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July 30, 2026, 9:45 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Microsoft: |
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says Microsoft 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 10%+ — REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 … | 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, CTech, 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: |
More: Finimize, The Straits Times, and Sources
X: @mgsiegler and @dariocpx
Bluesky: @mgsiegler.com and @carnage4life
| Emma Roth / The Verge: |
More: This Week in Videogames, Eurogamer.net, Kotaku, Video Games Chronicle, DayOne, Wccftech, Polygon.com, IGN, GamesBeat, and GamesRadar
| 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 9% — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
More: The Verge, Bloomberg, CNBC, Business Insider, CNBC, BBC, Music Ally, Fast Company, The Information, Variety, Reuters, Quartz, PetaPixel, Watcher Guru, DigiTimes, finbold.com, Verdict, Mumbrella, Fortune, Axios, CNET, Bloomberg, International Business Times, Business Insider, Bloomberg, colinhughesuk, mwi.invest, Tech in Asia, Adweek, TechCrunch, Reuters, CHOSUNBIZ, SiliconANGLE, Threads, Unite.AI, Business Insider, Business Insider, Bloomberg, The Guardian, Inc.com, The Music Network, Constellation Research, Deadline, AdNews News, New York Times, StockStory, Sweden Herald, Wall Street Journal, Wall Street Journal, Reuters, Financial Times, Reuters, The Wrap, Bloomberg, New York Post, Motley Fool, and Investor's Business Daily
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, @munster_gene, @jackfarley96, @rihardjarc, @zerohedge, and @munster_gene
Forums: r/news and r/StockMarket
| Jonathan Vanian / CNBC: |
| Sean Hollister / The Verge: |
The US FCC's ban on foreign “advanced robotic devices” covers 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.
More: Tom's Hardware, Ars Technica, The Decoder, Neowin, Tom's Guide, T3, Android Headlines, Reuters, Ace of Spades HQ, PCMag, Digital Trends, The Overspill, BBC, Android Authority, Gizmodo, 9to5Mac, 9to5Google, Engadget, The American Bazaar, Associated Press, Inc.com, Semafor, Blaze Media, Notebookcheck, and Federal Communications Commission
Bluesky: @aaronrosspowell.com. Forums: r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, and Ars OpenForum
| Financial Times: |
Sources: ex-OpenAI researcher 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 …
More: CNBC, Bloomberg, Benzinga, TheEnergyMag, New York Times, and Cointelegraph
| 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, Gizmodo, Engadget, TechSpot, PC Gamer, and Tech in Asia
| 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.
More: Samsung Newsroom, Associated Press, MarketWatch, ZeroHedge News, Engadget, Quartz, SammyGuru, Noahpinion, SamMobile, The Asia Business Daily, Nikkei Asia, Wall Street Journal, Reuters, Bloomberg, Seoul Economic Daily, Korea JoongAng Daily, The Korea Times, The Korea Herald, and Tech in Asia
X: @jukan05, @jukan05, @skundojjala, @jukan05, @thetranscript_, and @jukan05
Forums: r/MU_Stock and r/wallstreetbets
| David Gewirtz / ZDNET: |
Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations — ZDNET's key takeaways — Google Earth can now generate AI images with Nano Banana. — The tool is entertaining, but weak for serious geographic work.
More: Android Authority and Google
| OpenAI: |
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score with fewer output tokens, after Sol with the official harness got 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, RuntimeWire, and The New Stack
| Te-Ping Chen / Wall Street Journal: |
Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI — AI tools make it easier for founders to get started alone, and many stay that way as they grow
More: Mirror and RuntimeWire
| 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 4% — Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
More: Reuters, CNBC, 9to5Mac, iThinkDifferent, Quartz, Barchart.com, MacTech.com, Wccftech, The Mac Observer, iClarified, DigiTimes, Digital Trends, 9to5Google, SiliconANGLE, MacRumors, AppleInsider, Bloomberg, Qualcomm, and Reuters
Forums: r/Android and MacRumors Forums
| Dwarkesh Patel / Dwarkesh Podcast: |
How compute could become 10x+ costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in 2027 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.
X: @dwarkesh_sp, @dwarkesh_sp, @tokenbender, @dwarkesh_sp, @toptickcrypto, @gavinsbaker, @cryptopunk7213, @midwit_capital, @thestalwart, @daniel_mac8, @taliagold, @phl43, @hersh_desai, @8teapi, @levie, @nicbstme, @devahaz, @downingark, @dwarkesh_sp, @politicalkiwi, @thestalwart, @distributionat, @quantian1, and @kylereidhead
| CNBC: |
Internal meeting: OpenAI CFO Sarah Friar told employees that the startup's annualized recurring revenue in July was higher than Q2's, “and Q2 was no slouch” — As OpenAI chases rival Anthropic in the enterprise and tries to sustain growth in the face of new competition …
More: Quartz, The Information, and The Economic Times
X: @rennyzucker, @ross__hendricks, @firstadopter, @scobleizer, and @chetanp
| 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
| Rafe Rosner-Uddin / Financial Times: |
Sources: Amazon staff find “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to fail 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
More: Unite.AI
| Rebecca Torrence / Bloomberg: |
K2 Space, which builds satellites for tasks like data-heavy communications and may power space-based data centers, raised a $500M Series D at a $6.8B valuation — Startup K2 Space, which builds large satellites for high-power tasks like data-heavy communications and defense missions … | Qianer Liu / The Information: |
Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique — Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers …
More: DigiTimes
| Brody Ford / Bloomberg: |
London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 — Cloud provider Nscale agreed to acquire software startup Anyscale to help customers use AI computing power more efficiently.
More: Reuters, Nscale, Blockchain.News, TheEnergyMag, RuntimeWire, and Unite.AI
| Abhirup Roy / Reuters: |
Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 — Amazon's (AMZN.O) Zoox won U.S. approval on Wednesday for limited commercial deployment of its novel steering-wheel-free robotaxis …
More: TechCrunch, Finimize, and Bloomberg Law
| Meir Orbach / CTech: |
Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M — Just four months after emerging from stealth, the Israeli startup is betting that securing AI agents will become one of cybersecurity's biggest markets.
More: Onyx, FinSMEs, Pulse 2.0, SecurityWeek, Ventureburn, RuntimeWire, Onyx Security, Tech in Asia, and Axios
| Bloomberg: |
Disney CEO Josh D'Amaro is leading a tech overhaul of Disney+ to close the gap with Netflix and YouTube, including better recommendations and 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.| Sri Muppidi / New York Times: |
Simile, which offers “agentic twins” of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation — Simile, a fast-growing start-up, says it can provide companies with accurate insights by surveying millions of A.I.-generated consumers.| 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.Sponsor Posts
Command Line:
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
The new primitives of agentic software delivery — This goes beyond code generation. We're connecting people, AI, and feedback across the software development lifecycle.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark — Three months into an OKR rollout is when the cracks appear. Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark — Three months into an OKR rollout is when the cracks appear. Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
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
Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
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.
Big Technology Podcast:
This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick
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.
Machine Gods:
Inside Anthropic's IPO + How AI Agents Spy on Your Messages
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Channels with Peter Kafka:
You Can't Escape AI. Here's How to Live With It.
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.
Training Data:
European Defense Sovereignty Starts in the Factory: Stark's Uwe Horstmann and Johannes Schaback
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Cheeky Pint:
The airline CEO putting Starlink on every plane
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
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