Reddit (RDDT) Stock: Earnings Spark a 20% After-Hours Jump After 70% Revenue Surge and 75% Ad Revenue Growth

Yasmin Werner / parameter - TLDR Reddit spikes after hours as earnings reveal record revenue momentum Advertising growth fuels strongest quarterly expansion in company history Profit surge highlights major improvement in operating efficiency Full-year results confirm scaling strengt…

29 days / cnbc

Reddit gains after Q4 revenue and earnings exceed expectations, Q1 sales guidance tops estimates

29 days / sherwood / Rani Molla

Roblox (RBLX) Stock: Explodes 20% After Earnings as Bookings Hit $2.2B and DAUs Cross 100M

Yasmin Werner / parameter - TLDR Roblox jumps 20% after earnings crush expectations across the board Bookings surge 63% as Roblox user growth breaks past 100 million AI expansion and creator payouts fuel Roblox platform boom Asia-Pacific drives explosive Roblox growth and engagement…

#gaming #entertainment #stockmarket #earnings #business #apps #videogames

The top 1,000 Roblox creators earned an average of $1.3 million last year

28 days / sherwood / Max Knoblauch

Roblox (RBLX) Stock Explodes 22% as Platform Crushes Q4 Earnings

28 days / parameter / Trader Edge

Roblox Posts Breakout Q4 After Chasing Older Core Gaming Market

29 days / pymnts / PYMNTS

Roblox (RBLX) Stock: Explodes 20% After Earnings as Bookings Hit $2.2B and DAUs Cross 100M

29 days / parameter / Yasmin Werner

Roblox is working to pull in adult players

29 days / theverge / Stevie Bonifield

Roblox shares rocket on earnings beat, strong forecast

29 days / cnbc

Roblox surges as it guides for stronger-than-expected full-year bookings, touts AI vision

29 days / sherwood / Max Knoblauch

Bitcoin Giant Strategy Records $12.4 Billion Q4 Loss as MSTR Shares Hit 18-Month Low

André Beganski / decrypt - Michael Saylor called his firm a “digital fortress," but leading Bitcoin treasury Strategy has taken some serious hits in recent months.

#fintech #crypto #stockmarket #earnings #business #bitcoin #treasury #crypto

Crypto volatility & market sentiment (11)
Other developments (1)
Stablecoins, meme coins & cross-chain moves (4)
Strategy performance woes (11)

Amazon Revenues Up 14 Percent to $213.4 Billion

Paul Thurrott / thurrott - Amazon reported that it earned a net income of $21.2 billion on revenues of $213.4 billion in the quarter ending December 31, 2025.The post Amazon Revenues Up 14 Percent to $213.4 Billion appeared first on Thurrott.com.

#ai #cloud #amazon #genai #stockmarket #earnings #business #datacenter #economy

AI Capex Race (14)
Cloud & Revenue Performance (6)
Investor & Market Reactions (2)
Other Developments (2)
All Other Stories

AI Capex Race

The AI supply chain is soaring thanks to Amazon’s capex budget

28 days / sherwood / Luke Kawa

AWS prepares to invest $200 billion in AI infrastructure by 2026

28 days / techzine / Mels Dees

CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations

28 days / cnbc

Why Amazon’s CEO is ‘confident’ with $200 billion spending plan

29 days / cnbc

Amazon can't build AI capacity fast enough, throws another $200B at the problem

29 days / theregister / O'Ryan Johnson

CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

29 days / cnbc

Amazon’s stock falls after it ups its fiscal 2026 spending forecast to $200B

29 days / siliconangle / Mike Wheatley

Amazon to Spend $200 Billion on AI Infrastructure; AMZN Stock Drops

29 days / reddit / /u/Possible-Shoulder940

Amazon and Google are winning the AI capex race — but what’s the prize?

29 days / techcrunch / Russell Brandom

Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year

29 days / nytimes / Karen Weise

Amazon’s holiday quarter was big. Its AI budget is bigger

29 days / qz / Shannon Carroll

Amazon (AMZN) Stock: Plunge 4% Despite Blowout AWS Growth and $200B AI Investment Plan in Q4

29 days / parameter / Yasmin Werner

Amazon Shares Sink as Company Boosts AI Spending by Nearly 60%

29 days / wsj / Sean McLain

Amazon stock slumps as it prepares $200bn AI spending blitz

29 days / ft

Cloud & Revenue Performance

AWS reports 35.6 billion dollars in fourth quarter revenue

28 days / dataconomy / Kerem Gülen

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending

29 days / pymnts / PYMNTS

AWS revenue continues to soar as cloud demand remains high

29 days / techcrunch / Rebecca Szkutak

Amazon Posts 14% Increase in Quarterly Subscription Services Revenue to $13.1 Billion

29 days / mediaplaynews / Erik Gruenwedel

Amazon Revenues Up 14 Percent to $213.4 Billion

29 days / thurrott / Paul Thurrott

Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending

29 days / cnbc

Investor & Market Reactions

Amazon learns a tough lesson in a market bailing on tech. Why we must be patient

29 days / cnbc

Amazon slides as it misses on Q4 earnings, gives downbeat profit guidance

29 days / sherwood / Jon Keegan

Other Developments

Amazon Leverages New Tax Laws to Fuel AI Buildout

28 days / pymnts / PYMNTS

Chris Hemsworth and Elsa Pataky star in Alexa+ Super Bowl LX commercial

29 days / mumbrella / Matthew Leong

All Other Stories

Just after I published the column below, the NYT published this: "Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year." The $50 billion earmarked for OpenAI seems so quaint. www.nytimes.com/2026/02/05/t...

29 days / bsky / @markhurst.bsky.social / markhurst.bsky.social

Tether Backs Federal Crypto Bank with $100 Million Investment

Trader Edge / parameter - TLDR Tether invested $100 million in Anchorage Digital Bank, valuing the crypto bank at $4.2 billion The investment builds on an existing partnership where Anchorage issues Tether’s USAT stablecoin for the U.S. market Anchorage Digital holds a federal ban…

#startups #vc #fintech #crypto #banking #business #us #tether #wallet #crypto

Anchorage Digital Lands $100M From Tether, Eyes US IPO

28 days / ventureburn / Ekemini

Tether Backs Federal Crypto Bank with $100 Million Investment

29 days / parameter / Trader Edge

Tether deepens ties with Anchorage Digital through $100M equity investment at $4.2B valuation

29 days / theblock / James Hunt

Tether invests $100 million in U.S.-regulated crypto bank Anchorage

29 days / coindesk / Krisztian Sandor

Anthropic Announces Claude Opus 4.6 as Next Step in Enterprise AI Development

PYMNTS / pymnts - Anthropic announced Thursday (Feb. 5) Claude Opus 4.6, a new version of its flagship artificial intelligence model that it described as a direct upgrade to Claude Opus 4.5, designed for enterprise and knowledge work. The model is built around three outcom…

#ai #ml #enterprise #anthropic #genai #business #creativity #productivity #api #developertools

Coding & Technical Innovations (19)
Competition & Rivalry (8)
Enterprise Impact & Finance (11)
Other (3)
All Other Stories

Coding & Technical Innovations

Anthropic improves AI coding with Claude Opus 4.6

28 days / techzine / Berry Zwets

Anthropic rolls out Claude Opus 4.6 for long-context workloads

28 days / techmonitor / Swagath Bandhakavi

Opus 4.6 allows multiple AI agents to work in parallel

28 days / dataconomy / Aytun Çelebi

Claude Opus 4.6: Better Coding, Worse Writing?

29 days / winbuzzer / Markus Kasanmascheff

Anthropic readies upgraded voice mode for Claude desktop

29 days / testingcatalog / Alexey Shabanov

Anthropic’s new Claude Opus 4.6 aims to think through bigger codebases

29 days / fastcompany / Mark Sullivan

Anthropic’s Claude Opus 4.6 Debuts with 1M Token Context Window

29 days / winbuzzer / Markus Kasanmascheff

Anthropic Unleashes Opus 4.6 With Major Skill Upgrades

29 days / parameter / Yasmin Werner

Claude Opus 4.6 brings one million token context window to Anthropic's flagship model

29 days / the-decoder / Matthias Bastian

We tasked Opus 4.6 using agent teams to build a C Compiler

29 days / ycombinator

Anthropic Rolls Out Claude Opus 4.6

29 days / iphoneincanada / Usman Qureshi

Anthropic Opus 4.6 Tops GPT-5.2 on Knowledge Work Benchmarks by Wide Margin

29 days / implicator / Marcus Schuler

Anthropic Releases Claude Opus 4.6

29 days / thurrott / Paul Thurrott

Anthropic's Claude Opus 4.6 uncovers 500 zero-day flaws in open-source code

29 days / ycombinator

Anthropic Announces Claude Opus 4.6 as Next Step in Enterprise AI Development

29 days / pymnts / PYMNTS

Anthropic rolls out Claude Opus 4.6 with 1 million-token context support

29 days / siliconangle / Kyt Dotson

Anthropic debuts new model with hopes to corner the market beyond coding

29 days / theverge / Hayden Field

Anthropic launches Claude Opus 4.6 as AI moves toward a 'vibe working' era

29 days / cnbc

Anthropic releases Opus 4.6 with new ‘agent teams’

