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April 30, 2026, 10:55 AM
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Financial Times:
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025  —  Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
Riley Griffin / Bloomberg:
Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a ~7.4% jump from its $115B-$135B forecast in January; META drops 10%+  —  Meta Shares Plunge as AI Investments Raise Spending Outlook  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 12.32% Playback Rate
Meta:
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% YoY to $26.77B, and says “scrutiny on youth-related issues” may “result in a material loss”  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.
Wall Street Journal:
Sources: the White House opposes Anthropic's plan to expand access to Mythos to ~70 additional companies and organizations because of concerns about security  —  Relationship is still complicated despite efforts from both sides to de-escalate  —  The White House opposes a plan from Anthropic …
OpenAI:
OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it  —  Starting with GPT-5.1, our models began developing a strange habit: they increasingly mentioned goblins, gremlins, and other creatures in their metaphors.
Bloomberg:
Sources: Anthropic has begun weighing a new funding round that would value it a $900B+, after previously resisting investor proposals at an $800B+ valuation  —  Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 5.55% Playback Rate
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand  —  Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record …
Angel Au-Yeung / Wall Street Journal:
Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars
Microsoft:
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% YoY to $31.8B, and says its AI business, up 123% YoY, passed a $37B annual revenue run rate  —  Microsoft Cloud and AI Strength Fuels Third Quarter Results  —  REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced …
Alphabet:
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+  —  MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
Gabe Gurwin / GameSpot:
Sony confirms some digital PS4 and PS5 games require owners to do a one-time online license check “to confirm the game's license”, likely to combat refund scams  —  The problem appears to be affecting both PS4 and PS5 games purchased after March 2026.
Financial Times:
Sources: SoftBank plans to create AI and robotics company Roze in the US for building data centers, and may list it as early as 2026 at an up to $100B valuation  —  Masayoshi Son plots IPO for business named Roze as soon as this year  —  SoftBank is planning to create and list an AI …
Aisha Malik / TechCrunch:
Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity  —  As AI-generated artists and tracks flood music streaming platforms, Spotify is rolling out a new “Verified by Spotify” …
Anthropic:
Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts  —  In this post, Brianna, a researcher on the discovery team, shares results from a recent bioinformatics benchmarking effort.
Krisztian Sandor / CoinDesk:
Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate  —  The payments giant added support for Stripe's Tempo, Circle's Arc, Coinbase's Base, Polygon and Canton Network as stablecoins gain traction in global money movement.
Jay Peters / The Verge:
Netflix rolls out a vertical video feed in its own Clips tab in Australia, Canada, India, Malaysia, Pakistan, the Philippines, South Africa, the UK, and the US  —  The new ‘Clips’ tab shows, you guessed it, Netflix clips. … Netflix is starting to roll out a big revamp of its mobile app …
New York Times:
Digital advertising is booming for Google and Meta, helped by AI tools used for creating ads, translating copy, targeting, bidding, measuring results, and more  —  For years, DribbleUp, a sports equipment company, spent its own time and resources figuring out whom it should advertise its basketballs and soccer balls to on Facebook.
Cloudflare:
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users  —  Coding agents are great at building software.  But to deploy to production they need three things from the cloud they want to host their app — an account, a way to pay, and an API token.
Samantha Kelly / Bloomberg:
Norway-founded humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100K robots by the end of 2027  —  1X Technologies AS, the Norway-founded robotics startup backed by OpenAI, has opened a new 58,000-square-foot factory in Hayward …
Zoho:
Meet Zoho Books MCP: Bring AI-powered accounting to your business  —  Isn't change the only constant?  And that holds true for accounting too.  For years, accounting software has helped businesses manage their finances, track their income and expenses, and stay compliant.
Sponsor Post
Ina Fried / Axios:NEW
JuliaHub, which aims to use agentic coding tools to design complex products such as cars and airplanes, raised a $65M Series B led by Dorilton Capital  —  Former Snowflake CEO Bob Muglia, a longtime Microsoft server boss, is backing JuliaHub, a startup that sees a role for AI agents designing complex products …
More: FinSMEs and JuliaHub
Chloe Meley / Bloomberg:
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war  —  Europe's software companies are doing better than expected this earnings season, brushing off fears around artificial intelligence …
More: CTech

Sponsor Posts

Niantic Spatial:
World models need real-world data  —  Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics.  Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Meet Zoho Books MCP: Bring AI-powered accounting to your business  —  Isn't change the only constant?  And that holds true for accounting too.  For years, accounting software has helped businesses manage their finances …
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.
Anuma:
The Private AI That Remembers  —  Anuma is the all-in-one AI platform with private, portable memory.  Chat, text, create, build, and solve across every model.
Sponsor Techmeme

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Newest

Krystal Scanlon / Digiday:
Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaignsFind
New
Ina Fried / Axios:
JuliaHub, which aims to use agentic coding tools to design complex products such as cars and airplanes, raised a $65M Series B led by Dorilton CapitalFind
10 minutes ago
Cloudflare:
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of usersFind
20 minutes ago
Jake Bleiberg / Bloomberg:
Sources: the NSA has been testing Anthropic's Mythos model to find vulnerabilities in Microsoft products and widely used software from other companiesFind
25 minutes ago
Samantha Kelly / Bloomberg:
Norway-founded humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100K robots by the end of 2027Find
45 minutes ago
Bloomberg:
Sources: US officials are preparing a wide-ranging AI policy memo that outlines rules for national security agencies, including avoiding relying on one vendorFind
65 minutes ago
Tim Culpan / Culpium:
Samsung, SK Hynix, and Micron earnings show increased DRAM prices, not shipments, indicating a focus on revenue over helping clients get the products they needFind
75 minutes ago
Full Time-Sorted List

From Mediagazer

Wall Street Journal:
Sources: Amazon executives, including MGM Studios head Mike Hopkins, have discussed rebooting The Apprentice for Prime Video, with Donald Trump Jr. as the host

Dade Hayes / Deadline:
The NAB's CEO says the FCC's “nearly unprecedented request” for Disney to reapply for TV licenses is contrary to established principles and creates uncertainty

Ethan Millman / The Hollywood Reporter:
UMG artists will receive a share of the proceeds from UMG's Spotify stock sale, regardless of debts; WMG paid out $126M to artists from its 2018 stock sale

More News

Earlier Picks

Ian King / Bloomberg:
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a new top hyperscaler client is on track to begin using its components later in 2026; QCOM jumps 5%+
Amazon:
Amazon reports Q1 revenue up 17% YoY to $181.5B, net income up 77% YoY to $30.3B, operating income up 30% YoY to $23.9B, and a $20B+ revenue run rate from chips
Fortune:
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines, per a Facebook support page
Mediagazer memeorandum WeSmirch
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