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July 30, 2026, 6:35 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 …
More: Forbes Middle East, Silicon Canals, Fortune, Neowin, CNET, MediaPost, TechCrunch, The Register, Tomasz Tunguz, This Week in Videogames, PYMNTS, Fortune, Thurrott, Search Engine Roundtable, Capital Brief, GeekWire, Constellation Research, and Finimize
X: @beth_kindig, @stocksavvyshay, @microsoft, @timadeline, @mathlonning, @thekenyeung, @charliebilello, @jaminball, @danielnewmanuv, @firstadopter, @mukund, and @stocksavvyshay. LinkedIn: Emil Protalinski
| 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 … | Reuters: |
Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged — Microsoft (MSFT.O) on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure …
More: Financial Times, RTÉ, Associated Press, and Business Insider
| 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 …
More: The Straits Times, Finimize, and Sources
| Emma Roth / The Verge: |
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| 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.
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| Reuters: |
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X: @charliebilello and @richlightshed
| Jonathan Vanian / CNBC: |
More: Wall Street Journal, Gizmodo, and GamesBeat
| 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.
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Bluesky: @aaronrosspowell.com. Forums: r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, and Ars OpenForum
| 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) …
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| Harshita Mary Varghese / Reuters: |
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LinkedIn: Cristiano R. Amon and Nakul Duggal
| 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 … | 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.| 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 … | 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 …
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| OpenAI: |
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score and used fewer tokens, after Sol with the official harness scored 7.8% — A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
More: The Decoder, RuntimeWire, and The New Stack
| Edith Hancock / Wall Street Journal: |
The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 — The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
More: European Commission
| Reuters: |
A 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 …
More: Benzinga, RuntimeWire, and Wccftech
| 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.
More: Bloomberg and Telecompaper
| Bloomberg: |
ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's “was at a much larger scale than we'd encountered” — A group of university researchers that developed benchmarks to test the cybersecurity capabilities of AI systems … | 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.
More: Simple Flying and CBS News
| 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.| Bloomberg: |
Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019 — Zhongji Innolight Co. dropped in its Hong Kong trading debut after raising HK$53.4 billion ($6.8 billion) in the city's largest listing in seven years.| Song Jung-a / Financial Times: |
Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble — Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles — Song Mi-kyung pocketed a profit of about Won300mn … | Meir Orbach / CTech: |
Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M — Just four months after emerging from stealth, the Israeli startup is betting that securing AI agents will become one of cybersecurity's biggest markets.
More: Onyx, RuntimeWire, Onyx Security, and Axios
| 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 … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Zoho Books introduces the Landlords edition in the UK — Managing rental properties in the UK has long involved a messy mix of spread-out receipts, manual spreadsheets, and end-of-year tax scrambles.
Zoho Books introduces the Landlords edition in the UK — Managing rental properties in the UK has long involved a messy mix of spread-out receipts, manual spreadsheets, and end-of-year tax scrambles.
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
The Upstarts Podcast:
Basis's Matt Harpe: Why AI Won't Replace Accountants — It'll Make Them Richer
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.
Channels with Peter Kafka:
Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood's Sort-of Comeback
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
How China Caught U.S. AI — With Grace Shao
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.
Training Data:
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Uncapped with Jack Altman:
Tony Xu from DoorDash
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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