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July 30, 2026, 7:35 AM
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| 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 …
More: Forbes Middle East, Fortune, Neowin, MediaPost, Silicon Canals, TechCrunch, The Register, Tomasz Tunguz, This Week in Videogames, CNET, PYMNTS, Fortune, Thurrott, Search Engine Roundtable, Capital Brief, GeekWire, Constellation Research, Tech in Asia, and Finimize
X: @beth_kindig, @stocksavvyshay, @microsoft, @timadeline, @mathlonning, @thekenyeung, @charliebilello, @jaminball, @danielnewmanuv, @firstadopter, @mukund, and @stocksavvyshay. LinkedIn: Emil Protalinski
| Reuters: |
Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged — Microsoft (MSFT.O) on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure …
More: Financial Times, ITPro, Associated Press, RTÉ, and Business Insider
| 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 … | Julie Bort / TechCrunch: |
In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis — When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked …
More: The Straits Times, Finimize, and Sources
| Emma Roth / The Verge: |
| 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.
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X: @metanewsroom, @firstadopter, @realroseceline, @joecarlsonshow, @conorsen, @munster_gene, @munster_gene, @munster_gene, @firstadopter, @supbagholder, @munster_gene, @supbagholder, @danielnewmanuv, @charliebilello, @supbagholder, @munster_gene, @munster_gene, @munster_gene, @stockmarketnerd, @eric_seufert, @bobspaysubstack, @zerohedge, @munster_gene, @munster_gene, @jackfarley96, @rihardjarc, @zerohedge, and @munster_gene
| Jonathan Vanian / CNBC: |
More: Wall Street Journal, Gizmodo, and GamesBeat
| Bloomberg: |
Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August — OpenAI's ChatGPT and video game company Roblox Corp. will be subject to stricter scrutiny and monitoring requirements under …
More: Reuters, Silicon Republic, Engadget, PC Gamer, Gizmodo, and Tech in Asia. Mastodon: @carnage4life@mas.to
| 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.
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Bluesky: @aaronrosspowell.com. Forums: r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, and Ars OpenForum
| 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.
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Forums: r/MU_Stock and r/wallstreetbets
| 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) …
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| Harshita Mary Varghese / Reuters: |
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X: @cristianoamon and @qualcomm
LinkedIn: Cristiano R. Amon and Nakul Duggal
| Financial Times: |
Sources: ex-OpenAI executive Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout — Hedge fund has held talks with existing investors and lenders in recent days — Situational Awareness, the $20bn hedge fund founded … | OpenAI: |
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score and used fewer tokens, after Sol with the official harness scored 7.8% — A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
More: The Decoder and RuntimeWire
| 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 …
More: The Hans India, TechCrunch, Business Insider, Tech Times, Business Insider, RuntimeWire, and Business Insider
X: @lilianweng, @firstadopter, @gergelyorosz, @zeffmax, @catboosted, @kimmonismus, @teortaxestex, @staysaasy, @quinnypig, @ns123abc, @andrew_n_carr, @rafa_schwinger, @danprimack, @sporadica, @joinyellowbrick, @creatine_cycle, @stake_jevens, @0xsante, @signulll, @wholemars, @highyieldharry, @cplangfo, @arfurgrok, @chhaviyadav_, @genai_is_real, @packbropagated, @lilianweng, and @miramurati
| Rafe Rosner-Uddin / Financial Times: |
Sources: Amazon staff find cases of “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to match author details with listings — E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect| Bloomberg: |
Disney CEO Josh D'Amaro is leading a technological overhaul of Disney+ to close the gap with Netflix and YouTube, including new features like vertical videos — Streaming has been a drag on Disney's share price as subscriber growth stalled. A tech overhaul and more foreign-language shows are in the cards.| Edith Hancock / Wall Street Journal: |
The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 — The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
More: Bloomberg, Reuters, and European Commission
| Paresh Dave / Wired: |
LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months — Despite the ongoing AI boom, LinkedIn is holding the line on compute spending. Instead, it's challenging engineers to make every GPU count.| Bloomberg: |
ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's “was at a much larger scale than we'd encountered” — A group of university researchers that developed benchmarks to test the cybersecurity capabilities of AI systems … | Reuters: |
A source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors — Intel (INTC.O) has provided access to some of its processor technology to a new startup, according to a source and documents reviewed …
More: Benzinga, RuntimeWire, and Wccftech
| Financial Times: |
An AI avatar of Brazil's jailed ex-president Jair Bolsonaro, who is banned from communicating publicly, is testing new AI rules ahead of Brazil's 2026 elections — Lawyers for former president insist he did not authorise the projection following legal challenge from leftwing groups| Dwarkesh Patel / Dwarkesh Podcast: |
How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue — If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.| 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.
More: Simple Flying and CBS News
| 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.
More: Bloomberg, Telecompaper, and The Stack
| Bloomberg: |
Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019 — Zhongji Innolight Co. dropped in its Hong Kong trading debut after raising HK$53.4 billion ($6.8 billion) in the city's largest listing in seven years.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
App Spotlight: Google Sheets Magic Lookup for Zoho CRM — Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit Zoho Marketplace to explore all apps, integrations …
App Spotlight: Google Sheets Magic Lookup for Zoho CRM — Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit Zoho Marketplace to explore all apps, integrations …
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.Featured Podcasts
Big Technology Podcast:
Special Report: Will AI Wipe Out Humanity? (And Who Profits)
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.
Channels with Peter Kafka:
The Atlantic's CEO on AI, Billionaire Owners, and Moonlighting as a Creator
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.
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Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Lenny's Podcast:
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Invest Like the Best:
Walter Russell Mead - How America Keeps Winning
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
The AI Race Has a Leaderboard | Arena CEO Anastasios Angelopoulos
Grit explores what it takes to create, build and scale world-class organizations.
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