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July 30, 2026, 1:10 AM
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| 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 …
More: Finimize, This Week in Videogames, TechCrunch, Tomasz Tunguz, CNET, Thurrott, Proactive, GeekWire, Fortune, Constellation Research, Search Engine Roundtable, Capital Brief, and NXP USA, Inc.
X: @microsoft, @charliebilello, @jaminball, @danielnewmanuv, @firstadopter, @beth_kindig, @stocksavvyshay, @timadeline, @mathlonning, @thekenyeung, @mukund, and @stocksavvyshay. LinkedIn: Emil Protalinski
| 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 … | 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, Reuters, MediaPost, CNBC, 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 … | Emma Roth / The Verge: |
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% — Microsoft's cloud division revenue soared 27 percent to $59 billion. … Xbox is having yet another tough quarter, as revenue from content … | 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.
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X: @metanewsroom, @realroseceline, @munster_gene, @supbagholder, @munster_gene, @danielnewmanuv, @munster_gene, @eric_seufert, @jackfarley96, @rihardjarc, @zerohedge, @firstadopter, @joecarlsonshow, @conorsen, @munster_gene, @munster_gene, @firstadopter, @supbagholder, @charliebilello, @supbagholder, @munster_gene, @munster_gene, @stockmarketnerd, @bobspaysubstack, @zerohedge, @munster_gene, @munster_gene, and @munster_gene
| 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.
More: Ars Technica, BBC, Reuters, Associated Press, The American Bazaar, PCMag, Engadget, Gizmodo, Android Authority, 9to5Mac, 9to5Google, Inc.com, and Semafor
Bluesky: @aaronrosspowell.com. Forums: r/Roborock, r/technology, r/RobotVacuums, r/politics, Slashdot, and Ars OpenForum
| 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) …
More: CNBC, Reuters, The Register, 9to5Mac, SiliconANGLE, 9to5Google, The Mac Observer, MacRumors, DigiTimes, AppleInsider, Qualcomm, and Bloomberg
| 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 …
| 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 … | 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: |
Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates — Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers.| 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.
More: The Decoder, Android Central, Android Authority, Neowin, Digital Music News, RuntimeWire, and Tech Times
| Kirsten Korosec / TechCrunch: |
Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones — Waymo is slowly adding freeway routes back to its service area more than two months after the company stopped driving these high-speed roads … | Reuters: |
Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors — Intel (INTC.O) has provided access to some of its processor technology to a new startup, according to a source and documents reviewed by Reuters …
More: Wccftech and RuntimeWire
| 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
More: Bloomberg, New York Times, TheEnergyMag, Energy.gov, Motley Fool, NewsMax.com, The American Bazaar, GovTech, E&E News, RedState, DatacenterDynamics, POWER Magazine, and Data Center Knowledge
| 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 …
More: OpenAI, Bloomberg, Forbes Middle East, Engadget, and RuntimeWire
X: @openai, @gdb, @andrewcurran_, @kimmonismus, and @ns123abc
| 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: Onyx, RuntimeWire, Axios, and Onyx Security
| 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.
| 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 … | 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 — DoorDash Inc. is building its own delivery drones and has gained the necessary approvals to operate them commercially …
More: DoorDash, TechCrunch, The Verge, Engadget, Business Insider, DroneXL, Barchart.com, CNET, TechEBlog, The Hill, The Mac Observer, Dexerto, NBC Bay Area, The American Bazaar, Inc.com, Quartz, Axios, Capital Brief, Digital Trends, PCMag, Mashable, Reuters, San Francisco Business Times, and Wall Street Journal
X: @andyfang, @doordash, @doordash, @youngpada121, @t_xu, @doordash, @dioscuri, @gokulr, and @thefloridaman
| 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.
More: CoinDesk, Anthropic, Ars Technica, Security Affairs, SC Media, PYMNTS, and WinBuzzer
X: @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, @matthew_d_green, and @matthew_d_green
Forums: Hacker News, r/crypto, r/cybersecurity, and Lobsters
| 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 — Billionaire had accused brands of organising an illegal boycott — Elon Musk's X has settled a long-running legal battle …
More: Ars Technica, BMI, The American Bazaar, Engadget, The Verge, TechCrunch, Adweek, Reuters, and The Drum
IDrive:
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| 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 — Qualcomm (QCOM.O) said on Wednesday it has signed a long-term deal to supply chips for German luxury automaker BMW's (BMWG.DE) future digital cockpit …
More: BMW BLOG, Financial Times, The Verge, Pulse 2.0, and Barchart.com
X: @cristianoamon and @qualcomm
LinkedIn: Cristiano R. Amon and Nakul Duggal
| 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 — The UK's consumer and antitrust watchdog is investigating whether Microsoft Corp. misled customers into paying …
More: The Register, Cyber Security News, GOV.UK, Politico, RuntimeWire, Kotaku, and Telegraph. Bluesky: @megangray
| 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 — GlobalFoundries (GFS.O) said on Wednesday the U.S. government will award $300 million to the chipmaker to bolster research …
More: GlobalFoundries, The American Bazaar, The Register, Tech Times, Proactive, and Chuck Schumer
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Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
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Cape:
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Zoho:
Zoho Books introduces the Landlords edition in the UK — Managing rental properties in the UK has long involved a messy mix of spread-out receipts, manual spreadsheets, and end-of-year tax scrambles.
Zoho Books introduces the Landlords edition in the UK — Managing rental properties in the UK has long involved a messy mix of spread-out receipts, manual spreadsheets, and end-of-year tax scrambles.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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Channels with Peter Kafka:
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Big Technology Podcast:
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Newest
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 basisFind
2½ hours ago
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 vacuumsFind
3 hours ago
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 $153MFind
4 hours ago
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 demandFind
4½ hours ago
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 unchangedFind
5 hours ago
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 wholeFind
5½ hours ago
Reuters:
Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investorsFind
5½ hours ago
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