Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+
Microsoft Cloud and AI Strength Fuels Fourth Quarter Results — REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
The Trump administration says Apple, Google, OpenAI, Amazon, Anthropic, and 60+ companies have pledged to make data sharing seamless across health care systems
Leading US technology companies, including Amazon.com Inc., Anthropic, Apple Inc., Alphabet Inc.'s Google and OpenAI Inc. …
Google DeepMind unveils AlphaEarth Foundations, an AI model that unifies petabytes of Earth observation data and helps scientists create detailed maps on demand
New AI model integrates petabytes of Earth observation data to generate a unified data representation that revolutionizes global mapping and monitoring
Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13%
that's a record Chris Kerr / Game Developer : Microsoft becomes PlayStation's top publisher and annual Xbox Game Pass revenue nears $5 billion Jesse ‘Doncabesa’ Norris / XboxEra : Headlines for July 3...
Stack Overflow survey: 84% of developers use or plan to use AI tools in their workflow, up from 76% in 2024, and 33% trust AI accuracy, down from 43% in 2024
More developers than ever before are using AI tools to both assist and generate code. — While enterprise AI adoption accelerates …
Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after its stock jumped 5%+ on better-than-expected results
Microsoft is set to become the second company in the world to reach a $4 trillion valuation. Rishabh Mishra / Benzinga : Microsoft, Meta Stocks Add $440 Billion In A Day—Nearly Matching Netflix's Enti...
OpenAI launches Stargate Norway, the first Stargate-branded initiative in Europe, to build a 230MW data center owned by a joint venture between Nscale and Aker
OpenAI has agreed to be an anchor customer for a new data center in Norway, the first European site for the artificial intelligence company's Stargate infrastructure effort.
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.
Trump signs an EO ending the de minimis exemption for packages worth $800 or less from all countries, after shuttering the loophole for goods from China in May
President Donald Trump on Wednesday signed an executive order ending the de minimis trade loophole for low-value packages shipped from all countries.
iPhone exports to the US from India are currently exempt from Trump's latest 25% tariffs on India; India now accounts for 20%+ of global iPhone production
Apple Inc.'s iPhone exports to the US from India will remain untouched by President Donald Trump's latest 25% tariffs on the South Asian nation, for now.
Mark Zuckerberg says “We'll need to be rigorous about mitigating” the new risks raised by superintelligence and “careful about what we choose to open source”
Meta's CEO says developing superintelligent AI is ‘now in sight.’ But it won't be open source like Llama …
Sources: Trump administration is reconsidering plans to replace the Biden-era AI export rules as part of a broader softening on chip controls targeting China
The Trump administration is easing off its tough-on-China approach to technology export controls as it searches for leverage …
Samsung reports Q1 revenue up 0.7% YoY to $53.7B, vs. $53.6B est., operating profit down 55% YoY to $3.4B, vs. $3.8B est., with chips operating profit down ~94%
Samsung Electronics on Thursday reported a second-quarter operating profit of 4.7 trillion Korean won, missing expectations …
The UK's CMA finds that Microsoft's software licensing terms harm competition in the cloud market, may open a probe into Microsoft and Amazon in 2026
Watchdog finds UK cloud market ‘not working well’ and recommends conduct requirements for Big Tech — Microsoft's software licensing terms …
Microsoft plans to invest $30B+ in capital expenditures in Q1, which would be its largest for a single quarter, after reporting $24.2B in capital spending in Q4
Todd Bishop / GeekWire : X: @andrewrsorkin X: Andrew Ross Sorkin / @andrewrsorkin : Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up from $80 billion. 🤯
Microsoft's FY 2025 report excludes the names of rivals, breaking from a common industry practice; its last report designated 25+ companies as competitors
a whopping $75 billion a year
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections
In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
Arm CEO Rene Haas says the company is accelerating its R&D spending as it considers offering “full end solutions”, suggesting plans to launch its own chips
SoftBank-owned UK group's strategic shift would upend chip ecosystem — UK chip company Arm confirmed it was exploring …
Arm reports Q1 revenue up 12% YoY to $1.05B, royalty revenue up 25% YoY to $585M, vs. $595M est., and forecasts Q2 profit below est.; ARM drops 8%+
Ian King / Bloomberg :
Tether reports Q2 net profit of $4.9B, a quarterly record, and says it held nearly $9B in bitcoin at the end of the quarter
- Tether, the world's largest stablecoin issuer, said it registered a net profit of $4.9 billion, setting a new quarterly record. The previous record was $4.5 billion, set in Q1 2024.
How AI has transformed data center design, with concerns about overspending on AI infrastructure, sparked by DeepSeek, fading amid the ongoing building frenzy
The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed
Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B
OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in annualized revenue, according to a person who spoke to OpenAI executives.
Anaconda, which provides AI development tools for developers and data scientists, raised $150M+ led by Insight Partners, source says at a $1.5B valuation
Artificial intelligence startup Anaconda Inc. has raised a new funding round that values the company at $1.5 billion, according to a person familiar with the matter.
Roblox reports Q2 revenue up 21% YoY to ~$1B, Bookings up 51% YoY to ~$1.4B, above $1.24B est., and DAUs up 41% YoY to 111.8M, above 106M est.; RBLX jumps 15%+
Roblox stock soared 16% Thursday after the company reported second-quarter revenue that beat expectations amid strong user growth.
Uber Eats adds AI tools to generate for menu item descriptions, enhance food images, and more; it will pay customers in some countries for uploading food photos
Some customers can also get paid for uploading pictures of their meals. … The menus on your next Uber Eats order may be embellished using generative AI.
