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February 5, 2026, 6:31 AM
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| Alphabet: |
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and 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.
More: CNBC, New York Times, Thurrott, AppleInsider, Finbold, Inc, 9to5Google, Verdict, Reuters, CNBC, International Business Times, 9to5Mac, Fortune, Search Engine Journal, Constellation Research, Neowin, Tech Times, TechCrunch, Android Central, Shacknews, The Verge, Search Engine Roundtable, and Bloomberg
X: @sundarpichai, @markgurman, @stevehou, @rseroter, @signulll, @stocksavvyshay, @kimmonismus, @markgurman, @thestalwart, @isforat, @thetranscript_, @bushwoodcap, @deryatr_, @aakashgupta, @munster_gene, @noahpinion, @stocksavvyshay, @vicvijayakumar, @munster_gene, @joecarlsonshow, @samsheffer, @blondesnmoney, @markgurman, @mikeisaac, and @rustybrick. LinkedIn: Emil Protalinski. Threads: @david_j_doherty
| Stephen Morris / Financial Times: |
Alphabet says it expects 2026 capex to be between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B in Q4 2024 — Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
More: Business Insider, Yahoo Finance, Fortune India, DigiTimes, CNBC, The Register, SiliconANGLE, and Mobile World Live
| Lauren Forristal / TechCrunch: |
More: Moneycontrol, WeRSM, and Shacknews
X: @mark_k, @yuchenj_uw, @officiallogank, @munster_gene, @jeffdean, @mweinbach, and @zeffmax. Forums: r/technology
| Todd Spangler / Variety: |
| 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
More: The Verge, TechCrunch, Fortune, Benzinga, Axios, Moneycontrol, Business Insider, Fast Company, The Rundown AI, Financial Times, Livemint, Business Today, Digit, BMI, The Information, SiliconANGLE, iClarified, SmartCompany, The Economic Times, Ad Age, Quartz, Decrypt, Forbes, Mashable, New York Post, PCMag, MediaPost, 9to5Mac, CNBC, Wall Street Journal, and Anthropic
X: @nikitabier, @paularambles, @m_e_doria, @benjamindekr, @marvinvonhagen, @andrewcurran_, @neo_antiquarian, @rking618, @neilcybart, @miles_brundage, @childishganzino, @alitaylor, @signulll, @skooookum, @johncodes, @shakeelhashim, @adamry_n, @benjamindekr, @lukeberrypi, @zachxbt, @eric_seufert, @scaling01, @edels0n, @mikeisaac, @kimmonismus, @brij, @i_zzzzzz, @jessicalessin, @hesamation, @aisafetymemes, @hamandcheese, @orphcorp, @thdxr, @autismcapital, @thezvi, @jaltma, @gerritd, @chowdhuryneil, @mikeisaac, @shakeelhashim, @growing_daniel, @sama, @djnick33, @512x512, and @alxfazio
| Dylan Butts / CNBC: |
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% — Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.| Dan Gallagher / Wall Street Journal: |
Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks — Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
More: The Overspill and Wall Street Journal
X: @taliagold, @tmt_jack_, @arampell, @forgebitz, @sarthakgh, @jasonrshuman, @qualityinvest5, @mikeeisenberg, @marcelolima, @jaykreps, @litcapital, @arpitrage, @garrytan, and @jukan05. Mastodon: @carnage4life@mas.to
| Steven Sinofsky / @stevesi: |
X: @rrhoover, @levie, @ji, @stevesi, @howardlindzon, @jonoringer, @neelchhabra, @traskjd, @sagarbhupalam, @illscience, @martin_casado, and @tbpn
| Bobby Allyn / NPR: |
Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data — As a consortium of investors led by Oracle's Larry Ellison took control of TikTok's U.S. business, users accused the app … | Annie Palmer / CNBC: |
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities — Amazon CEO Andy Jassy has tapped one of the company's top marketplace executives to be his new “shadow” advisor, the company announced Wednesday.
More: About Amazon, Seattle Business Journal, The Economic Times, and GeekWire
LinkedIn: Amit Agarwal and Dharmesh Mehta
| Karin Matussek / Bloomberg: |
Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal — Amazon.com Inc. must stop enforcing price controls for retailers on its German marketplace, according to the nation's antitrust watchdog … | Janko Roettgers / The Verge: |
A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services — Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble across …
More: Digital Trends. Bluesky: @reckless. Forums: r/television, r/entertainment, r/TrueReddit, r/Longreads, and Slashdot
| Reuters: |
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., and license and other revenue up 25% YoY to $505M, below $519.9M est.; ARM drops 7%+ pre-market — Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
More: Reuters, Arm Newsroom, Dow Jones Newswires, DigiTimes, CNBC, Benzinga, Barron's Online, and Bloomberg
| Reuters: |
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortages; QCOM drops 9%+ pre-market — Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
More: Qualcomm, Proactive, Trak.in, CNBC, Bloomberg, The Register, Dow Jones Newswires, SiliconANGLE, Android Central, Yahoo Finance, and Watcher Guru
X: @qualcomm, @danielnewmanuv, @jukan05, @qualcomm, @ryanshrout, @ljkawa, and @skundojjala. Bluesky: @marypcbuk
| Reuters: |
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers — Amazon (AMZN.O) plans to use artificial intelligence to speed up the process for making movies and TV shows …
More: Business Standard, TechCrunch, and Amazon
| Bloomberg: |
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 — Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap … | Muvija M / Reuters: |
The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework — Britain will work with Microsoft (MSFT.O), academics and experts to develop a system to spot deepfake material online …
More: The Standard and Biometric Update
| 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.
More: Multicoin, The Information, CoinDesk, and Cointelegraph
| 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.
More: Made by Google on YouTube, T3, Moneycontrol, TechRadar, Business Standard, Digit, The Economic Times, ZDNET, iPhone in Canada, PCMag, SammyGuru, Android Police, Tom's Guide, Thurrott, Xiaomiui.Net, Ubergizmo, Android Central, How-To Geek, Engadget, Android Authority, GSMArena.com, Android Headlines, Droid Life, The Verge, and PhoneArena
X: @madebygoogle, @pixeluibygoogle, and @mweinbach
Forums: r/technews and r/GooglePixel
| Bloomberg: |
Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026 — Analog chipmaker SiTime Corp. has agreed to acquire Renesas Electronics Corp.'s timing unit in a cash-and-stock transaction valued at about $2.9 billion.
More: SiTime, DigiTimes, and Dow Jones Newswires
| Jonathan Vanian / CNBC: |
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, below 478M est., forecasts Q1 revenue below est., and plans a $500M 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.
More: Morningstar, Snap, Reuters, Social Media Today, The Information, Deadline, Yahoo Finance, Bloomberg, and Benzinga
X: @rihardjarc, @richlightshed, and @_seandavid
| Will Knight / Wired: |
A look at Axiom, which is building AxiomProver, an “AI mathematician” it claims has solved at least four previously unsolved math problems — Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.| Wall Street Journal: |
A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments — Lured by big, tech-savvy population, Google and other giants sinking tens of billions into Indian market — NEW DELHI—American tech behemoths …
More: Constellation Research
| 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 over 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.| 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.
X: @johnamqdang, @sethbannon, @adaptionlabs, @mozilla, @sarahookr, @hugo_larochelle, @sarahookr, and @lateinteraction. LinkedIn: Megan Risdal
| Duncan Riley / SiliconANGLE: |
RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and ForgePoint, taking its total funding to ~$51M — Software supply chain security startup RapidFort Inc. announced today that it has raised $42 million in early-stage funding …
More: Business Wire and SC Media
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