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July 30, 2026, 2:35 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.
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.
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 …
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
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.
John Thornhill / Financial Times:
Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more  —  The co-founder of the UK-based science start-up explains how AI can help create new materials to address some of the world's most complex challenges
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:
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.
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 …
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.
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 …

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From Mediagazer

Katie Robertson / New York Times:
Bedford Media plans to relaunch Life magazine in November as a print quarterly, following its closure in 2000, and will expand into short-form video and more

Hanaa' Tameez / Nieman Lab:
Vox launches its first app, consolidating text, audio, and video content; vertical videos and podcasts are free but only subscribers can read text stories

Andrew Hutchinson / Social Media Today:
YouTube is testing an option that would enable creators to cash out their Partner Program earnings at $20, rather than the longstanding $100 minimum

More News

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
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
Reuters:
GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers
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
Upmanyu Trivedi / Bloomberg:
The UK CMA opens an investigation into Microsoft over a potential consumer law breach involving users paying more to renew Microsoft 365 after it added Copilot
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
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