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips
China's cyberspace regulator said it has asked U.S. semiconductor maker Nvidia (NVDA.O) to explain whether its H20 artificial intelligence chips …
Sources: Klarna is considering reviving its potential NY IPO as soon as September, after earlier putting plans on hold amid market turbulence due to tariffs
Klarna Group Plc is considering reviving its potential New York initial public offering as soon as September, people familiar with the matter said …
Experts say Samsung's $16.5B Tesla chip deal alone is unlikely to revive its foundry division, which has struggled since TSMC became Apple's principal supplier
Financial Times :
Profiles of OpenAI's heads of research Mark Chen and Jakub Pachocki, where they discuss the path toward more capable reasoning models and superalignment
For the past couple of years, OpenAI has felt like a one-man brand. With his showbiz style and fundraising glitz … X: @sama and @toddalee X: Sam Altman / @sama : i usually think articles like this mi...
Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B
Jonathan Vanian / CNBC :
Lyft completes its €175M acquisition of European taxi app Freenow from BMW Group and Mercedes-Benz Mobility, its first global expansion beyond the US and Canada
Lyft Inc. has gained the necessary regulatory clearance to complete its acquisition of European taxi app Freenow …
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.
QCT Diversification … Reuters : Qualcomm's premium smartphone chip reliance, Apple modem loss overshadow upbeat forecast Derrek Lee / Android Central : Qualcomm reports $10.4B in revenue, says Xiaomi ...
Margit Wennmachers, who has shaped a16z's marketing approach since joining in 2010, is stepping down and “graduating” from operating partner to partner emeritus
they're hiring some talented and influential people. Gina Bianchini / @ginab : @wennmachers @a16z You were impressive the first time Liz Hamren introduced us. You seemed like a natural introduction to...
Oxford-based Ultromics, which has developed the first FDA-cleared, Medicare-reimbursed AI tools for cardiology diagnostics, raised a $55M Series C
The funding will accelerate Ultromics' mission to advance heart disease detection and scale EchoGo®, its AI platform for earlier, more accurate diagnoses.
Oxide Computer, which provides on-premises cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund
We don't want to bury the lede: we have raised a $100M Series B … Kelly Teal / channelfutures : OpenText Doubles Down on Private Cloud, Increasing Partner Opportunity Maria Deutscher / SiliconANGLE : ...
Israel-based Noma Security, whose platform secures enterprise data and AI models against AI agents, raised a $100M Series B, bringing its total funding to $132M
Israeli cybersecurity startup Noma Security, whose platform secures enterprise data and AI models against AI agents …
SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products
SK Hynix Inc. surpassed Samsung Electronics Co. as the world's top memory maker in the second quarter, largely due to AI-driven demand.
Meta's Reality Labs Q2: revenue up 5% YoY to $370M, vs. $381M est., and a $4.53B operating loss, vs. $4.99B est.; Reality Labs has lost nearly $70B since 2020
UK's Ofcom launches probes into four companies, which collectively run 34 pornography sites, to assess if they have “highly effective” age verification checks
Catarina Demony / Reuters :
Figma priced its US IPO at $33 per share, above its expected range of $30 to $32, raising $1.2B in the offering and valuing the company at $19.3B
Jordan Novet / CNBC :
Turkey-based Good Job Games, which develops Match-3 games like the popular Match Villains, raised a $60M Series A, after raising a $23M seed six months ago
With $83 million raised in six months, the Turkish mobile game developer is emerging as a new force in global gaming.
xAI will sign the EU AI Code's safety and security chapter but says the code's other requirements hurt innovation and its copyright terms are an overreach
LOL... Well let me start pirating everything I watch then. I'm training my future brain AI implant... bla bla bla... mister lawyer [embedded post] @yappydagger : We've created a society where the wo...
Legion, a browser-based AI security operations center that learns enterprise workflows to detect threats, emerges from stealth with a $38M seed and Series A
Backed by Coatue, Accel, and Picture Capital …
Grab reports Q2 revenue up 23% YoY to $819M, vs. 812M est., and an adjusted EBITDA of $109M; Grab's shares are up 60% over the past year as its profit increased
Bloomberg :
eBay reports Q2 revenue up 6% YoY to $2.73B, vs. $2.64B est., gross merchandise volume up 6% to $19.5B, net income up 64% to $368M; EBAY jumps 10%+
Natalie Weger / Wall Street Journal :
After announcing the $799 Phone 3 in early July, Nothing has been contending with a vocal contingent of fans criticizing the phone's industrial design and price
though the design seems to be growing on them. My review + a look at the controversy: https://www.bloomberg.com/... [image] Forums: r/Android : Nothing's Phone 3 Is Stymied By Contentious Design and P...
Stable, which is building a new Layer 1 blockchain for stablecoins, raised a $28M seed co-led by Bitfinex and Hack VC
Yogita Khatri / The Block :
Fleet management software provider Motive raises $150M led by Kleiner Perkins; the company reportedly could go public by the end of 2025
Fleet tracking and driver safety startup Motive Technologies Inc. raised $150 million from a private funding round led by venture capital firm Kleiner Perkins …
Safe Security, formerly Lucideus, which quantifies cyber risk using ML, raised a $70M Series C led by Avataar Ventures, bringing its total funding to $170M+
Shashank Pathak / Entrackr :
Report: Douyin is merging its online shopping and instant delivery platforms, as ByteDance takes on Alibaba, JD.com, and Meituan in China's quick delivery race
Hannah Wang / South China Morning Post :
Sources: Shein's net income rose to over $400M, revenue rose to ~$10B in Q1, driving profit margins to ~5%, driven by consumer purchases ahead of US tariffs
Bloomberg :
Shopify: Revolutionizing Commerce with Winter Edition '26
Over 150+ new features transform how merchants build, design, and grow—with technology that amplifies creative vision.
Email fatigue is real: Here's how smart email tools help you regain control
Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
Protecting your Cloud Applications Data
Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.