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Techmeme
February 6, 2026, 10:15 AM
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Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 8%+  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.  —  Amazon shares plunged 8% Friday after the company posted mixed fourth-quarter earnings and boosted its 2026 spending forecast to $200 billion.
Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health  —  Apple Inc. is scaling back plans for a virtual health coach, according to people with knowledge of the matter …
Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction  —  Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses  —  Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Lucas Ropek / TechCrunch:
Anthropic introduces “agent teams” in Claude Code as a research preview that launches agents “to coordinate in parallel”, and a Claude in PowerPoint plugin
Anthropic:
Anthropic says it found that Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “often thinks more deeply”
Anthropic:
Anthropic details using 16 Claude Opus 4.6 agents in parallel to build a 100K-line Rust-based C compiler, incurring $20K in API costs over nearly 2,000 sessions
Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Bloomberg:
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
Adam Satariano / New York Times:
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings  —  European Union regulators said the app's infinite scroll and personalized algorithm led to “compulsive” behavior, especially among children.
Reuters:
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months  —  Intel (INTC.O) and AMD (AMD.O) have notified Chinese customers of supply shortages for server central processing units (CPUs) …
Victoria Waldersee / Reuters:
Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges  —  Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment …
OpenAI:
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer”  —  Expanding Codex across the full spectrum of professional work on a computer.  —  Join the Codex app waitlist
David Gewirtz / ZDNET:
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself”
Wall Street Journal:
How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall  —  The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology  —  Elon Musk took a gulp of water on stage at the World Economic Forum …
More: Reuters.  Forums: r/wallstreetbets
Zaheer Kachwala / Reuters:
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates  —  Roblox (RBLX.N) forecast fiscal 2026 bookings above Wall Street expectations on Thursday, signaling another year of strong growth in player spending …
Emily Steel / New York Times:
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable  —  In a federal bellwether case, the jury ordered the ride-hailing giant to pay $8.5 million to Jaylynn Dean, who said one of its drivers assaulted her in 2023.

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Cloudflare:
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This is a Techmeme archive page. It shows how the site appeared at 10:15 AM ET, February 6, 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

Todd Spangler / Variety:
A judge approves Paramount's settlement with 12 state AGs who tried to block its WBD deal, and Paramount tentatively sets October 6 to close the acquisition

Los Angeles Times:
California Governor Gavin Newsom signs a bill that creates refundable tax credits for local news outlets based on the number of journalists they employ

Alex Weprin / The Hollywood Reporter:
Condé Nast CEO Roger Lynch is stepping down after 7.5 years to become the CEO and chairman of Mattel; lead independent director Mike Perlis will be interim CEO

More News

Anuj Behal / The Guardian:
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies

Earlier Picks

Mark Gurman / Bloomberg:
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers
Cheeky Pint:
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more
Financial Times:
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
New York Times:
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction
Robert Hart / The Verge:
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
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