Techmeme
July 30, 2026, 4:39 AM

Top News

Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ pre-market  —  REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
Jordan Novet / CNBC:
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time  —  Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, and forecasts Q3 revenue below estimates; META drops 8%+ pre-market  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
Reuters:
Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B to $145B, compared with its prior forecast of $125B to $145B  —  Meta Platforms (META.O) reported a precipitous 91% drop in free cash flow on Wednesday, underscoring the financial strain …
Sean Hollister / The Verge:
The FCC's ban on foreign “advanced robotic devices” includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums  —  Did you hear it was just a ban on Chinese humanoid robots?  It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
Reuters:
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 7%+ pre-market  —  Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
Harshita Mary Varghese / Reuters:
Jenny Lee / CNBC:
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The Information:
Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns  —  Lilian Weng, a researcher who cofounded AI startup Thinking Machines Lab alongside former OpenAI Chief Technology Officer Mira Murati …
Reuters:
Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.  —  Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers.
Google:
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control  —  Our newest music generation model, Lyria 3.5, delivers significant advancements across musicality, lyrics, and vocal quality, empowering you to craft richer tracks.
Ryan Whitwam / Ars Technica:
Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling  —  Deciding what's real on the Internet won't be easy in the future.  —  The scale of AI-generated media can be hard to grasp.
More: Ghacks and TechSpot
X: @iethics, @arstechnica, and @steevebourdon.  Bluesky: @adamrose.  Forums: Ars OpenForum
K Oanh Ha / Bloomberg:
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares  —  Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
John Thornhill / Financial Times:
Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more  —  The co-founder of the UK-based science start-up explains how AI can help create new materials to address some of the world's most complex challenges
Bill Peters / MarketWatch:
Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M  —  Prediction-market revenues on the popular trading app increased tenfold during the second quarter
Financial Times:
A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips  —  The Chinese company behind TikTok is pouring resources into the technology.  Some think it is a big gamble.
Financial Times:
As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment  —  Operators blame planning rules and low prices for a lack of investment.  Each morning, commuters heading into London's Blackfriars station …

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Featured Podcasts

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Cheeky Pint:
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Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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'Lubricate the Inside of the Hinge', With Joanna Stern
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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More News

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Financial Times:
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Earlier Picks

Robb M. Stewart / Wall Street Journal:
Daniel Thomas / Financial Times:
Natalie Lung / Bloomberg:
Reuters:
Dominic Preston / The Verge: