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Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours (Matt Day/Bloomberg)

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Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass (Tom Warren/The Verge)

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IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (Brody Ford/Bloomberg)

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Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (Jonathan Vanian/CNBC)

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Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs (Bloomberg)

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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 up 26% to $51.5B (Microsoft)

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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 up 9%+ after hours (Meta)

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Crypto PAC Fairshake expanded its war chest to $193M by the end of last year, up from $141M in July; Ripple gave $25M, and a16z gave $24M in H2 2025 (Emily Wilkins/CNBC)

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DHS reveals that NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people in the field, to CBP (Wired)

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Fidelity Investments announces its own stablecoin, the Fidelity Digital Dollar, or FIDD, available to institutional and retail clients in the coming weeks (Jeff John Roberts/Fortune)

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A co-creator of the dark web marketplace Empire Market pleads guilty to US drug conspiracy charges for facilitating $430M in illegal transactions in 2018-2020 (Sergiu Gatlan/BleepingComputer)

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Decagon, which offers AI-powered customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June (Shirin Ghaffary/Bloomberg)

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Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more (Kyle Kucharski/ZDNET)

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Following UK CMA's proposals, Google says it is exploring controls to let websites opt out of AI Overviews and AI Mode (Barry Schwartz/Search Engine Roundtable)

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The UK CMA proposes measures to let publishers opt out of content scraping for Google's AI Overviews and AI training without losing visibility in search results (Robert Booth/The Guardian)

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Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US (Marie Woolf/Globe and Mail)

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Google DeepMind researchers unveil AlphaGenome, an AI model trained on molecular data to predict 11 different genomic processes, such as gene splicing (Carl Zimmer/New York Times)

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Slice, which uses AI agents to encode tax policies and legal rules across 60+ countries, raised a $25M Series A led by Insight, taking its total funding to $32M (Mary Ann Azevedo/This Week in Fintech)

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Adaptive6, which treats cloud cost inefficiencies as security vulnerabilities to help companies cut bills, raised a $28M Series A, for $44M in total funding (Mike Wheatley/SiliconANGLE)

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Outtake, which uses autonomous AI agents to help companies detect and remove cyberthreats, raised $40M led by Iconiq, after a $16.5M Series A in April 2025 (Samantha Subin/CNBC)

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ESA astronomers say they used AI model AnomalyMatch to scan 100M image cutouts from the Hubble Legacy Archive in 2.5 days, finding ~1,400 "anomalous objects" (Robert Hart/The Verge)

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Tel Aviv-based Factify raised a $73M seed led by Valley Capital to develop an AI-native document standard intended to replace the legacy PDF format (Gil Press/Forbes)

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LinkedIn launches a new feature to let users display verified "vibe coding" and AI proficiency levels from third-party partners including Replit and Lovable (Karissa Bell/Engadget)

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Battery recycling and cathode production startup Redwood expands its Series E to $425M, sources say at a $6B valuation, adds Google as a new strategic investor (Kirsten Korosec/TechCrunch)

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Spotify paid out $11B+ to the music industry in 2025, up 10% YoY, bringing its all-time payments to $70B, and now accounts for ~30% of recorded music revenue (Ethan Millman/The Hollywood Reporter)

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Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding (Jess Weatherbed/The Verge)

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Apple Creator Studio review: the subscription suite offers value, but lacks a photo management tool to rival Lightroom and lacks iOS support for flagship apps (Chris Welch/Bloomberg)

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Bluesky says it is working to make feeds more "live", interactive, and timely during live events, and teases improvements to posting and follow suggestions (Jess Weatherbed/The Verge)

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AI sales startup Clay launches its second employee tender offer in under nine months, valuing it at $5B, up from $3.1B in August and $1.5B in its May 2025 offer (Michael J. de la Merced/New York Times)

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ADL study of Grok, ChatGPT, Llama, Claude, Gemini, and DeepSeek: Grok performed worst at identifying and countering antisemitic content, while Claude was best (Mia Sato/The Verge)

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Some US college students say they are using AI "humanizer" tools to alter text to avoid cheating accusations; AI detection tools now aim to catch "humanizers" (Tyler Kingkade/NBC News)

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Singapore-based Digital Edge plans to invest $4.5B to build a 500 MW hyperscale data center facility in Indonesia, with the first phase set to open in Q4 2026 (Manuel Baigorri/Bloomberg)

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PayPal survey in October 2025: 40% of merchants already accept crypto, led by large enterprises, 85% expect crypto payments to be commonplace by 2030, and more (Daniel Kuhn/The Block)

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Amazon plans to discontinue its Amazon One palm recognition system on June 3 and will automatically delete all user data; One remains for healthcare check-ins (Taylor Soper/GeekWire)

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Toronto-based self-driving truck startup Waabi raised a $750M Series C led by Khosla and G2 and partners with Uber, which can invest $250M based on performance (Natalie Lung/Bloomberg)

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A Google bug report apparently leaks the planned Android desktop interface, showing a taller status bar, a new mouse cursor, Chrome extensions, and more (Abner Li/9to5Google)

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Osaka-based Capcom reports game sales up 13.5% to a record 34.64M from March to December 2025; the Street Fighter and Resident Evil maker's stock jumps 10%+ (Takashi Mochizuki/Bloomberg)

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ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market (Sarah Jacob/Bloomberg)

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Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025 (Beth Galetti/About Amazon)

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A critique of a large UK social media study that suggested measures like social media bans are unlikely to have an effect on teens' long term mental health (Casey Newton/Platformer)

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Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55% (Dylan Loh/Nikkei Asia)

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Samsung says it will introduce a display feature for the Galaxy S26 series that improves "privacy at a pixel level" to protect users from "shoulder surfing" (Abhijeet Mishra/SamMobile)

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SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (Dylan Butts/CNBC)

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A look at AI-powered tools and apps like Aira Explorer that are helping blind people access visual feedback about their bodies, sometimes for the first time (Milagros Costabel/BBC)

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Several Indian tech workers say they are buckling under deadline pressure and worry about layoffs, with many fearing conditions will worsen with the rise of AI (Parth Mn/Rest of World)

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Q&A with James Wu on leaving his role as DJI's chief scientist to found FJDynamics to build robots for labor intensive sectors like agriculture and construction (Zijing Wu/Financial Times)

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A look at "neolabs" such as Safe Superintelligence and Humans&, which give priority to long-term AI R&D over immediate profits; dozens have become unicorns (Kate Clark/Wall Street Journal)

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ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (Arjun Kharpal/CNBC)

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Sources: Google sends "cease and desist" letters to Kantar, halting Kantar and Barb's UK TV measurement tools comparing YouTube with linear TV and streamers (Daniel Thomas/Financial Times)

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ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est. (Reuters)

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