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July 30, 2026, 5:55 AM
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Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ pre-market  —  REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
Jordan Novet / CNBC:
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 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 …
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%
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, and forecasts Q3 revenue below estimates; META drops 8%+ pre-market  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
Reuters:
Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B to $145B, compared with its prior forecast of $125B to $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.
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%+ pre-market  —  Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
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
Jenny Lee / CNBC:
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$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.
K Oanh Ha / Bloomberg:
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares  —  Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
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 …
Financial Times:
Investors continue to dump chipmaker and US tech stocks after disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm drops 6.5%+, and AMD falls 6.5%+
Reuters:
Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.  —  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.
Ryan Whitwam / Ars Technica:
Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling  —  Deciding what's real on the Internet won't be easy in the future.  —  The scale of AI-generated media can be hard to grasp.
More: Ghacks and TechSpot
X: @iethics, @arstechnica, and @steevebourdon.  Bluesky: @adamrose.  Forums: Ars OpenForum
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 …
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.
Financial Times:
Sources: ex-OpenAI executive Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout  —  Hedge fund has held talks with existing investors and lenders in recent days  —  Situational Awareness, the $20bn hedge fund founded …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 5:55 AM ET, July 30, 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

Alex Weprin / The Hollywood Reporter:
AMC and Netflix sign a five-year, $500M, non-exclusive global deal for all Walking Dead spin-offs; AMC+ will get the original series for the first time in 2027

Etan Vlessing / The Hollywood Reporter:
Sony's Crunchyroll partners with Starz for a streaming bundle offered through Prime Video for $16.99/month, a 23% discount to subscribing to both separately

Emma Madden / Wired:
Some journalists and novelists are adopting an “anti-AI” style with intentional typos and complex sentences, as publications are flooded with AI submissions

More News

Bill Peters / MarketWatch:
Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M

Earlier Picks

Matthew Green / A Few Thoughts on Cryptographic Engineering:
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
Meir Orbach / CTech:
Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M
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
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
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
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
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