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April 29, 2026, 6:25 PM
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Mediagazer
memeorandum
WeSmirchTop News
| Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., Google Cloud revenue up 63% to $20B, vs. $18.05B est., net income up 81% to $62.58B — Alphabet Announces First Quarter 2026 Results MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) …
| Jennifer Elias / CNBC: |
Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027 — Alphabet reported first-quarter earnings after the bell Wednesday, showing revenue that topped expectations boosted by its surging cloud business.| Microsoft: |
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123% — Microsoft Cloud and AI Strength Fuels Third Quarter Results — REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced … | Todd Spangler / Variety: |
| Emma Roth / The Verge: |
More: Microsoft, Reuters, Tech4Gamers, Yahoo Finance, Motley Fool, Barchart.com, and Benzinga
| Riley Griffin / Bloomberg: |
Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ after hours — Meta Shares Plunge as AI Investments Raise Spending Outlook — Video Player is loading. — Unmute — Current Time 0:01 Loaded: 12.32% Playback Rate
More: Bloomberg, The Information, Reuters, Investing.com, Associated Press, Android Central, Telegraph, Quartz, Deadline, The Hollywood Reporter, Wall Street Journal, Variety, Yahoo Finance, Sherwood News, Sherwood News, Barron's Online, and Financial Times
X: @munster_gene, @supbagholder, @mikeisaac, @munster_gene, @supbagholder, @ericjackson, @munster_gene, @rihardjarc, @danielnewmanuv, and @mikeisaac. Threads: @mwi.invest
| Meta: |
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, says “scrutiny on youth-related issues” and trials may “result in a material loss” — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.
More: Yahoo Finance and Meta
X: @munster_gene, @munster_gene, @munster_gene, @stockmarketnerd, @drewcohenmoney, and @munster_gene. Threads: @kurtwag8
| Jonathan Vanian / CNBC: |
| Amazon: |
Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026. - Net sales increased 17% to $181.5 billion in the first quarter …
More: Thurrott, Bloomberg, Reuters, Constellation Research, Variety, and Benzinga
X: @stephanie_link, @quinnypig, and @munster_gene
| Annie Palmer / CNBC: |
Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B — Amazon on Wednesday posted better-than-expected earnings and revenue for the first quarter, and reported cloud sales that topped analysts' expectations.| Abner Li / 9to5Google: |
Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown — You can now ask the Gemini app to directly generate “downloadable and ready-to-share files.” Google wants you to …
More: The Keyword, Android Police, Engadget, How-To Geek, Chrome Unboxed, Digital Trends, Ubergizmo, 9to5Toys, Android Central, Phandroid, and Droid Life
X: @joshwoodward, @googleworkspace, and @geminiapp
| Gian Volpicelli / Bloomberg: |
The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services — The European Union's executive arm accused Meta Platforms Inc. of failing to keep young children off its services, ramping up a probe that could result in hefty fines.
More: European Commission, The Guardian, CNBC, New York Times, The Information, Politico, Washington Examiner, Reclaim The Net, European Commission, Reuters, Thurrott, Helsinki Times, Wall Street Journal, The Record, Mashable, The Hill, The Verge, iPhone in Canada, RTÉ, PetaPixel, Brussels Signal, UPI, Silicon Republic, TechCentral.ie, International Business Times, Morning Star, Business Post, Outlook India, Ukrainian National News, Neowin, lawsociety.ie, Forbes, The Sun Malaysia, Euronews, Total Telecom, Financial Times, Irish Independent, Associated Press, Agence France-Presse, Politico, Sweden Herald, and Telecompaper
X: @digitaleu and @mollyroseorg
LinkedIn: Innocenzo Genna and Henna Virkkunen
Bluesky: @superglaze.eurosky.social, @claesdevreese, @daphnek, @justinhendrix, and @ec.europa.eu
| Reuters: |
SpaceX IPO filing: Elon Musk can only be removed as CEO via a vote by holders of Class B super-voting shares, which he will control post-IPO, a rare provision — SpaceX is telling investors that no one can fire Elon Musk from his role as chief executive and chairman of the board without … | Fortune: |
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines — Meta has reentered the stablecoin market. Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled out the digital currency payouts … | Ian King / Bloomberg: |
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 7%+ after hours — Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
More: Qualcomm, CNBC, Thurrott, Reuters, Android Central, SiliconANGLE, Yahoo Finance, and Barchart.com
X: @patrickmoorhead and @benbajarin
| Axios: |
Sources: the White House is developing guidance for government agencies to get around Anthropic's supply chain risk designation and onboard models like Mythos — - One source described the White House efforts as a way to “save face and bring em back in.” — Earlier this month …
More: International Business Times, Decrypt, GovExec.com, NewsMax.com, Benzinga, TechCrunch, The Decoder, and Reuters
X: @mattyglesias and @deanwball
Bluesky: @timkellogg.me and @jefe
Forums: r/technology and r/neoliberal
| Sarah Perez / TechCrunch: |
Divine, a Vine reboot financed by Jack Dorsey-backed nonprofit “and Other Stuff” and built by an early Twitter employee, debuts with ~500K restored Vine videos — A new project to bring back Vine's six-second looping videos is now available for download on the App Store and Google Play.