29 days / techcrunch / Lucas Ropek

Competition & Rivalry

OpenAI, Anthropic fight on the frontier

28 days / therundown / Zach Mink

[AINews] OpenAI and Anthropic go to war: Claude Opus 4.6 vs GPT 5.3 Codex

29 days / latent / Latent.Space

The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals

29 days / wsj / Bradley Olson

OpenAI and Anthropic Roll Out Rival AI Models as Competition for Enterprise Heats Up

29 days / decrypt / Jose Antonio Lanz

Claude and Codex Go to War

29 days / theresanaiforthat / There's An AI For That

Anthropic unveils new AI model as OpenAI rivalry heats up

29 days / techxplore

Opus 4.6 and Codex 5.3

29 days / simonwillison / Simon Willison

Sam Altman got exceptionally testy over Claude Super Bowl ads

29 days / reddit / /u/Logical_Welder3467

Enterprise Impact & Finance

Anthropic launches Claude Opus 4.6 with tools for finance

28 days / testingcatalog / Erin

Anthropic release puts AI legal startups on defensive

29 days / sifted

Anthropic Sparks SaaSpocalypse, Deeptechs Get A Booster Shot & More

29 days / inc42 / Team Inc42

Why one Anthropic update wiped billions off software stocks

29 days / fastcompany / Taylor Hatmaker

Wall Street Starts to Turn on AI

29 days / spyglass / M.G. Siegler

Software stock rout deepens as new Claude tool targets financial work

29 days / semafor / J.D. Capelouto

Anthropic Launches New Model That Spots Zero Days, Makes Wall Street Traders Lose Their Minds

29 days / gizmodo / AJ Dellinger

Anthropic’s Claude Opus 4.6 gains financial research, improved coding features

29 days / sherwood / Jon Keegan

Anthropic Launches Claude Opus 4.6 as Its AI Tools Rattle Software Markets

29 days / slashdot / msmash

Anthropic launches new Claude model as AI fears rattle markets

29 days / ft

Advancing finance with Claude Opus 4.6

29 days / ycombinator

Other

Claude Opus 4.6 extra usage promo

29 days / ycombinator

Anthropic's Powerful Claude Opus AI Model Is Getting an Upgrade

29 days / cnet / Jon Reed

Claude Opus 4.6

29 days / ycombinator

All Other Stories

"Vibe working" www.cnbc.com/2026/02/05/a...

29 days / bsky / @stevekovach.bsky.social / stevekovach.bsky.social

New Claude just dropped. www.ft.com/content/a0cd...

29 days / bsky / @jomichell.bsky.social / jomichell.bsky.social

Guerrilla reveals Horizon Hunters Gathering, a co-op action spin-off for PS5 and PC

Kris Holt / engadget - Horizon is one of PlayStation's biggest franchises at this point. Alongside Horizon Zero Dawn and Horizon Forbidden West, there are a bunch of spin-off games. Joining them is Horizon Hunters Gathering, a co-op action game that original Horizon developer G…

#gaming #entertainment #playstation #business #community #media #videogames

Horizon Hunters Gathering brings three-player co-op hunting to your PS5 and PC

28 days / digitaltrends

Horizon Hunters Gathering: New 3-Player Co-Op Game in Horizon Universe Coming to PC and PS5

29 days / techpowerup

This Horizon spinoff looks… surprisingly good? www.theverge.com/games/874434...

29 days / bsky / @jaypeters.net / jaypeters.net

PlayStation’s live service push continues with a co-op Horizon spinoff

29 days / theverge / Jay Peters

Guerrilla reveals Horizon Hunters Gathering, a co-op action spin-off for PS5 and PC

29 days / engadget / Kris Holt

PlayStation reveals long-rumoured Horizon Hunters Gathering multiplayer game

29 days / mobilesyrup / Bradly Shankar

Horizon Hunters Gathering Is Guerrilla’s Own Cartoonish Co-Op Action Game, Coming to PS5 & PC

29 days / wccftech / Alessio Palumbo

Dutch FinTech startup Duna raises €30 million to expand compliant AI for business identity and onboarding

David Cendon Garcia / eu-startups - Amsterdam-based Duna, an identity FinTech founded by two Stripe alumni, today announced a €30 Million Series A funding round to build global trust infrastructure by providing a digital passport for every business. The round was led by CapitalG, Alphabet’s…

