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July 30, 2026, 10:05 AM
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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 15%+  —  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
Emma Roth / The Verge:
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13% YoY, and Xbox content and services revenue down 10% YoY
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% YoY to 3.6B for June, net income down 14% YoY, and forecasts Q3 revenue below est.; META drops 9%  —  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
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 …
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.
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 …
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.
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) …
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.
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.
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
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) …
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.
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 …
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 …
Zachary Skidmore / DatacenterDynamics:
Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch  —  Has now raised $4bn, the most of any fusion company  —  Google-backed nuclear fusion company Commonwealth Fusion Systems (CFS) …

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From Mediagazer

Kayla Cobb / The Wrap:
AMC Global Media reports Q2 net revenue down 8.8% YoY to $547M, streaming revenue up 6% to $180M due to price hikes, and domestic ad revenue down 11% to $109M

Ali Swenson / Associated Press:
New media sites on the left have found growing audiences; Drop Site News co-founder Ryan Grim says his two-year-old site has 800K free and 60K paid subscribers

Caitlin Huston / The Hollywood Reporter:
SiriusXM reports Q2 revenue up 1% YoY to $2.16B, net income up 17% YoY to $239M, and net gain of 22K paid subscribers for a total of 33M; SIRI falls 12%+

More News

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

Earlier Picks

Ryan Whitwam / Ars Technica:
Google's SynthID for watermarking AI images is hard to break, but watermarking can't change that there will always be ways to AI-generate content without labels
More: TechSpot and Ghacks
X: @iethics, @arstechnica, and @steevebourdon.  Bluesky: @adamrose.  Forums: Ars OpenForum
Google:
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control
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
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