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January 29, 2026, 6:10 AM
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| Microsoft: |
Microsoft reports Q2 revenue up 17% YoY to $81.27B, above $80.27B est., net income up 60% YoY to $38.5B, and Microsoft Cloud revenue up 26% YoY to $51.5B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
More: Search Engine Roundtable, Microsoft, Morningstar, CNBC, SiliconANGLE, GeekWire, and Tom's Guide
X: @bdsams, @lagoonlabsmv, @amitisinvesting, @patrickmoorhead, @thetranscript_, @benbajarin, @thetranscript_, @stocksavvyshay, and @satyanadella. LinkedIn: Emil Protalinski. Bluesky: @tomwarren.co.uk
| Tom Warren / The Verge: |
More: CNBC, Windows Central, Al Jazeera, Tech4Gamers, 80 Level, Kotaku, Sherwood News, Proactive, Thurrott, ZeroHedge News, Associated Press, XboxEra, and Media Play News
X: @welfare_jbp and @tomwarren
| Meta: |
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 6%+ pre-market — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
More: Finbold, CNBC, Shacknews, Social Media Today, DigiTimes, SiliconANGLE, PYMNTS.com, CNBC, Business Insider, Business Insider, Inc.com, Fortune, Axios, Crypto Briefing, Deadline, TheDesk.net, Forbes, The Wrap, GamesBeat, Variety, and MarketWatch
X: @munster_gene, @jackclarksf, @munster_gene, @munster_gene, @mikeisaac, @pronkdaniel, @richlightshed, @hedgeyecomm, @trishlaostwal, @zastocks, @hedgeyecomm, @mikeisaac, @munster_gene, @neilksethi, @munster_gene, @thetranscript_, @munster_gene, @qcapital2020, @mikeisaac, @mikeisaac, @hernanlopez, @munster_gene, @valuesense_io, and @supbagholder. LinkedIn: Emil Protalinski
Threads: @david_j_doherty and @documentingmeta
| Bloomberg: |
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs — Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
More: Wall Street Journal, Business Today, The Indian Express, Livemint, Yahoo Finance, Meta, Reuters, Financial Times, Quartz, Wall Street Journal, Sherwood News, The Mac Observer, and Barron's Online
X: @amitisinvesting, @hedgeyecomm, @ericjhonsa, @mikeisaac, @benitoz, @firstadopter, @thetranscript_, @hedgeyecomm, @hedgeyecomm, @conorsen, @bucketshopcap, @supbagholder, @zerohedge, @mikeisaac, @_josenajarro, @kakashiii111, @aleabitoreddit, @tanayj, @amitisinvesting, @rihardjarc, and @hedgeyecomm. LinkedIn: Kurt Wagner. Bluesky: @conorsen. Threads: @documentingmeta
| Jonathan Vanian / CNBC: |
More: TechCrunch, Business Insider, Mobile World Live, Moneycontrol, Engadget, Android Central, New York Times, and Tom's Guide
X: @thetranscript_, @gwanatu, and @hedgeyecomm
Forums: r/business and r/technology
| Russell Brandom / TechCrunch: |
More: Axios, Gizmodo, BBC, AdExchanger, Tech in Asia, BMI, The Verge, Adweek, The Motley Fool, MarketWatch, MarketWatch, Digital Journal, MarketWatch, Benzinga, Proactive, and Business Insider
| Kara Carlson / Bloomberg: |
Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval — Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs … | Financial Times: |
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI — Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
More: CNBC, NBC News, Forbes, Inc.com, Associated Press, Automotive News, Electrek, New York Times, Australian Financial Review, San Francisco Business Times, BBC, Implicator.ai, Axios, and The Verge
Forums: r/RealTesla, r/cars, r/electricvehicles, r/teslainvestorsclub, r/teslamotors, and r/wallstreetbets
| Connor Jones / The Register: |
Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly — The massively hyped agentic personal assistant has security experts wondering why anyone would install it
More: Ars Technica, Gizmodo, BleepingComputer, Pivot to AI, SOC Prime, Digital Trends, Michael Tsai, and Wired
X: @theonejvo, @theonejvo, @llmjunky, @mattjay, @theonejvo, @irl_danb, @antoine_moyroud, @theonejvo, and @thedevilops. Bluesky: @campuscodi.risky.biz
| Kyle Kucharski / ZDNET: |
Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more — ZDNET's key takeaways — Google Chrome is being upgraded with Gemini 3 and a revamped sidepanel UX.
