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April 30, 2026, 5:45 AM
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Mediagazer
memeorandum
WeSmirchTop 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.
More: Reuters, Business Today, The Keyword, Neowin, MediaPost, Watcher Guru, TechCrunch, Fortune, PYMNTS.com, Search Engine Journal, Android Central, CoinDesk, Proactive, Investor's Business Daily, Yahoo Finance, Constellation Research, The Information, The Verge, Search Engine Roundtable, BERNAMA, and Thurrott
| Jennifer Elias / CNBC: |
| Todd Spangler / Variety: |
| 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
More: Reuters, New York Times, San Francisco Chronicle, The Verge, CNBC, Courthouse News Service, Techstrong.ai, Gizmodo, NBC News, Newser, Reality Tea, Business Insider, The Independent, The Information, New York Times, The Times, NBC News, Bloomberg Law, Bloomberg, Forbes, Wired, The Guardian, Financial Times, Associated Press, NPR, and Axios
X: @ceodonovan, @miles_brundage, @ceodonovan, @garymarcus, @ceodonovan, @mikeisaac, @hadas_gold, @mikeisaac, @_nathancalvin, @ceodonovan, @michelletomkim, @zeffmax, @mikeisaac, and @mikeisaac
Bluesky: @karlbode.com, @lorak, and @donmoyn
Forums: r/EnoughMuskSpam and r/NewsOfTheStupid
| Wired: |
More: The Verge, Digit, BBC, HealthcareInfoSecurity.com, Australian Financial Review, International Business Times, and Al Jazeera. Bluesky: @brbarrett
| 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
More: Benzinga, The Guardian, Investing.com, Bloomberg Law, Wall Street Journal, Deadline, Fortune, CNBC-TV18, CNBC, Nikkei Asia, Capital Brief, Digital Journal, Android Central, Telegraph, Quartz, The Information, The Hollywood Reporter, Yahoo Finance, Variety, Sherwood News, Barron's Online, and Sherwood News
| Meta: |
More: Engadget, Marketing Interactive, BMI, Social Media Today, SiliconANGLE, Mediaweek, Business Insider, Yahoo Finance, Wall Street Journal, Meta, Associated Press, Benzinga, and BERNAMA
X: @stockmarketnerd, @hedgeyecomm, @munster_gene, @munster_gene, @munster_gene, @munster_gene, @stocksavvyshay, @supbagholder, @briansozzi, @drewcohenmoney, and @stocksavvyshay
Threads: @mwi.invest and @kurtwag8
| Jonathan Vanian / CNBC: |
| Jonathan Vanian / CNBC: |
| 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
More: TechCrunch, CNBC, The Asia Business Daily, Gizmodo, The Straits Times, Reuters, BMI, and The Information
| 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.
More: SiliconANGLE, CRN, PYMNTS.com, Yahoo Finance, The Register, About Amazon, Constellation Research, and Thurrott
| 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 …
More: CNBC, Wall Street Journal, Bloomberg, Reuters, TechCrunch, The Japan Times, and Bloomberg Law
| 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: Samsung Newsroom, UPI, SamMobile, The Korea Times, Benzinga, Dow Jones Newswires, The Korea Herald, Reuters, Korea Joongang Daily, The Straits Times, Reuters, DigiTimes, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, @jukan05, @dnystedt, and @dnystedt
| 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 …
More: s204.q4cdn.com, DigiTimes, Barchart.com, SiliconANGLE, CNBC, Android Central, Thurrott, and Reuters
| 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| 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.
More: Morningstar, eMarketer, and The Verge
| 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 — The first-of-its-kind pilot could lead to speedier regulatory approval of medical drugs and devices and potentially reduce …
More: Federal Register, HealthcareInfoSecurity.com, and eMarketer
| 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: Bloomberg, Bloomberg Law, Digit, International Business Times, Reuters, and Axios
| 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.
X: @anthropicai
| 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 …
More: Meta Business Help Center, Cryip, Cointelegraph, Stripe, The Information, Bitcoin News, The Crypto Times, The Block, CoinDesk, CoinGape, PYMNTS.com, CoinCentral, and Crypto Briefing
X: @0xpolygon, @dwr, @hosseeb, @entrylevelvp, @0xpolygon, @hhorsley, @ryanwatkins_, @stripe, @0xaishwary, @varunsrin, @whosknave, @matthuang, @0xmarcb, @nischayup, @laurashin, @andymstone, @sandeepnailwal, @dianachimes, @toly, @jerallaire, @vibhu, and @solana. Forums: r/CryptoCurrency
| 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 …
More: The Information, Yahoo Finance, and Reuters
| Kelly Cloonan / Wall Street Journal: |
eBay reports Q1 revenue up 19% YoY to $3.09B, above $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates — The company logged a profit of $512 million, or $1.12 a share — EBay recorded higher profit and revenue in its latest quarter as gross merchandise volume climbed.| Hyonhee Shin / Bloomberg: |
Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea — Hyundai Motor Co. unveiled a next-generation infotainment system — anchored by a new AI voice assistant capable of natural … Sponsor Posts
Niantic Spatial:
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.
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.
Zoho:
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 …
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 …
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.
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.
Anuma:
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.
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.Featured Podcasts
The Nick, Dick and Paul Show:
Why Blockbuster Failed
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Big Technology Podcast:
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
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.
Uncapped with Jack Altman:
Tarek Mansour from Kalshi
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Channels with Peter Kafka:
AI Can Make Software Now. That Changes Everything, with Paul Ford
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
The Social Radars:
Ron Conway, Founder, SV Angel: Silicon Valley Bank Crisis
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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