| Angel Au-Yeung / Wall Street Journal: |
Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars — Billionaire says OpenAI co-founder Sam Altman wasn't honest about nonprofit mission| 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% YoY to $31.8B, and says its AI business, up 123% YoY, passed a $37B annual revenue run rate — Microsoft Cloud and AI Strength Fuels Third Quarter Results — REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced … | Meta: |
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% YoY to $26.77B, and says “scrutiny on youth-related issues” may “result in a material loss” — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.| Riley Griffin / Bloomberg: |
| Jonathan Vanian / CNBC: |
| Gabe Gurwin / GameSpot: |
Sony confirms some digital PS4 and PS5 games require owners to do 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.| 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: |
| Bloomberg: |
Sources: Anthropic has begun weighing a new funding round that would value it a $900B+, 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| Financial Times: |
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined 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| 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: |
Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation — Masayoshi Son plots IPO for business named Roze as soon as this year — SoftBank is planning to create and list an AI … | Wall Street Journal: |
Sources: the White House opposes Anthropic's plan to expand access to Mythos to 70 additional companies and organizations because of concerns about security — Relationship is still complicated despite efforts from both sides to de-escalate — The White House opposes a plan from Anthropic … | OpenAI: |
OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it — Starting with GPT-5.1, our models began developing a strange habit: they increasingly mentioned goblins, gremlins, and other creatures in their metaphors.| Dina Bass / Bloomberg: |
OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 — OpenAI has met a key milestone for securing AI capacity in the US several years ahead of schedule, boosting the startup's ambitious plans for data center expansion.| Reuters: |
Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing equipment in China has nearly doubled prices for Nvidia's B300 servers to about 7 million yuan … | 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 a $20B+ revenue run rate for chips — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.| New York Times: |
Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting — For years, DribbleUp, a sports equipment company, spent its own time and resources figuring out whom it should advertise its basketballs and soccer balls to on Facebook.| 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 … | Shalini Ramachandran / Wall Street Journal: |
How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices — Parents find their kids captive to the video streaming site on their school-issued devices; for one, it was 13,000 YouTube videos in three months| 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.| Frank Konkel / Nextgov/FCW: |
The US FDA launches a pilot using AI and cloud computing to give the agency a “direct data feed” to real-time clinical data, aiming to speed up drug approval — Through a new pilot program announced this week, the Food and Drug Administration will use artificial intelligence … | 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 … | Anthropic: |
Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts — In this post, Brianna, a researcher on the discovery team, shares results from a recent bioinformatics benchmarking effort.| Financial Times: |
| Mia Sato / The Verge: |
Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups — The internet is full of copycat, stolen, reposted, and low-effort content — and Meta, at least publicly, has said it is working to cut off some of the reach.| Laura J. Nelson / Wall Street Journal: |
Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot — Two ballot initiatives funded in part by the Google co-founder that take aim at portions of a proposed wealth tax are on track to qualify| Michael Nuñez / VentureBeat: |
Netomi, which builds AI for enterprise customer service, raised $110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients — Netomi, the San Francisco-based startup building AI systems for enterprise customer service, said Thursday that it has raised $110 million …
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Meet Zoho Books MCP: Bring AI-powered accounting to your business — Isn't change the only constant? And that holds true for accounting too. For years, accounting software has helped businesses manage their finances …
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.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
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| Abner Li / 9to5Google: |
| Chris Welch / Bloomberg: |