil Protalinski
Threads: @david_j_doherty and @documentingmeta
| Bloomberg: |
Meta expects 2026 capex at between $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs — Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
More: Wall Street Journal, Business Today, Morningstar, The Indian Express, Livemint, Yahoo Finance, Meta, Reuters, Financial Times, Quartz, Wall Street Journal, Sherwood News, The Mac Observer, and Barron's Online
X: @amitisinvesting, @hedgeyecomm, @ericjhonsa, @mikeisaac, @benitoz, @firstadopter, @thetranscript_, @hedgeyecomm, @hedgeyecomm, @conorsen, @bucketshopcap, @supbagholder, @zerohedge, @mikeisaac, @_josenajarro, @kakashiii111, @aleabitoreddit, @tanayj, @amitisinvesting, @rihardjarc, and @hedgeyecomm. LinkedIn: Kurt Wagner. Bluesky: @conorsen. Threads: @documentingmeta
| Jonathan Vanian / CNBC: |
More: TechCrunch, Business Insider, Mobile World Live, Moneycontrol, Engadget, Android Central, New York Times, and Tom's Guide
X: @thetranscript_, @gwanatu, and @hedgeyecomm
Forums: r/business and r/technology
| Russell Brandom / TechCrunch: |
More: Gizmodo, BBC, AdExchanger, Tech in Asia, The Verge, BMI, Adweek, The Motley Fool, MarketWatch, MarketWatch, Digital Journal, MarketWatch, Benzinga, Proactive, and Business Insider
| Connor Jones / The Register: |
Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly — The massively hyped agentic personal assistant has security experts wondering why anyone would install it
More: Ars Technica, Gizmodo, BleepingComputer, Pivot to AI, SOC Prime, Digital Trends, Michael Tsai, Wired, and PCMag
X: @theonejvo, @theonejvo, @llmjunky, @mattjay, @theonejvo, @irl_danb, @antoine_moyroud, @theonejvo, and @thedevilops. Bluesky: @campuscodi.risky.biz
| Kyle Kucharski / ZDNET: |
Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more — ZDNET's key takeaways — Google Chrome is being upgraded with Gemini 3 and a revamped sidepanel UX.
More: The Keyword, Ars Technica, Wired, Bloomberg, Gizmodo, Search Engine Journal, MediaNama, Business Today, The Register, Moneycontrol, Chrome Unboxed, Blockchain.News, Ukrainian National News, WinBuzzer, The Verge, XDA Developers, Neowin, MobileSyrup, PYMNTS.com, Digital Trends, iPhone in Canada, Android Central, CNET, CNBC, Tom's Guide, Associated Press, PCMag, Android Headlines, 9to5Google, BGR, The New Stack, Droid Life, Android Authority, SiliconANGLE, Android Authority, TechCrunch, and Engadget
X: @google, @_philschmid, @laparisa, @joshwoodward, @glenngabe, @addyosmani, @rosterloh, @krynsky, and @alexeheath
| Dylan Butts / CNBC: |
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price rises and HBM demand — Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits … | Kara Carlson / Bloomberg: |
Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval — Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs … | Robert McMillan / Wall Street Journal: |
Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors — Company targets global network employed by hackers that often use devices running in homes of everyday Americans
More: Google Cloud Blog, Benzinga, Android Authority, The Hacker News, Reuters, and PYMNTS.com
X: @denisewu, @mandiant, and @googlecloudsec. LinkedIn: Chris Cornillie. Mastodon: @briankrebs@infosec.exchange
| Chance Miller / 9to5Mac: |
Sebastiaan de With, co-founder of iPhone camera app Halide and who previously freelanced for Apple, says he has joined Apple's Human Interface Design team — Halide and Lux co-founder and designer Sebastiaan de With announced today that he is joining Apple's human interface design team.
More: MacRumors, The Verge, Engadget, AppleInsider, and The Mac Observer
Forums: r/apple and MacRumors Forums
| Hannah Lang / Reuters: |
Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors — The White House on Monday will meet with executives from the banking and cryptocurrency industries to discuss a path forward …
More: Bloomberg, Reuters, BeInCrypto, Cryptonews, Cointelegraph, The Crypto Times, NewsBTC, CoinGape, The Block, CoinDesk, and Bitcoin Magazine
| Julie Bort / TechCrunch: |
US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks — Many in the industry think the winners of the AI model market have already been decided: Big Tech will own it (Google, Meta …
More: Arcee AI and Interconnects AI
X: @arcee_ai, @latkins, @theonejvo, @scaling01, @sasurobert, @kalomaze, @cailen, @beffjezos, @natolambert, and @juddrosenblatt. LinkedIn: Mark McQuade. Bluesky: @prietschka
Forums: Hacker News and r/LocalLLaMA
| Anna Tong / Forbes: |
Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people — OpenAI is quietly building a social network and considering using biometric verification like World's eyeball scanning orb …
More: The Information, Digit, CoinGape, Cointelegraph, crypto.news, CoinDesk, Crypto Briefing, BeInCrypto, The Block, and The Defiant
X: @brij, @caro_milanesi, @forbes, and @annatonger
| Dylan Butts / CNBC: |
SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity — South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused … | Brody Ford / Bloomberg: |
IBM reports Q4 revenue up 12% YoY to $19.7B, above $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ — International Business Machines Corp. reported quarterly sales that topped analysts' estimates on strong growth for its closely watched software unit.
More: Reuters, SiliconANGLE, Constellation Research, Proactive, Investor's Business Daily, Yahoo Finance, Benzinga, CNBC, and IBM. X: @jaguaranalytics
| Sri Muppidi / The Information: |
Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round — OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI.| Christina Kyriasoglou / Bloomberg: |
STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. — STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts' estimates …
More: STMicroelectronics
| New York Times: |
Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump — The tech giant is spending $35 million to promote its film about the first lady, far more than is typical for documentaries.
More: NPR, The Hollywood Gossip, Screen Rant, The Cut, and The Hollywood Reporter
| Belle Lin / Wall Street Journal: |
The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI — New AI tools are helping managers stay on top of the complex processes underpinning an exploding sector
LinkedIn: Michael Marcus and Cameron Haldin
| Bloomberg: |
SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% YoY to €2.83B, and forecasts 2026 cloud revenue to grow at least 23% YoY to €25.8B — SAP SE shares fell the most in more than five years as current cloud backlog in the fourth quarter slipped …
More: Dow Jones Newswires, CNBC, diginomica, SAP SE, and Reuters
| Samantha Subin / CNBC: |
ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, above $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% — ServiceNow topped Wall Street's fourth-quarter estimates after the bell on Wednesday, but shares fell more than 3%. — Here's how the company performed versus LSEG estimates:
More: SiliconANGLE, Yahoo Finance, Constellation Research, Benzinga, diginomica, Bloomberg, Reuters, Fortune, and CRN
| Momoka Yokoyama / Bloomberg: |
Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B — Advantest Corp. shares jumped as much as 14% to a record high after the company beat earnings estimates and raised its forecast.
More: CNBC and Advantest Corporation
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