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May 1, 2026, 12:10 AM
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Top News

Apple:
Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and authorizes an additional $100B share buyback program  —  March quarter records for total company revenue, iPhone revenue, and EPS  —  Services revenue reaches new all-time high
Mark Gurman / Bloomberg:
Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions  —  Apple Inc. delivered a surprisingly strong revenue forecast for the third quarter, even as it warned that memory-chip costs will increase …
Reuters:
Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts”  —  Apple (AAPL.O) on Thursday reported results that beat Wall Street estimates, with customers showing eagerness to buy a new MacBook model driven …
Jennifer Elias / CNBC:
Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B  —  Apple issued a better-than-expected revenue forecast for the current period after beating on sales and earnings in the fiscal second quarter.
Wired:
Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is “partly” true  —  While answering questions under oath, Musk argued it's standard practice for AI labs to use their competitors' models.  —  While testifying on Thursday in federal court …
New York Times:
Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding  —  Since he had a testy fireside chat about artificial intelligence with the Google co-founder Larry Page more than a decade ago …
Dan Mangan / CNBC:
The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading  —  The U.S. Senate on Thursday unanimously passed a rule barring senators from trading on prediction markets effective immediately.
Britney Nguyen / MarketWatch:
Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours  —  The company says it's transitioning to a business model of ‘multiyear customer engagements’  —  Referenced Symbols
Thomas Barrabi / New York Post:
Filing: Meta says it might be forced to withdraw its apps from New Mexico if a judge orders it to adopt the state's proposed safety features  —  Mark Zuckerberg's Meta is threatening a total shutdown of Facebook and Instagram in New Mexico if a state judge orders the company to adopt new safety features …
Todd Spangler / Variety:
Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours  —  Roku beat Wall Street earnings forecasts for the first quarter of 2026 and raised its full-year profit guidance as the company continues …
Bloomberg:
Meta sells $25B of investment-grade bonds after investors placed $96B in orders; Meta sold $30B of corporate bonds in October 2025  —  Meta Platforms Inc. sold $25 billion of investment-grade bonds, hitting the market with a jumbo deal for the second time in six months as investors are starting to show some signs of fatigue.
Annie Palmer / CNBC:
Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October  —  Alphabet's stock surged on Thursday, lifting Google to its best month on Wall Street since 2004, after the company reported better …
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
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 …
Jess Weatherbed / The Verge:
Google is rolling out Gemini to cars that have Google built in, replacing Google Assistant, starting with English in the US  —  The current Google Assistant is being replaced with a smarter, more conversational upgrade. … Google is preparing to update vehicles that have Google built-in with its Gemini AI assistant.
Marcus Schuler / Implicator.ai:
Anthropic's Claude Security, formerly Claude Code Security, is in public beta for Enterprise users; the Opus 4.7-powered tool can scan code for vulnerabilities  —  Anthropic has published Claude Security today for Claude Enterprise customers globally, according to company materials shared with The Implicator.
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” …

Sponsor Posts

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This is a Techmeme archive page. It shows how the site appeared at 12:10 AM ET, May 1, 2026.

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From Mediagazer

Matthew Keys / TheDesk.net:
Five more states join the lawsuit filed last month by eight states seeking to block Nexstar's Tegna acquisition, which Nexstar said the DOJ and FCC approved

Brian Stelter / CNN:
Trump says ABC “better” fire Jimmy Kimmel soon, after Kimmel said “Donald and Melania lately have seemed closer than ever” on Wednesday; Disney hasn't commented

Reporters Without Borders:
RSF Press Freedom Index hits a 25-year low: over 50% of the world's countries fall into the “difficult” or “very serious” categories; Norway holds the top spot

More News

Jasmine Sun / New York Times:
The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI
Emily Birnbaum / Bloomberg:
The US Senate Judiciary Committee endorses a child safety bill requiring AI companies to implement age verification, bar AI companions for minors, and more

Earlier Picks

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
Cloudflare:
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users
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
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
OpenAI:
OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it
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
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