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X: @google, @_philschmid, @laparisa, @joshwoodward, @glenngabe, @addyosmani, @rosterloh, @krynsky, and @alexeheath
| Dylan Butts / CNBC: |
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand — Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits … | Robert McMillan / Wall Street Journal: |
Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors — Company targets global network employed by hackers that often use devices running in homes of everyday Americans
More: Google Cloud Blog, Benzinga, Android Authority, The Hacker News, Reuters, and PYMNTS.com
X: @denisewu, @mandiant, and @googlecloudsec. LinkedIn: Chris Cornillie. Mastodon: @briankrebs@infosec.exchange
| Hannah Lang / Reuters: |
Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors — The White House on Monday will meet with executives from the banking and cryptocurrency industries to discuss a path forward …
More: Bloomberg, Reuters, BeInCrypto, Cryptonews, Cointelegraph, The Crypto Times, NewsBTC, CoinGape, The Block, CoinDesk, and Bitcoin Magazine
| Julie Bort / TechCrunch: |
US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks — Many in the industry think the winners of the AI model market have already been decided: Big Tech will own it (Google, Meta …
More: Arcee AI and Interconnects AI
X: @arcee_ai, @latkins, @theonejvo, @scaling01, @sasurobert, @kalomaze, @cailen, @beffjezos, @natolambert, and @juddrosenblatt. LinkedIn: Mark McQuade. Bluesky: @prietschka
Forums: Hacker News and r/LocalLLaMA
| Anna Tong / Forbes: |
Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people — OpenAI is quietly building a social network and considering using biometric verification like World's eyeball scanning orb …
More: The Information, Digit, CoinGape, Cointelegraph, crypto.news, CoinDesk, Crypto Briefing, BeInCrypto, The Block, and The Defiant
X: @brij, @caro_milanesi, @forbes, and @annatonger
| Dylan Butts / CNBC: |
SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity — South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused … | Brody Ford / Bloomberg: |
IBM reports Q4 revenue up 12% YoY to $19.7B, above $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ — International Business Machines Corp. reported quarterly sales that topped analysts' estimates on strong growth for its closely watched software unit.| Sri Muppidi / The Information: |
Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round — OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI.| Chance Miller / 9to5Mac: |
Sebastiaan de With, co-founder of iPhone camera app Halide and who previously freelanced for Apple, says he has joined Apple's Human Interface Design team — Halide and Lux co-founder and designer Sebastiaan de With announced today that he is joining Apple's human interface design team.
More: MacRumors, The Verge, Engadget, AppleInsider, and The Mac Observer
X: @stevemoser, @basicappleguy, @sdw, @cultofmac, @taylorcarrigan, and @mweinbach. Mastodon: @gernot@mas.to
Forums: r/apple and MacRumors Forums
| New York Times: |
Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump — The tech giant is spending $35 million to promote its film about the first lady, far more than is typical for documentaries.
More: NPR, The Hollywood Gossip, Screen Rant, and The Cut
X: @tomsteyer, @ronfilipkowski, @repjackkimble, @glen_mcgregor, @bruce_arthur, @covie_93, @jayblackisfunny, @nategilbert, @bmeiselas, @bmeiselas, @travisakers, @oldfriend99, @hearinladotcom, @sundaedivine, and @jeff__benjamin. Bluesky: @bmeiselas. Forums: r/boxoffice
| Bloomberg: |
SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% YoY to €2.83B, and forecasts 2026 cloud revenue to grow at least 23% YoY to €25.8B — SAP SE shares fell the most in more than five years as current cloud backlog in the fourth quarter slipped …
More: Dow Jones Newswires, CNBC, diginomica, SAP SE, and Reuters
| Sam Reynolds / CoinDesk: |
The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership — The agency says issuer approval is required for true tokenized ownership, warning that many stock tokens sold to retail investors provide only indirect or synthetic exposure.| Belle Lin / Wall Street Journal: |
The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI — New AI tools are helping managers stay on top of the complex processes underpinning an exploding sector
LinkedIn: Michael Marcus and Cameron Haldin
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