More: Divine, Engadget, CNET, Implicator.ai, PCMag, Cult of Mac, and Gizmodo
| Financial Times: |
Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to “build more compute” — Chief executive Sam Altman's flexible approach to infrastructure projects is unsettling partners but boosting computing lead| Jay Peters / The Verge: |
YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 — Custom multiview is finally here. Custom multiview is finally here. … YouTube CEO Neal Mohan announced Tuesday that YouTube TV is getting “fully customizable” multiview.
More: YouTube, Android Authority, The Streamable, Chrome Unboxed, Droid Life, Thurrott, 9to5Google, Fox News, and The Athletic
X: @nealmohan, @cf_budge, @chrisvannini, @sickoscommittee, @updatesfromyt, @nfldraftscout, @bgurley, @heykayadams, @seanmdav, and @nickysmokess. Bluesky: @treblaw
| Financial Times: |
Google has told employees in a memo that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over DOD contracts — The tech giant signed an artificial intelligence deal with the defence department on Monday
Bluesky: @marko.social and @taumuyi
| Macy Meyer / CNET: |
Google celebrates 20 years of Translate with a new AI pronunciation practice tool for Android users in the US and India; Translate gets 1B+ queries per month — Google's new AI-powered language tool can give you real-time feedback by analyzing speech and correcting your pronunciation.
More: TechCrunch, Moneycontrol, The Keyword, eWeek, Tech Times, The Hans India, Thurrott, PCMag, Trusted Reviews, Business Standard, and GSMArena.com
| Hugh Son / CNBC: |
Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment — PayPal CEO Enrique Lores has this week told managers that he is reorganizing the firm's reporting lines to separate Venmo …
More: The Information, Reuters, Yahoo Finance, and Bloomberg
| Emily Nicolle / Bloomberg: |
Crypto payments company MoonPay acquires Israeli crypto security startup Sodot, sources say in a ~$100M all-stock deal, to launch a unit focused on institutions — MoonPay Inc. has acquired Sodot, an Israeli crypto security startup, as part of a plan by the crypto payments firm to launch …
More: MoonPay, CoinDesk, crypto.news, Pulse 2.0, Cointelegraph, The Block, Decrypt, The Defiant, and Crypto Briefing
| Mark Gurman / Bloomberg: |
Sources: Apple plans a new Siri camera mode in iOS 27 by moving Visual Intelligence, currently tied to the Camera Control button, into the camera app — Apple Inc. is planning to embed artificial intelligence more deeply into the iPhone's camera app, adding a new Siri mode alongside … | Chris Welch / Bloomberg: |
Motorola unveils its 2026 foldables lineup, including its first book-style model, which costs $1,900; prices for clamshell models have gone up by up to $200 — The company's clamshell phones have gone up by as much as $200, while its first book-style foldable barely undercuts Samsung at $1,900.
More: 9to5Google, Engadget, Motorola Mobility, Inc, HotHardware, Liliputing, How-To Geek, TechEBlog, Android Central, Mashable, CNET, Tech Advisor, PCMag, MakeUseOf, PCMag, The Shortcut, MrMobile [Michael Fisher] on YouTube, TechRadar, The Verge, Digital Trends, Android Central, Android Central, The Verge, Phone Scoop, The Verge, Tom's Guide, Notebookcheck, and Android Authority. X: @captain2phones
| Rachyl Jones / Semafor: |
Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models — THE SCOOP — Two Republican-led House committees are probing Airbnb and Anysphere, maker of AI coding platform Cursor … | Bloomberg: |
Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation — Anthropic PBC has begun weighing a fresh funding round that would value the artificial intelligence developer at more than $900 billion … Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Command Line:
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
Zoho:
3 smarter updates for your staffing pipeline — Staffing recruiters manage multiple client requirements, large candidate databases, and tight submission deadlines. Finding suitable candidates is only the first step.
3 smarter updates for your staffing pipeline — Staffing recruiters manage multiple client requirements, large candidate databases, and tight submission deadlines. Finding suitable candidates is only the first step.
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.
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.Featured Podcasts
Big Technology Podcast:
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Machine Gods:
OpenAI's Latest Discoveries Spark a Backlash + Help! My Kid Hates AI
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Great Chat:
The case for AI optimism
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
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