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July 30, 2026, 2:30 AM
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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: Finimize, Neowin, MediaPost, This Week in Videogames, Thurrott, Search Engine Roundtable, TechCrunch, Proactive, Tomasz Tunguz, GeekWire, CNET, Fortune, Constellation Research, Capital Brief, and NXP USA, Inc.
X: @microsoft, @charliebilello, @jaminball, @danielnewmanuv, @firstadopter, @beth_kindig, @stocksavvyshay, @timadeline, @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 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, CNBC, 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 … | 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.
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X: @metanewsroom, @realroseceline, @munster_gene, @supbagholder, @munster_gene, @danielnewmanuv, @munster_gene, @eric_seufert, @jackfarley96, @rihardjarc, @zerohedge, @firstadopter, @joecarlsonshow, @conorsen, @munster_gene, @munster_gene, @firstadopter, @supbagholder, @charliebilello, @supbagholder, @munster_gene, @munster_gene, @stockmarketnerd, @bobspaysubstack, @zerohedge, @munster_gene, @munster_gene, and @munster_gene
| Reuters: |
Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$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.
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Bluesky: @aaronrosspowell.com. Forums: r/politics, r/RobotVacuums, r/Roborock, r/technology, Slashdot, 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%+ after hours — Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
More: CNBC, 9to5Mac, The Register, Reuters, iClarified, 9to5Google, SiliconANGLE, The Mac Observer, DigiTimes, Qualcomm, Bloomberg, MacRumors, and AppleInsider
| 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 … | 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 …
More: Business Insider, TechCrunch, Tech Times, Business Insider, RuntimeWire, and Business Insider
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LinkedIn: Dan DeFrancesco and Stephanie Palazzolo
| Jenny Lee / CNBC: |
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, vs. ~$118.9B est., and operating profit up 1,814% to ~$61.46B, vs. ~$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.
More: Associated Press, Samsung Newsroom, SiliconANGLE, Euronews, SamMobile, The Asia Business Daily, SammyGuru, Nikkei Asia, Wall Street Journal, Bloomberg, Seoul Economic Daily, The Korea Herald, Korea JoongAng Daily, The Korea Times, Reuters, and Blockchain.News
Forums: r/MU_Stock and r/wallstreetbets
| 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.
More: Bloomberg, Telecompaper, Arm, and Benzinga
| 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 …
More: Wccftech and RuntimeWire
| 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, Tech Times, Digital Music News, Android Authority, Neowin, and RuntimeWire
| 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 … | 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, New York Times, Energy.gov, TheEnergyMag, Motley Fool, NewsMax.com, The American Bazaar, GovTech, E&E News, RedState, DatacenterDynamics, POWER Magazine, Data Center Knowledge, Reuters, and Paducah American Energy Hub
| 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.| 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
| 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, Axios, and Onyx Security
| Financial Times: |
A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips — The Chinese company behind TikTok is pouring resources into the technology. Some think it is a big gamble.| Financial Times: |
As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment — Operators blame planning rules and low prices for a lack of investment. Each morning, commuters heading into London's Blackfriars station … | 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: Business Standard, OpenAI, Forbes Middle East, Engadget, Bloomberg, RuntimeWire, and SiliconANGLE
X: @openai, @gdb, @andrewcurran_, @kimmonismus, and @ns123abc
| 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.
| Todd Spangler / Variety: |
Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff — The company, the parent of Facebook and Instagram, said it took “$2.4 billion charges related to legal proceedings” in Q2.
More: Financial Express, Sweden Herald, Blockonomi, AdExchanger, and The Asia Business Daily. X: @munster_gene
| 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 … Sponsor Posts
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