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January 29, 2026, 6:45 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 …
Reuters:
Microsoft reports Azure Q2 revenue up 39% YoY, above 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which came from OpenAI alone
Tom Warren / The Verge:
Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass
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.
Bloomberg:
Meta expects its 2026 capex to be $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.
Jonathan Vanian / CNBC:
Meta reports Reality Labs Q4 revenue of $955M, vs. $940.8M est., and a $6.02B operating loss, vs. $5.67B est.; Reality Labs now has $75B+ in losses since 2020
Russell Brandom / TechCrunch:
In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at “agentic shopping tools”
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 …
Financial Times:
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI  —  Elon Musk's electric-car maker invests $2bn in the billionaire's xAI  —  Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
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
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.
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
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 …
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 …
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.
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 …
Jiahui Huang / Wall Street Journal:
Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles  —  The Zelos-Cainiao robovan fleet is set to top 20,000 vehicles  —  Alibaba's logistics arm is merging its autonomous-driving unit …
More: Reuters and Benzinga
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.

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This is a Techmeme archive page. It shows how the site appeared at 6:45 AM ET, January 29, 2026.

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From Mediagazer

Jody Godoy / Reuters:
Sources: a group of US states is preparing a lawsuit against Paramount's WBD acquisition; California's AG has said his office would make a decision soon

Ted Johnson / Deadline:
Memo: Lesley Stahl, Bill Whitaker, and Jon Wertheim say they will stay at 60 Minutes as they don't want to see it die and are “working to build trust with Nick”

Anthony D'Alessandro / Deadline:
This weekend, Lionsgate's Michael will become the studio's highest grossing movie; the Michael Jackson biopic has earned $346.6M domestically and $508M+ abroad

More News

Earlier Picks

Jonathan Stempel / Reuters:
Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data
Tom Knowles / The Guardian:
The UK's Advertising Standards Authority bans some Coinbase ads, finding them “irresponsible” for suggesting crypto as a solution to the cost of living crisis
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
Wired:
The US DHS confirms NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people, to CBP and ICE
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