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July 29, 2026, 8:35 PM
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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: TechCrunch, CNET, Capital Brief, Thurrott, GeekWire, Fortune, Proactive, Constellation Research, Search Engine Roundtable, and NXP USA, Inc.
X: @firstadopter, @timadeline, @microsoft, @charliebilello, @jaminball, @danielnewmanuv, @beth_kindig, @stocksavvyshay, @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 7% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
More: Associated Press, Business Insider, Axios, Finimize, Blockonomi, Wall Street Journal, Proactive, and Yahoo Finance. Forums: r/MSFT
| 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.
More: The Verge, CNBC, The Information, CNET, Bloomberg, International Business Times, TechCrunch, Axios, Bloomberg, The Guardian, Reuters, Associated Press, New York Times, Business Insider, Bloomberg, Wall Street Journal, Financial Times, Adweek, Bloomberg, Investor's Business Daily, colinhughesuk, mwi.invest, Business Insider, CHOSUNBIZ, SiliconANGLE, Threads, Unite.AI, BBC, Constellation Research, Deadline, Wall Street Journal, Reuters, Reuters, The Wrap, The Music Network, Business Insider, AdNews News, Inc.com, and Motley Fool
X: @supbagholder, @supbagholder, @supbagholder, @metanewsroom, @rihardjarc, @munster_gene, @munster_gene, @realroseceline, @munster_gene, @munster_gene, @danielnewmanuv, @eric_seufert, @jackfarley96, @zerohedge, @firstadopter, @joecarlsonshow, @conorsen, @munster_gene, @munster_gene, @firstadopter, @charliebilello, @munster_gene, @munster_gene, @stockmarketnerd, @bobspaysubstack, @zerohedge, @munster_gene, and @munster_gene
| 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 …
| 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, NewsMax.com, Energy.gov, Reuters, Data Center Knowledge, Motley Fool, POWER Magazine, Paducah American Energy Hub, The American Bazaar, New York Times, RedState, GovTech, and DatacenterDynamics
X: @sonderling47, @arinatter, @arinatter, @rapidresponse47, @rapidresponse47, @m12o_ai, @energy, and @energy. LinkedIn: Connor Teskey. Bluesky: @marypcbuk. Forums: Slashdot
| 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
| 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, MacRumors, AppleInsider, 9to5Mac, MarketWatch, Bloomberg, Qualcomm, and Benzinga
| 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: TechCrunch, DoorDash, CNET, San Francisco Business Times, The Verge, Capital Brief, The Hill, Business Insider, Inc.com, Axios, Engadget, Reuters, Dexerto, DroneXL, Barchart.com, TechEBlog, Quartz, PCMag, The Mac Observer, Digital Trends, NBC Bay Area, The American Bazaar, Mashable, Wall Street Journal, PYMNTS, and Robotics & Automation News
X: @andyfang, @doordash, @doordash, @youngpada121, @t_xu, @doordash, @dioscuri, @gokulr, and @thefloridaman
| 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, Engadget, SiliconANGLE, Forbes Middle East, and RuntimeWire
X: @openai, @andrewcurran_, @kimmonismus, @ns123abc, and @gdb
| 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 … | 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 … | 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 — The future of artificial intelligence depends on finding more skilled humans for some very physical jobs.| 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, Capital Brief, iTnews, Adweek, The American Bazaar, TechCrunch, The Drum, Engadget, Reuters, and The Verge
| 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, GOV.UK, The Independent, Kotaku, Telegraph, Unite.AI, Reuters, and Capital Brief
| Financial Times: |
Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ — South Korean chip giant misses analyst expectations but insists risk of memory oversupply remains ‘limited’| Reuters: |
Russia charges Pavel Durov with facilitating terrorist activity, alleging that Telegram was being used by Ukrainian spies to organize attacks inside Russia — Russia said on Wednesday it had charged Telegram founder Pavel Durov with facilitating terrorist activity, alleging …
More: Bloomberg, Associated Press, Deutsche Welle, HotAir, Euronews, Reclaim The Net, Meduza, The Moscow Times, Bitcoin News, GZERO, The Register, Newsweek, OCCRP, UPI, Wall Street Journal, The Coin Republic, Los Angeles Times, New York Sun, CyberInsider, TechSpot, PCMag, Cryptonews, Cyber Security News, Financial Times, BMI, The Verge, and New York Times
X: @telegram, @0xdamx, @europemaxxed, @olgabazova, @davetroy, @austincampbell, @runecrypto_, @gerashchenko_en, @mikebelshe, @insider0x, and @sarahadams
Forums: r/Telegram, r/privacy, r/worldnews, r/worldnews, and r/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 — Yesterday Anthropic published two new cryptanalysis results, both outputs of Claude Mythos, their (still) unreleased advanced model.
More: Anthropic, Ars Technica, Security Affairs, SC Media, WinBuzzer, and PYMNTS
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
| 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 … | 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 … | 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 … | Madhumita Murgia / Financial Times: |
Sources: Google DeepMind has reassigned most of the AlphaFold papers' original authors over the past year; nearly a quarter of the full-time authors have left — Landmark project that solved protein folding gives way to a wider race to build AI systems for scientific discovery| 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.
| 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.| 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: The Verge, Financial Times, BMW BLOG, Pulse 2.0, Barchart.com, and The Economic Times
X: @cristianoamon and @qualcomm
LinkedIn: Nakul Duggal and Cristiano R. Amon
| 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 — Is this the future of foldable phones? — Samsung clearly thinks so. The company has given its new wide foldable the …
More: GSMArena.com, Droid Life, 9to5Google, KTLA, MacRumors, Engadget, Bloomberg, and T3. Bluesky: @dompreston.com
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