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Techmeme
July 30, 2026, 2:10 AM
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Top News

Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90.1B, vs. $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ after hours  —  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, vs. 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 …
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, forecasts Q3 revenue below estimates; META drops 8%+ after hours  —  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-$145B, compared with its prior forecast of $125B-$145B  —  Meta Platforms (META.O) reported a precipitous 91% drop in free cash flow on Wednesday, underscoring the financial strain …
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.
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%+ after hours  —  Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
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 …
Jenny Lee / CNBC:
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, vs. ~$118.9B est., and operating profit up 1,814% to ~$61.46B, vs. ~$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.
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.
Robb M. Stewart / Wall Street Journal:
Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032  —  The companies plan to develop a data center campus on the Energy Department's Paducah site in western Kentucky
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.
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.
Financial Times:
As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment  —  Operators blame planning rules and low prices for a lack of investment.  Each morning, commuters heading into London's Blackfriars station …
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 …
Bill Peters / MarketWatch:
Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M  —  Prediction-market revenues on the popular trading app increased tenfold during the second quarter  —  Robinhood reported second-quarter results on Wednesday, beating expectations.
Matthew Green / A Few Thoughts …:
Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them  —  Yesterday Anthropic published two new cryptanalysis results, both outputs of Claude Mythos, their (still) unreleased advanced model.

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 2:10 AM ET, July 30, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Etan Vlessing / The Hollywood Reporter:
Sony's Crunchyroll partners with Starz for a streaming bundle offered through Prime Video for $16.99/month, a 23% discount to subscribing to both separately

Daniel Thomas / Financial Times:
A look at Piers Morgan's Uncensored, which he says is valued at ~$145M; the network reaches an active audience of 30M people across YouTube and other platforms

Brian Steinberg / Variety:
A group of 22 advocacy organizations including the ACLU, EFF, and PEN America writes Disney CEO Josh D'Amaro to support Disney's defense against the FCC

More News

Financial Times:
Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+
Harshita Mary Varghese / Reuters:
Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems
Meir Orbach / CTech:
Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M

Earlier Picks

Daniel Thomas / Financial Times:
X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X
Natalie Lung / Bloomberg:
DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall
Dominic Preston / The Verge:
Samsung Galaxy Z Fold 8 review: comfortable when shut, the 4:3 inner display is great, and impressive battery life, but no telephoto or IP68 and some app errors
Niko Gallogly / New York Times:
New York-based AI detection startup Pangram raised $9M led by Menlo, and releases Pangram 4.0 and its first AI image detection model, claiming 99.5% accuracy
Lydia DePillis / New York Times:
OpenAI, Google, Meta, BlackRock, and others are recruiting electricians and carpenters by the thousands, with some of the highest pay the industry has ever seen
Bloomberg:
Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026
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