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Techmeme - 2026-02-04T21:11:34-05:00

Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg) - 2026-02-04T20:50:01-05:00

Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune) - 2026-02-04T20:00:14-05:00

Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch) - 2026-02-04T19:35:00-05:00

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a "shadow" role often leading to greater responsibilities (Annie Palmer/CNBC) - 2026-02-04T19:15:01-05:00

Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters) - 2026-02-04T18:40:40-05:00

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block) - 2026-02-04T18:10:38-05:00

Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg) - 2026-02-04T17:20:01-05:00

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters) - 2026-02-04T16:50:01-05:00

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters) - 2026-02-04T16:45:01-05:00

Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC) - 2026-02-04T16:40:27-05:00

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times) - 2026-02-04T16:35:01-05:00

Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters) - 2026-02-04T16:20:02-05:00

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety) - 2026-02-04T16:15:00-05:00

Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet) - 2026-02-04T16:04:10-05:00

Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information) - 2026-02-04T15:55:33-05:00