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April 30, 2026, 10:30 AM
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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, CNBC, Tom's Hardware, The Irish Times, Axios, Reuters, Business Insider, Sherwood News, Benzinga, Bloomberg, Barron's Online, The Economic Times, The Daily Upside, Inc.com, Fortune India, Bloomberg, TheNeuron, Watcher Guru, Radio Free Mobile, Mobile World Live, Key Context, Fortune, MarketWatch, and The Information
| 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.
More: The Verge, Engadget, The Register, Music Ally, Finbold, CNBC, TechCentral.ie, Tech in Asia, Social Media Today, Mediaweek, Business Insider, Marketing Interactive, and Meta
X: @stockmarketnerd, @hedgeyecomm, @munster_gene, @munster_gene, @munster_gene, @stocksavvyshay, @supbagholder, @drewcohenmoney, @stocksavvyshay, @munster_gene, and @briansozzi
Threads: @mwi.invest and @kurtwag8
| 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, Politico, CNBC, Sherwood News, Investing.com, Investing.com, The Guardian, Bloomberg Law, Gizmodo, 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
| 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, The Verge, Bloomberg, New York Times, MediaNama, Bloomberg Law, The Decoder, 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, Samsung Newsroom, Fortune, UPI, The Korea Times, South China Morning Post, The Straits Times, Reuters, Dow Jones Newswires, Benzinga, DigiTimes, Tech in Asia, The Korea Herald, Reuters, Korea Joongang Daily, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, @jukan05, @dnystedt, and @dnystedt
| 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.| Jennifer Elias / CNBC: |
More: The Economic Times, The Keyword, Yahoo Finance, Silicon Republic, DigiTimes, 9to5Google, SiliconANGLE, and Variety
| 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, BBC, PCWorld, The Verge, Livemint, PC Gamer, TechRadar, TheNeuron, The Indian Express, and Wired
X: @openai, @juliarturc, @openai, @openai, @tenobrus, @cfgeek, @zizhpan, @openai, @theo, @gdb, @canteverdie, @hosseeb, @nrehiew_, @chatgptapp, @thsottiaux, @openaidevs, @giffmana, @phuguo, and @laurentia___
Bluesky: @carnage4life, @seanmcarroll, @jenitennison.com, @timkellogg.me, @markriedl, and @tk.gg. Mastodon: @0xabad1dea@infosec.exchange
Forums: Hacker News, r/stupidpol, r/slatestarcodex, r/singularity, r/LocalLLaMA, and Ars OpenForum
| 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, PYMNTS.com, TechCrunch, Yahoo Finance, Proactive, The Decoder, BMI, Silicon UK, CNBC, Gizmodo, The Straits Times, and Reuters
| 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: New York Times, The Hans India, International Business Times, Reuters, CNBC, San Francisco Chronicle, The Verge, CNBC, The Information, Gizmodo, NBC News, Reality Tea, Business Insider, Newser, The Independent, New York Times, The Times, NBC News, Bloomberg, The Guardian, Financial Times, NPR, and Wired
X: @miles_brundage, @garymarcus, @_nathancalvin, @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
| 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 …
More: Business Today, TechRadar, GamingBolt, Kotaku, IGN, Game Developer, Verdict, Neowin, Pure Xbox, Eurogamer.net, 80 Level, SiliconANGLE, and Search Engine Roundtable
| Jordan Novet / CNBC: |
More: Microsoft, TechCrunch, Cautious Optimism, Search Engine Journal, Pureinfotech, Yahoo Finance, Watcher Guru, DigiTimes, and GamesIndustry.biz. Forums: r/GithubCopilot
| 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 … | 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| 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: Gizmodo, Tom's Hardware, GamesIndustry.biz, PCMag, Kotaku, FlatpanelsHD, The Verge, Tech Times, Gameranx, Neowin, TechRadar, Mirror, VideoCardz.com, DayOne, Trusted Reviews, Press Start, PlayStation LifeStyle, and IGN
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
| 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: CNET, The Verge, Spotify, E! Online, Digital Trends, and Music Business Worldwide. Mastodon: @carnage4life@mas.to
| 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, The Next Web, and Tech in Asia
| 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.| Shalini Ramachandran / Wall Street Journal: |
How US schools' overreliance on YouTube for educational content encourages students to get sucked into an infinite scroll of videos 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
More: Gizmodo, New York Times, Throughline, and Scientific American
| 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: Search Engine Journal, crypto.news, Time, Android Authority, eMarketer, Morningstar, Tubefilter, 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
| 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 from chips — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.
More: The Register, Quartz, PYMNTS.com, SiliconANGLE, About Amazon, CRN, Reuters, and CNBC
X: @munster_gene, @stocksavvyshay, and @stephanie_link
| Samantha Kelly / Bloomberg: |
Norway-founded humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100K robots by the end of 2027 — 1X Technologies AS, the Norway-founded robotics startup backed by OpenAI, has opened a new 58,000-square-foot factory in Hayward … | Bloomberg: |
Sources: US officials are preparing a wide-ranging AI policy memo that outlines rules for national security agencies, including avoiding relying on one vendor — White House officials are preparing a wide-ranging artificial intelligence policy memo that outlines requirements for AI deployment …
More: PYMNTS.com
| 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
| Ian King / Bloomberg: |
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a new top hyperscaler client is on track to begin using its components later in 2026; QCOM jumps 5%+ — Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
More: s204.q4cdn.com, Barchart.com, Tech in Asia, DigiTimes, and Reuters
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