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April 30, 2026, 12:40 PM
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| 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
More: Wall Street Journal, New York Times, Forbes, Barron's Online, CNBC, Tom's Hardware, Resultsense, Sherwood News, The Irish Times, ZeroHedge News, Motley Fool, Vanguard News, Reuters, Benzinga, Bloomberg, Axios, Inc.com, Bloomberg, TheNeuron, Business Insider, Silicon Republic, The Economic Times, Watcher Guru, Radio Free Mobile, Mobile World Live, and The Daily Upside
| 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 …
More: The Next Web, Bloomberg, New York Times, The Verge, MediaNama, Bloomberg Law, Digit, and Axios
| 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 …
More: SamMobile, South China Morning Post, Samsung Newsroom, Reuters, The Korea Times, UPI, Fortune, Dow Jones Newswires, The Straits Times, Benzinga, The Korea Herald, Korea Joongang Daily, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, @jukan05, @dnystedt, and @dnystedt
| 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.
More: Ars Technica, Engadget, NBC News, CNET, BBC, PCWorld, The Verge, Boing Boing, TechRadar, PC Gamer, Livemint, The Indian Express, TheNeuron, and Wired
X: @openai, @juliarturc, @openai, @openai, @tenobrus, @cfgeek, @zizhpan, @openai, @theo, @gdb, @fabknowledge, @canteverdie, @hosseeb, @nrehiew_, @chatgptapp, @thsottiaux, @openaidevs, @giffmana, @phuguo, and @laurentia___
Bluesky: @thatandromeda, @markriedl, @timkellogg.me, @jenitennison.com, @tk.gg, @seanmcarroll, and @carnage4life. Mastodon: @0xabad1dea@infosec.exchange
Forums: Hacker News, r/ChatGPT, r/stupidpol, r/slatestarcodex, r/singularity, r/LocalLLaMA, Lobsters, Slashdot, and Ars OpenForum
| Riley Griffin / Bloomberg: |
Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a ~7.4% jump from its $115B-$135B forecast in January; META drops 10%+ — Meta Shares Plunge as AI Investments Raise Spending Outlook — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 12.32% Playback Rate
More: TechCrunch, Sherwood News, Politico, Investing.com, The Guardian, CNBC, Investing.com, Reuters, Wall Street Journal, CNBC, CNBC-TV18, Capital Brief, Deadline, Telegraph, Quartz, The Information, The Hollywood Reporter, Yahoo Finance, Variety, Sherwood News, Barron's Online, and Sherwood News
| Meta: |
More: The Verge, The Register, Engadget, Inc.com, Constellation Research, The Tech Portal, Sherwood News, Music Ally, TechCentral.ie, Tech in Asia, Finbold, Mediaweek, Business Insider, Marketing Interactive, Meta, and CNBC
X: @stocksavvyshay, @munster_gene, @munster_gene, @hedgeyecomm, @munster_gene, @supbagholder, @stockmarketnerd, @stocksavvyshay, @drewcohenmoney, @munster_gene, and @briansozzi
LinkedIn: Josh Gilbert and Nicola Mendelsohn CBE
Threads: @mwi.invest and @kurtwag8
Forums: r/UnderReportedNews and r/goodnews
| Financial Times: |
Study: long-shot Polymarket bets on military action, defined as $2,500+ wagers at odds of 35% or less, have a ~52% average win rate, vs. 25% for political bets — High rate of winning wagers likely to add to concerns that sensitive information can leak on prediction markets| 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
More: The Next Web, TechCrunch, Proactive, Yahoo Finance, Silicon UK, PYMNTS.com, and BMI
| Emily Birnbaum / Bloomberg: |
The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification — A powerful Senate committee backed legislation to require OpenAI, Meta Platforms Inc. and other artificial intelligence companies … | Aisha Malik / TechCrunch: |
Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity — As AI-generated artists and tracks flood music streaming platforms, Spotify is rolling out a new “Verified by Spotify” …
More: Spotify, PCMag, Thurrott, How-To Geek, CNET, The Verge, Dexerto, Billboard, Hypebot, Digital Trends, E! Online, Android Authority, and Music Business Worldwide
| Jay Peters / The Verge: |
Netflix rolls out a vertical video feed in its own Clips tab in Australia, Canada, India, Malaysia, Pakistan, the Philippines, South Africa, the UK, and the US — The new ‘Clips’ tab shows, you guessed it, Netflix clips. … Netflix is starting to roll out a big revamp of its mobile app … | 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.
