TechMeme

Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg)

Source: the European Commission plans to designate...

1 week ago 10 Add to circle
Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M (Bill Peters/MarketWatch)

Robinhood reports Q2 revenue up 32% YoY to $1.31B,...

1 week ago 7 Add to circle
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% (Emma Roth/The Verge)

Microsoft reports Q4 Windows OEM and Devices reven...

1 week ago 7 Add to circle
Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates (Reuters)

Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $...

1 week ago 3 Add to circle
Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, vs. $423.4M est., and a $4.62B operating loss, vs. $5.07B estimated (Jonathan Vanian/CNBC)

Meta reports Reality Labs Q2 revenue up 16% YoY to...

1 week ago 5 Add to circle
Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B (Reuters)

Meta reports free cash flow of $784M in Q2, down 9...

1 week ago 7 Add to circle
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, vs. $9.67B est., forecasts Q4 profit below est., expects revenue from Apple products to decline more quickly (Reuters)

Qualcomm reports Q3 revenue down 4% YoY to $9.95B,...

1 week ago 5 Add to circle
Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff (Todd Spangler/Variety)

Meta reports $2.4B in charges related to legal pro...

1 week ago 8 Add to circle
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (Jordan Novet/CNBC)

Microsoft reports Q4 Azure and other cloud service...

1 week ago 6 Add to circle
Meta reports Q2 revenue up 28% YoY to $60.8B and family daily active people up 3% to 3.6B on average for June 2026; META drops 4%+ after hours (Meta)

Meta reports Q2 revenue up 28% YoY to $60.8B and f...

1 week ago 7 Add to circle
Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours (Microsoft)

Microsoft reports Q4 revenue up 18% YoY to $90B, n...

1 week ago 6 Add to circle
Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)

Waymo gradually resumes freeway routes, starting w...

1 week ago 4 Add to circle
Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)

Waymo gradually resumes freeway routes, starting w...

1 week ago 5 Add to circle
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control (Google)

Google launches its Lyria 3.5 music generation mod...

1 week ago 9 Add to circle
Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns (The Information)

Thinking Machines Lab co-founder Lilian Weng is re...

1 week ago 6 Add to circle
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027 (Ina Fried/Axios)

OpenAI launches ChatGPT for Academic Researchers, ...

1 week ago 6 Add to circle
Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them (Matthew Green/A Few Thoughts ...)

Anthropic's cryptanalysis results on HAWK and AES ...

1 week ago 7 Add to circle
Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (Financial Times)

Investors continue to dump chipmaker stocks on Wed...

1 week ago 8 Add to circle

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