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July 30, 2026, 5:55 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, CNET, TechCrunch, The Register, Tomasz Tunguz, This Week in Videogames, Fortune, PYMNTS, Thurrott, Search Engine Roundtable, GeekWire, Constellation Research, Capital Brief, Finimize, and Microsoft
X: @beth_kindig, @stocksavvyshay, @microsoft, @timadeline, @mathlonning, @thekenyeung, @charliebilello, @jaminball, @danielnewmanuv, @firstadopter, @mukund, and @stocksavvyshay. LinkedIn: Emil Protalinski
| 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 … | 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, RTÉ, Associated Press, and Business Insider
| 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
| 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
| 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 …
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X: @charliebilello and @richlightshed
| Jonathan Vanian / CNBC: |
More: Wall Street Journal, Gizmodo, and GamesBeat
| 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, Slashdot, and Ars OpenForum
| 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) …
More: 9to5Mac, CNBC, The Mac Observer, SiliconANGLE, Reuters, iClarified, MacRumors, DigiTimes, AppleInsider, 9to5Google, Bloomberg, and Qualcomm
| Harshita Mary Varghese / Reuters: |
More: BMW BLOG, The Verge, Pulse 2.0, Barchart.com, The Economic Times, Automotive World, and DigiTimes
X: @cristianoamon and @qualcomm
LinkedIn: Cristiano R. Amon and Nakul Duggal
| 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.| 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 … | 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
| 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 …
| Song Jung-a / Financial Times: |
Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble — Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles — Song Mi-kyung pocketed a profit of about Won300mn … | 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
| 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 and Telecompaper
| 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.| Kirsten Korosec / TechCrunch: |
Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones — Waymo is slowly adding freeway routes back to its service area more than two months after the company stopped driving these high-speed roads … | Ina Fried / Axios: |
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027 — OpenAI is launching a new program Wednesday that will provide 100,000 academic researchers with free access to its advanced AI models through 2027 …
More: The Next Web, Business Standard, OpenAI, Engadget, RuntimeWire, The New Stack, and SiliconANGLE
X: @openai, @gdb, @andrewcurran_, @kimmonismus, and @ns123abc
| 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.
More: Gizmodo, The Decoder, Android Central, Tech Times, Digital Music News, Android Authority, Neowin, and RuntimeWire
| 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, RuntimeWire, Onyx Security, and Axios
| 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 … 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.
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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.
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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.
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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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