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July 30, 2026, 9:25 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
| 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: Finimize, The Straits Times, and Sources
X: @mgsiegler and @dariocpx
Bluesky: @mgsiegler.com and @carnage4life
| 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 … | 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.
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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, Gizmodo, Engadget, TechSpot, PC Gamer, 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.
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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.
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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
| 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
| 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.
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| 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
| 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
| 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
| 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 … | 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
| 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.
More: Koreaboo
| 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.| 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
| 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, Foreign Policy, and Gizmodo
| 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, European Commission, and Politico
| 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
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