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Techmeme
February 6, 2026, 9:00 AM
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Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.  —  Amazon shares plunged 8% Friday after the company posted mixed fourth-quarter earnings and boosted its 2026 spending forecast to $200 billion.
Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses  —  Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Lucas Ropek / TechCrunch:
Anthropic introduces “agent teams” in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin
More: Claude, The Deep View, and The Verge
X: @zephyr_z9 and @lydiahallie
Bluesky: @lizthegrey.com and @timkellogg.me.  Threads: @boris_cherny.  Forums: Hacker News
Anthropic:
Anthropic says it found Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “thinks more deeply and more carefully”
Anthropic:
Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions
Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction  —  Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health  —  Apple Inc. is scaling back plans for a virtual health coach, according to people with knowledge of the matter …
Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Bloomberg:
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
Muyao Shen / Bloomberg:
Bitcoin briefly dropped to as low as $60K on February 5, its lowest level since November 2024 and down ~50% from its October 2025 peak, as global markets fall
Adam Satariano / New York Times:
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings  —  European Union regulators said the app's infinite scroll and personalized algorithm led to “compulsive” behavior, especially among children.
OpenAI:
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer”  —  Expanding Codex across the full spectrum of professional work on a computer.  —  Join the Codex app waitlist
David Gewirtz / ZDNET:
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself”
Victoria Waldersee / Reuters:
Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges  —  Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment …
Zaheer Kachwala / Reuters:
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours  —  Roblox (RBLX.N) forecast fiscal 2026 bookings above Wall Street expectations on Thursday, signaling another year of strong growth …
Mark Gurman / Bloomberg:
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers  —  Apple Inc. Chief Executive Officer Tim Cook told employees that he's “deeply distraught” with the US's current approach …
Wall Street Journal:
How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall  —  The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology  —  Elon Musk took a gulp of water on stage at the World Economic Forum …
More: Reuters.  Forums: r/wallstreetbets
Emily Steel / New York Times:
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable  —  In a federal bellwether case, the jury ordered the ride-hailing giant to pay $8.5 million to Jaylynn Dean, who said one of its drivers assaulted her in 2023.
Jonathan Vanian / CNBC:
Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback  —  Reddit shares rose 5% in after-hours trading Thursday after the company reported fourth-quarter earnings that beat on the top …

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This is a Techmeme archive page. It shows how the site appeared at 9:00 AM ET, February 6, 2026.

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From Mediagazer

New York Times:
Sources: CNN CEO Mark Thompson told Paramount he would not share oversight of CNN with another exec, as David Ellison weighs whether to put Bari Weiss in charge

Washington Post:
The US Supreme Court paused a lower court order that would have forced ex-Fox News reporter Catherine Herridge to reveal a source or pay $800 a day in sanctions

Nate Raymond / Reuters:
The US federal judiciary plans to temporarily increase PACER fees from $0.10 to $0.12 per page for five years starting January 1, 2027, to fund a system upgrade

More News

Anuj Behal / The Guardian:
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies

Earlier Picks

Cheeky Pint:
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more
Financial Times:
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
New York Times:
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction
Robert Hart / The Verge:
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
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