Techmeme
April 30, 2026, 6:15 AM

Top News

Alphabet:
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% to $20B, above $18.05B est.; GOOG jumps 6%+ pre-market  —  MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
Jennifer Elias / CNBC:
Todd Spangler / Variety:
Angel Au-Yeung / Wall Street Journal:
Jordan Novet / CNBC:
Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats  —  Microsoft issued higher-than-expected capex guidance for 2026, with the software maker's quarterly earnings and revenue topping estimates.
Microsoft:
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123%  —  Microsoft Cloud and AI Strength Fuels Third Quarter Results  —  REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced …
Riley Griffin / Bloomberg:
Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ pre-market  —  Meta Shares Plunge as AI Investments Raise Spending Outlook  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 12.32% Playback Rate
Meta:
Bloomberg:
Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation  —  Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 5.55% Playback Rate
Amazon:
Amazon reports Q1 revenue up 17% YoY to $181.5B, net income up 77% YoY to $30.3B, operating income up 30% YoY to $23.9B, and passes a $20B annual RRR for chips  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.
Gabe Gurwin / GameSpot:
Sony confirms that some digital PS4 and PS5 games require a one-time online license check “to confirm the game's license”, likely to combat refund scams  —  The problem appears to be affecting both PS4 and PS5 games purchased after March 2026.  —  A new quirk has begun affecting …
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand  —  Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record …
Financial Times:
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025  —  Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
Krisztian Sandor / CoinDesk:
Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate  —  The payments giant added support for Stripe's Tempo, Circle's Arc, Coinbase's Base, Polygon and Canton Network as stablecoins gain traction in global money movement.
Ian King / Bloomberg:
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later in 2026; QCOM jumps 12%+ pre-market  —  Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
Fortune:
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines, per a Facebook support page  —  Meta has reentered the stablecoin market.  Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled …
Hugh Son / CNBC:
Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment  —  PayPal CEO Enrique Lores has this week told managers that he is reorganizing the firm's reporting lines to separate Venmo …

Sponsor Posts

Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work  —  Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
How EWS deprecation affects Zoho Calendar Interoperability  —  Understanding the impactMicrosoft began blocking Exchange Web Services (EWS) requests in Exchange Online (Microsoft 365) as of October 1, 2026.
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser  —  Read pages, fill forms and automate tasks in Chrome or Firefox.  Use local models or your preferred AI provider.  Get started free.

Featured Podcasts

Big Technology Podcast:
AI Stockpocalypse, Anthropic Nears RSI?, Prediction Markets vs. Pollsters
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.
Machine Gods:
The Purple Tsunami Against Data Centers
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Invest Like the Best:
Ramtin Naimi - The State of Venture
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
The Upstarts Podcast:
How Ramp Built A $60B AI Product Factory Off A Corporate Card | Co-CEO Eric Glyman
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
Would you let a robot do it?
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.
Training Data:
A Model For Everyone: How Ronak From Trajectory Is Building Products For Continual Learning
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 6:15 AM ET, April 30, 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.

More News

Earlier Picks

Abner Li / 9to5Google:
Chris Welch / Bloomberg:
Natalie Lung / Bloomberg: