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February 4, 2026, 10:50 PM
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Alphabet:
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B  —  MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Stephen Morris / Financial Times:
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago  —  Search giant reports more than $400bn in annual revenue for the first time  —  Google said it plans to double its capital expenditure …
Todd Spangler / Variety:
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
Anthropic:
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers  —  There are many good places for advertising.  A conversation with Claude is not one of them.
Sam Altman / @sama:
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”  —  First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
Suzanne Vranica / Wall Street Journal:
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad  —  Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
Abner Li / 9to5Google:
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18  —  Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.
Connor Hart / Wall Street Journal:
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER drops 5%
Reuters:
Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours  —  Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
Jonathan Vanian / CNBC:
Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback  —  Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
Daniel Kuhn / The Block:
Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role  —  Quick Take  — Kyle Samani, known for his early investment in Solana as part of Multicoin, is stepping back from the crypto-focused venture capital firm.
Jennifer Pattison Tuohy / The Verge:
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users  —  Amazon's revamped AI-powered assistant is now available to everyone in the US, with new tiers that include a free option for non-Prime users.
Jordan Novet / CNBC:
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security  —  Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
Jeremy Kahn / Fortune:
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners  —  Sara Hooker, an AI researcher and advocate for cheaper AI systems that use less computing power, is hanging her own shingle.
Jyoti Mann / The Information:
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick  —  Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.
Coco Liu / Bloomberg:
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M  —  Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain.
Kate Clark / Wall Street Journal:
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR  —  The startup is increasingly joining with creative stars and expanding its work with business customers
Ian King / Bloomberg:
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too  —  AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.
Isabelle Bousquette / Wall Street Journal:
Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics  —  An AI model developed by Google DeepMind is giving athletes like Maddie Mastro new insights into how their bodies move
More: Politico
Nick Turner / Bloomberg:
Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap  —  Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. for about $7.5 billion …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 10:50 PM ET, February 4, 2026.

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From Mediagazer

New York Times:
WaPo begins widespread layoffs, cutting into international coverage and more; sources: it is laying off 30% of its employees, including 300+ of 800 journalists

Todd Spangler / Variety:
Ex-WaPo Executive Editor Marty Baron says “this ranks among the darkest days in the history of” the paper; WaPo laid off Amazon beat reporter Caroline O'Donovan

Allie Canal / NBC News:
Trump says he will stay out of the Netflix-Paramount battle over WBD, a reversal from his December statement that he would be involved in the approval process

More News

Sabrina Ortiz / The Deep View:
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license

Earlier Picks

Chris Tapsell / Eurogamer.net:
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features
Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5%
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