More: Microsoft, Forbes, TechCrunch, WinBuzzer, Yahoo Finance, Gamereactor UK, Cautious Optimism, Search Engine Journal, GamesIndustry.biz, Watcher Guru, and DigiTimes. Forums: r/GithubCopilot
| Microsoft: |
More: Business Today, TechRadar, Verdict, IGN, Neowin, Pure Xbox, GamingBolt, Kotaku, Eurogamer.net, 80 Level, Game Developer, and Search Engine Roundtable
X: @asha_shar, @microsoft, @satyanadella, @edzitron, @satyanadella, @thetranscript_, @thetranscript_, @thetranscript_, @edzitron, and @rihardjarc. LinkedIn: LinkedIn
| Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+ — MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
More: Fresno Bee, Marketing Dive, Barchart.com, Reuters, Coinpaper, The Keyword, CNBC, Music Ally, Fast Company, ITPro, The Next Web, Neowin, Crypto Briefing, Watcher Guru, Finbold, WinBuzzer, AI News, Business Today, The Verge, Search Engine Roundtable, and TechCrunch
| AI Security Institute: |
Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation — In April, our evaluation of Anthropic's Claude Mythos Preview found that it represented a step up in cyber performance … | 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.
More: Game File, Gizmodo, Game Developer, Tom's Hardware, GamesIndustry.biz, MobileSyrup, PCMag, Kotaku, DNYUZ, TechRaptor, KitGuru, The Shortcut, Video Games Chronicle, Neowin, Mirror, TechRadar, Tech Times, VideoCardz.com, DayOne, The Verge, FlatpanelsHD, Trusted Reviews, Gameranx, and Press Start
X: @egycnq, @reallifefakewiz, @mrpyo1, @manabyte, @nick_marseil, @detectiveseeds, @doesitplay1, @doesitplay1, @doesitplay1, @doesitplay1, @mrpyo1, @doesitplay1, and @thecarteldel
Forums: r/pcmasterrace, r/LinusTechTips, r/GameFeed, r/PS5_Jailbreak, r/consoles, r/PlayStationForum, r/gaming, and r/PS5
| Wired: |
Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers — Tensions flared on the third day of trial in Musk v. Altman as OpenAI's lawyers cross-examined Musk.| Angel Au-Yeung / Wall Street Journal: |
More: The Guardian, New York Times, International Business Times, The Hans India, The Sun, Tom's Guide, Reuters, CNBC, San Francisco Chronicle, The Verge, CNBC, The Independent, New York Times, The Times, NBC News, Bloomberg, The Guardian, Financial Times, NPR, and Wired
X: @_nathancalvin, @garymarcus, @miles_brundage, @zeffmax, @mikeisaac, @michelletomkim, @mikeisaac, @mikeisaac, @mikeisaac, @ceodonovan, @ceodonovan, @hadas_gold, @ceodonovan, and @ceodonovan
Bluesky: @karlbode.com, @lorak, and @donmoyn
Forums: r/EnoughMuskSpam and r/NewsOfTheStupid
| Financial Times: |
Sources: SoftBank plans to create AI and robotics company Roze in the US for building data centers, and may list it as early as 2026 at an up to $100B valuation — Masayoshi Son plots IPO for business named Roze as soon as this year — SoftBank is planning to create and list an AI … | Dina Bass / Bloomberg: |
OpenAI says it has signed contracts for 10GW of US AI compute capacity, securing 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 …
More: Semafor, Tech in Asia, and The Next Web
| Sarah Perez / TechCrunch: |
X says it has begun a “phased rollout” of its rebuilt ad platform, which it says will have more modern “retrieval and ranking systems” powered by AI — Elon Musk's X is still trying to woo back advertisers — this time with a rebuilt, AI-powered ads platform that started to rollout on Thursday.| 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.| Frank Konkel / Nextgov/FCW: |
The US FDA launches a pilot using AI and cloud computing that gives it a “direct data feed” to real-time clinical trial data, aiming to speed up drug approval — Through a new pilot program announced this week, the Food and Drug Administration will use artificial intelligence …
More: Federal Register and The Decoder
| 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.| New York Times: |
Digital advertising is booming for Google and Meta, helped by AI tools used for creating ads, translating copy, targeting, bidding, measuring results, and more — 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.
More: PCWorld, Time, crypto.news, Morningstar, Search Engine Journal, eMarketer, and The Verge
| Patrick Sykes / Bloomberg: |
Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure — Iran's record internet blackout is emerging as a key dividing line between the country's powerful security apparatus and its civilian government …
X: @netblocks, @netblocks, and @netblocks
| Krystal Scanlon / Digiday: |
Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaigns — In a break from its walled garden approach, Meta is opening its ad ecosystem to third-party AI tools.| 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.
More: 9to5Mac, Engadget, TechCrunch, PetaPixel, and Cord Cutters News
| Cloudflare: |
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users — Coding agents are great at building software. But to deploy to production they need three things from the cloud they want to host their app — an account, a way to pay, and an API token.| Chloe Meley / Bloomberg: |
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war — Europe's software companies are doing better than expected this earnings season, brushing off fears around artificial intelligence …
More: CTech
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