Reading List

The most recent articles from a list of feeds I subscribe to.

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 $81.27B, vs. $80.27B est., 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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