|
January 29, 2026, 6:20 AM
|
Mediagazer
memeorandum
WeSmirchTop News
| 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: Business Today, Search Engine Roundtable, Microsoft, Morningstar, CNBC, SiliconANGLE, GeekWire, and Tom's Guide
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, Al Jazeera, Tech4Gamers, 80 Level, Kotaku, 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 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.
More: Wall Street Journal, The Guardian, Business Today, Mobile World Live, TechCentral.ie, The Indian Express, Gizmodo, Livemint, CNBC, Yahoo Finance, Digital Journal, Meta, Reuters, Financial Times, Quartz, Wall Street Journal, Sherwood News, Benzinga, 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, 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: Axios, BBC, AdExchanger, Tech in Asia, BMI, The Verge, Adweek, The Motley Fool, MarketWatch, MarketWatch, MarketWatch, Benzinga, Proactive, and Business Insider
| 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 …
More: CNBC, NBC News, Forbes, New Atlas, Inc.com, Associated Press, Automotive News, Electrek, New York Times, Australian Financial Review, San Francisco Business Times, BBC, Implicator.ai, Axios, and The Verge
Bluesky: @pickardje and @mzjacobson
Forums: r/RealTesla, r/cars, r/electricvehicles, r/teslainvestorsclub, r/teslamotors, and r/wallstreetbets
| 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, and Wired
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, MacRumors, 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, CNBC, 9to5Google, 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 hikes and HBM demand — Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits … | Sam Reynolds / CoinDesk: |
The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership — The agency says issuer approval is required for true tokenized ownership, warning that many stock tokens sold to retail investors provide only indirect or synthetic exposure.| 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
| 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.| 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
| 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 … | 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, and The Cut
X: @tomsteyer, @ronfilipkowski, @repjackkimble, @glen_mcgregor, @bruce_arthur, @covie_93, @jayblackisfunny, @nategilbert, @bmeiselas, @bmeiselas, @travisakers, @oldfriend99, @hearinladotcom, @sundaedivine, and @jeff__benjamin. Bluesky: @bmeiselas. Forums: r/boxoffice
| 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
X: @stevemoser, @basicappleguy, @sdw, @cultofmac, @taylorcarrigan, and @mweinbach. Mastodon: @gernot@mas.to
Forums: r/apple and MacRumors Forums
| 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: Benzinga, Dow Jones Newswires, CNBC, diginomica, SAP SE, and Reuters
Sponsor Posts
Clay:
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Soxton:
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Zoho:
Your website, your brand: A website building guide for tech partners — In a competitive market, trust is what makes businesses choose you and stay with you. As a tech partner, you can take steps to build …
Your website, your brand: A website building guide for tech partners — In a competitive market, trust is what makes businesses choose you and stay with you. As a tech partner, you can take steps to build …
IDrive:
Geometric Grand Unification — Solving the Hubble Tension & Proton Mass — Physics solved? AI verifies model unifying gravity & particles by deriving constants from vacuum geometry. Identifies void-driven topology.
Geometric Grand Unification — Solving the Hubble Tension & Proton Mass — Physics solved? AI verifies model unifying gravity & particles by deriving constants from vacuum geometry. Identifies void-driven topology.Featured Podcasts
Big Technology Podcast:
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon's Struggles
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Hard Fork:
Elon Musk's Mega-Merger + We Test Google's Project Genie + What's Next for Moltbook Creator
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Channels with Peter Kafka:
Jeff Bezos Used To Be In Love with The Washington Post. What Happened?
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Cheeky Pint:
Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Great Chat:
Is building in public over?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Tools and Weapons with Brad Smith:
Special Edition: Key findings from the Microsoft AI Diffusion Report
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 6:20 AM ET, January 29, 2026.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
Hadas Gold / CNN:Financial Times:
Todd Spangler / Variety:
Upcoming Tech Events
Earlier Picks
| Jonathan Stempel / Reuters: |
| Tom Knowles / The Guardian: |
More: asa.org.uk, City A.M., PR Week UK, campaignlive.co.uk, The Block, CoinDesk, and UKTN
| Jeff John Roberts / Fortune: |
More: Decrypt, The Information, BeInCrypto, Wall Street Journal, Bitcoin Insider, crypto.news, The Crypto Times, Benzinga, PYMNTS.com, Yahoo Finance, The Block, and Bloomberg. Forums: r/fidelityinvestments
| Shirin Ghaffary / Bloomberg: |
More: Ventureburn, SiliconANGLE, San Francisco Business Times, and Coatue