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July 30, 2026, 9:15 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 … | 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 and Finimize
X: @mgsiegler and @dariocpx
Bluesky: @mgsiegler.com and @carnage4life
| 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.
More: The Verge, Bloomberg, CNBC, CNBC, BBC, Business Insider, Variety, Fast Company, The Information, Reuters, Quartz, PetaPixel, Watcher Guru, DigiTimes, finbold.com, Mumbrella, Verdict, 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, 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: |
| 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, New York Times, Cointelegraph, and Noahpinion
| 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, TechSpot, PC Gamer, Gizmodo, and Tech in Asia
| 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, Android Authority, Gizmodo, 9to5Mac, 9to5Google, Engadget, The American Bazaar, and Federal Communications Commission
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.
More: Samsung Newsroom, Associated Press, MarketWatch, Engadget, Quartz, SammyGuru, 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
| 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 and RuntimeWire
| 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
| 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
| 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: Reuters, CNBC, 9to5Mac, 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
| CNBC: |
In an internal meeting, OpenAI finance chief Sarah Friar told employees that the company's annualized recurring revenue in July was higher than in Q2 as a whole — 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
| 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, RuntimeWire, and Unite.AI
| 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: FinSMEs, Onyx, Pulse 2.0, SecurityWeek, Ventureburn, RuntimeWire, Onyx Security, Tech in Asia, and Axios
| 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 … | 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.| 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, and Business Insider
X: @lilianweng, @zeffmax, @catboosted, @firstadopter, @gergelyorosz, @kimmonismus, @teortaxestex, @staysaasy, @atshruti, @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
| Katherine Hamilton / Wall Street Journal: |
Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027 — The acquisition of MarketAxess is expected to close in the first half of 2027 — Intercontinental Exchange agreed to acquire MarketAxess …
More: Finimize, CNBC, Reuters, Bloomberg, and ir.theice.com
| 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.| 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 …
More: SC Media, Gizmodo, and Foreign Policy
| 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: Reuters, Silicon Republic, Bloomberg, Politico, and European Commission
| 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
More: The Hacker News, Reuters, Bloomberg, and Agence France-Presse
| 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
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| Ryan Whitwam / Ars Technica: |
More: Ghacks. X: @iethics, @arstechnica, and @steevebourdon. Bluesky: @adamrose. Forums: Ars OpenForum
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| Ina Fried / Axios: |
More: The Next Web, The Hans India, Neowin, Business Standard, OpenAI, and Engadget
X: @openai, @gdb, @andrewcurran_, @ns123abc, and @kimmonismus