#ai #startups #vc #fintech #enterprise #business #europe #digitalid #api

Duna Raises €30M Series A To Expand AI Business Identity And Onboarding Platform

29 days / startuprise / Kailee Rainse

Duna Raises €30M in Series A Funding

29 days / finsmes / FinSMEs

Dutch FinTech startup Duna raises €30 million to expand compliant AI for business identity and onboarding

29 days / eu-startups / David Cendon Garcia

European fintech start-up Duna raises another $30m

29 days / siliconrepublic / Tim Barnwell

Substack confirms data breach affects users’ email addresses and phone numbers

Ivan Mehta / techcrunch - Substack said that customer data was accessed in October 2025, but wasn't discovered until early February.

#cybersecurity #saas #dataprivacy #infosec #business #internet #cybercrime #media #technology #digitalprivacy

Substack reveals details of historic security breach that exposed user data

28 days / betanews / Sofia Elizabella Wyciślik-Wilson

Substack Suffers Data Breach, Users’ Emails And Phone Numbers Compromised

28 days / medianama / Chaitanya Kohli

Substack Confirms Breach Exposed 700K User Emails and Phone Numbers

29 days / winbuzzer / Markus Kasanmascheff

Substack says intruder lifted emails, phone numbers in months-old breach

29 days / theregister / Carly Page

Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.

29 days / bsky / @bleepingcomputer.com / bleepingcomputer.com

Substack CEO informs users of a data breach

29 days / engadget / Matt Tate

Substack confirms data breach affects users’ email addresses and phone numbers

29 days / techcrunch / Ivan Mehta

Newsletter platform Substack notifies users of data breach

29 days / bleepingcomputer / Sergiu Gatlan

Substack data breach exposed users’ emails and phone numbers

29 days / theverge / Jess Weatherbed

Spotify ventures into physical book sales, adds new audiobook features

Lauren Forristal / techcrunch - Spotify users in the U.S. and the UK will soon be able to buy physical books in the app. There's also a new tool that syncs physical books to audiobooks.

#innovation #ecommerce #digitaltransformation #streaming #business #apps #ux #payments #media #spotify

On-scene with Spotify's innovative Page Match technology (6)
Reporting on Spotify’s leap into physical book sales (7)
All Other Stories

On-scene with Spotify's innovative Page Match technology

Spotify Page Match Feature video

29 days / cnet / Ty Pendlebury

Spotify’s new Page Match feature can now sync your audiobooks with physical books

29 days / digitaltrends

How to use Spotifys Page Match feature while reading

29 days / mashable

Spotify's Page Match Lets You Swap Between a Book and the Audiobook

29 days / cnet / Ty Pendlebury

Spotify’s Page Match syncs your audiobooks and your physical ones

29 days / theverge / Terrence O’Brien

Spotify's Page Match seamlessly swaps between real books and audiobooks

29 days / engadget / Cherlynn Low

Reporting on Spotify’s leap into physical book sales

Move over Amazon, physical book sales are coming to Spotify

29 days / pocket-lint / Kelsey Fogarty

Spotify to Start Selling Physical Books With With Bookshop.org Partnership

29 days / thurrott / Laurent Giret

Spotify will soon let you buy paper books inside the app

29 days / digitaltrends

Spotify Plans To Sell Physical Books

29 days / slashdot / msmash

Spotify moves beyond audiobooks to offer physical books

29 days / mashable

Spotify ventures into physical book sales, adds new audiobook features

29 days / techcrunch / Lauren Forristal

Spotify is partnering with Bookshop.org to sell physical books

29 days / theverge / Terrence O’Brien

All Other Stories

on the one hand, at least they allow you to buy physical books through @bookshop.org , but if you get your audiobooks through @libro.fm (and you should), you support the local bookstore of your choosing w every purchase

29 days / bsky / @nikostratis.com / nikostratis.com

Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Against ChatGPT

Markus Kasanmascheff / winbuzzer - Anthropic has unveiled its first Super Bowl campaign positioning Claude as the ad-free alternative to ChatGPT, challenging OpenAI's advertising strategy with provocative messaging.The post Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Again…

#ai #anthropic #genai #business #chatgpt #media #assistant #superbowl #ads #advertising

Anthropic's ad‐free Super Bowl spectacle targets ad‐ridden competition (8)
Market impact evident: SaaS panic meets Indian IT sell‐off (1)
OpenAI rivalry intensifies as Altman counters Anthropic ads (9)
All Other Stories

