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European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (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 (Financial Times)

GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)

Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research)

Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic)

Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg)

Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired)

OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 (Dina Bass/Bloomberg)

Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers (Wired)

The US FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to speed up drug approval (Frank Konkel/Nextgov/FCW)

FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to shorten drug approval timelines (Frank Konkel/Nextgov/FCW)

SenseTime releases SenseNova-U1, an open-source image model that it says can "read" images without translating them to text, reducing computing power needs (Zeyi Yang/Wired)

Analysts: TikTok Shop generated $4.9B in US sales during Q1 2026, doubling its volume from the previous year; Q1 consumer spending on the platform rose 46% YoY (Jennifer Williams/Wall Street Journal)

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 (Krisztian Sandor/CoinDesk)

How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices (Shalini Ramachandran/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 (Wall Street Journal)

Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting (New York Times)

Massachusetts-based brain implant company Axoft raised a $55M Series A and says it tested its device in a Shanghai patient, with plans for more trials in China (Bloomberg)

Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (Dylan Butts/CNBC)

Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)

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 (Angel Au-Yeung/Wall Street Journal)

Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg)

Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia (Jonathan Vanian/CNBC)

Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., and Google Cloud revenue up 63% to $20B, vs. $18.05B est.; GOOG jumps 6%+ after hours (Alphabet)

Google says paid subscriptions reached 350M in Q1, up 25M QoQ, driven by YouTube and Google One, while Gemini Enterprise paid MAUs grew 40% QoQ (Sarah Perez/TechCrunch)

eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)

AWS revenue rose 28% YoY in Q1 to $37.6B, vs. $36.64B est., its fastest growth in 15 quarters, as capital expenditure rose to $44.2B, up from $25B in Q1 2025 (Quartz)

Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 12%+ after hours (Ian King/Bloomberg)

Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY (Emma Roth/The Verge)

Google has told employees in a memo that it "proudly" works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (Financial Times)

Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020 (Jonathan Vanian/CNBC)

Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats (Jordan Novet/CNBC)

Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ after hours (Riley Griffin/Bloomberg)

Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B (Annie Palmer/CNBC)

Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to $9.88B, vs. $9.99B est., and Google's ad revenue reached $77.25B, up from $66.89B in Q1 2025 (Todd Spangler/Variety)