Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot
Microsoft announced Copilot Cowork, built with the technology that powers Claude Cowork and bringing long-running …Jared Spataro:For organizations across industries, the first wave...
Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data
AUDIENCE — Try Microsoft 365 Copilot — Available on desktop and mobile devices — If you have used Copilot …
Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data
AUDIENCE — Try Microsoft 365 Copilot — Available on desktop and mobile devices — If you have used Copilot …
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more
“That's why I'm sending this message of urgency” — Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”.
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers
Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.
Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more
“That's why I'm sending this message of urgency” — Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”.
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers
Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.
Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., forecasts Q1 revenue below est., and announces a $500M buyback
Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours
SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month
Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.
SpaceX acquires xAI; sources say the combined company is expected to price shares at ~$527 each in a potential IPO and would have a valuation of $1.25T
Elon Musk plans to merge SpaceX with xAI, according to people familiar with the matter, in a deal that encompasses the billionaire's …
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Microsoft says its Q2 capital expenditures rose 66% YoY to $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 10%+
Matt Day /Bloomberg:
Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue tops $50B
Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …