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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)

Microsoft reports Q3 Xbox hardware revenue fell 33...

3 months ago 20 Add to circle

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)

Google has told employees in a memo that it "proud...

3 months ago 18 Add to circle

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)

Meta reports Reality Labs Q1 revenue of $402M, vs....

3 months ago 22 Add to circle

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)

Microsoft's Q3 Intelligent Cloud revenue was $34.6...

3 months ago 23 Add to circle

Meta raises its 2026 capital expenditures to between $125B and $145B, far exceeding analysts' estimates, after previously forecasting $115B to $135B (Riley Griffin/Bloomberg)

Meta raises its 2026 capital expenditures to betwe...

3 months ago 23 Add to circle

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)

Amazon reports Q1 ad revenue up 24% YoY to $17.24B...

3 months ago 24 Add to circle

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)

Alphabet reports YouTube's Q1 ad revenue rose 10.7...

3 months ago 23 Add to circle

Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123% (Microsoft)

Microsoft reports Q3 revenue up 18% YoY to $82.9B,...

3 months ago 12 Add to circle

Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY (Amazon)

Amazon reports Q1 revenue of $181.5B, up 17% YoY, ...

3 months ago 15 Add to circle

Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., Google Cloud revenue up 63% to $20B, vs. $18.05B est., net income up 81% to $62.58B (Jennifer Elias/CNBC)

Alphabet reports Q1 revenue up 22% YoY to $109.9B,...

3 months ago 22 Add to circle

Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, and family DAP up 4% to 3.56B on average for March; META drops 6%+ after hours (Meta)

Meta reports Q1 revenue up 33% YoY to $56.31B, net...

3 months ago 21 Add to circle

Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models (Rachyl Jones/Semafor)

Letters: House Homeland Security Committee and Hou...

3 months ago 25 Add to circle

Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown (Abner Li/9to5Google)

Google says the Gemini app can now generate files;...

3 months ago 23 Add to circle

Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines (Fortune)

Meta quietly rolled out USDC stablecoin payouts on...

3 months ago 23 Add to circle

Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment (Hugh Son/CNBC)

Sources: PayPal is separating Venmo into its own s...

3 months ago 25 Add to circle

SpaceX's draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% (The Information)

SpaceX's draft IPO filing: from 2023 to 2025, Star...

3 months ago 26 Add to circle

Pursuit, which uses AI to scan public data to help companies find and win government contracts, raised a $22M seed led by OpenGov co-founder Mike Rosengarten (Dominic-Madori Davis/TechCrunch)

Pursuit, which uses AI to scan public data to help...

3 months ago 28 Add to circle

OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025 (Charlotte Trueman/DatacenterDynamics)

OpenLight, which designs custom application-specif...

3 months ago 26 Add to circle