Anthropic's ad‐free Super Bowl spectacle targets ad‐ridden competition

Anthropic apes OpenAI with cheeky chatbot commercials

29 days / theregister / Dan Robinson

Claude AI Stays Ad-Free as ChatGPT Prepares to Launch Advertising

29 days / parameter / Trader Edge

Anthropic is betting on ad-free Claude to win you over from ChatGPT

29 days / digitaltrends

Anthropic Spent Millions on Ads to Tell You It Hates Ads

29 days / implicator / Marcus Schuler

Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Against ChatGPT

29 days / winbuzzer / Markus Kasanmascheff

Anthropic Says No To Ads in Claude, Takes a Dig at ChatGPT Ads in Super Bowl Commercials

29 days / medianama / Azdhan

Anthropic Refuses Ads in Claude, Betting on Subscriptions Instead

29 days / eweek / Liz Ticong

Anthropic commits to keeping Claude ad free unlike rival ChatGPT

29 days / dataconomy / Aytun Çelebi

Market impact evident: SaaS panic meets Indian IT sell‐off

Anthropic, SaaS Panic And The Indian IT Sell-Off: What Really Happened

29 days / inc42 / Shraddha Goled

OpenAI rivalry intensifies as Altman counters Anthropic ads

Drama Alert: Anthropic Just Dropped a Super Bowl Attack Ad on OpenAI

29 days / eweek / Grant Harvey

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

29 days / techxplore

OpenAI is hoppin' mad about Anthropic's new Super Bowl TV ads

29 days / arstechnica / Benj Edwards

OpenAI’s Altman calls Anthropic an “authoritarian company” and says its Super Bowl ad is “deceptive”

29 days / sherwood / Jon Keegan

Super Bowl AI ad spat heats up as Altman lashes out at Anthropic campaign

29 days / cnbc

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

29 days / go

ChatGPT boss ridiculed for online 'tantrum' over rival's Super Bowl ad

29 days / bbc

Altman accuses Anthropic of restricting access to Claude Code

29 days / dataconomy / Aytun Çelebi

Altman claims ChatGPT has more users in Texas alone than Claude has across the entire US

29 days / the-decoder / Matthias Bastian

All Other Stories

Image post - please click to view at origin

29 days / bsky / @arstechnica.com / arstechnica.com

I would much rather have RAM than whatever insult to having beef/drama/rivalry these cloud computing cartel guys are playing pretend at www.cnbc.com/2026/02/05/s...

29 days / bsky / @subzerofrog.bsky.social / subzerofrog.bsky.social

Gardia Raises €8.5M To Expand Mobile Emergency System For Seniors

Kailee Rainse / startuprise - Healthtech startup Gardia has raised €8.5 million in a Series A round to expand its mobile fall-detection emergency system for seniors. The round was led by European VC firm Peak, with participation from amberra (the corporate venture studio of Germany’s …

#ai #startups #ml #digitalhealth #mobile #health #business #emergencyservices #safety

Gardia Raises €8.5M To Expand Mobile Emergency System For Seniors

29 days / startuprise / Kailee Rainse

German healthtech Gardia zips €8.5M to equip seniors with AI fall-detection wristbands

29 days / techfundingnews / Abhinaya Prabhu

Gardia secures €8.5M to scale its mobile emergency system for seniors

29 days / tech / Tamara Djurickovic

Sweden Startup Fintower Raises €1.5M In Oversubscribed Seed Round

Kailee Rainse / startuprise - Gothenburg-based Fintower has successfully closed an oversubscribed €1.5 million seed round, drawing support from both new and existing investors. Participants include Chalmers Ventures, Akka, the Stena family via William Olsson, several entrepreneurs and…

#ai #startups #vc #fintech #ml #saas #enterprise #business #finance #europe

Sweden Startup Fintower Raises €1.5M In Oversubscribed Seed Round

29 days / startuprise / Kailee Rainse

Fintower completes €1.5M oversubscribed seed round

29 days / tech / Tamara Djurickovic

Chalmers Ventures backs Fintower’s €1.5M round for spreadsheet-free finance AI

29 days / techfundingnews / Abhinaya Prabhu

Funding Europe’s “second renaissance”: Barcelona’s Kembara hits €750 million first close for €1 billion DeepTech fund

Rahul Raj / eu-startups - Barcelona-based Kembara, which claims to be Europe’s largest dedicated DeepTech growth fund, today announced a €750M first close toward its €1 billion target. The fund is now actively investing in “breakthrough” DeepTech science and engineering companies.…