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for: Wednesday, February 04, 2026



(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

techpowerup - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal first quarter ended December 28, 2025."We are pleased to deliver strong quarterly results, with record total company revenues," said Cristiano Amon, President and CEO of Qualcomm …

#iot #semiconductors #stockmarket #earnings #business #supplychain #qualcomm #memory #automotive

Qualcomm stock sinks 10% as company issues dire warning on memory shortage

29 days / cnbc

Qualcomm (QCOM) Stock: Expansion Into AI and Cars Offsets Smartphone Risks

29 days / parameter / Newton Kitonga

AI’s lust for memory drags down the smartphone industry, and Qualcomm with it

4 wks / theregister / Simon Sharwood

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

4 wks / cnbc

Shares of Qualcomm and Arm slide following latest earnings reports

4 wks / siliconangle / Mike Wheatley

Qualcomm Revenues Up 5 Percent to $12.25 Billion

4 wks / thurrott / Paul Thurrott

Qualcomm (QCOM) Stock: Falls as Profit Drop Outshines Automotive and IoT Growth

4 wks / parameter / Yasmin Werner

(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

4 wks / techpowerup

Qualcomm stock sinks as memory shortage drags on forecast

4 wks / cnbc

Qualcomm tumbles after releasing gloomy Q2 guidance thanks to memory chip supply crunch

4 wks / sherwood / Luke Kawa

Back to Top / Wednesday, February 4, 2026, 7:22 pm / permalink 18774 / 10 stories in 4 wks


Google adds $55bn to capex plans as it boosts AI spending

ft - Search giant reported second straight quarter of more than $100bn in revenue


Explosive AI Capex Surge

Part of the reason for Google’s huge capex plans: It has a $240 billion revenue backlog

29 days / sherwood / Jon Keegan

Alphabet to double infrastructure spending as it bets on AI

29 days / semafor / Tom Chivers

Google Leans Hard Into Its AI-Winner Status

29 days / wsj / Dan Gallagher

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

29 days / reddit / /u/nimicdoareu

CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

29 days / cnbc

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

4 wks / theregister / Tobias Mann

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

4 wks / cnbc

Alphabet resets the bar for AI infrastructure spending

4 wks / cnbc

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

4 wks / pymnts / PYMNTS

Google Plans to Double Spending Amid A.I. Race

4 wks / nytimes / Tripp Mickle

Alphabet to ramp up AI spending as Google Cloud and ad business revenues shine

4 wks / siliconangle / Mike Wheatley

Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI

4 wks / fastcompany / Reuters

Broadcom, Nvidia shares rise on surging Google capital expenditures for AI

4 wks / cnbc

Google blows nearly everything out of the water — including its AI budget

4 wks / qz / Shannon Carroll

Alphabet (GOOG) Stock: Shares Slide Despite Strong Q4 Beat and Cloud Growth

4 wks / parameter / Yasmin Werner

Broadcom soars on Google’s plans for up to $185 billion in capex this year

4 wks / sherwood / Luke Kawa

Google adds $55bn to capex plans as it boosts AI spending

4 wks / ft


Record Ad & Revenue Growth

Analysts like Google’s earnings report, even if investors didn’t

29 days / sherwood / Rani Molla

Google’s subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

29 days / techcrunch / Ivan Mehta

YouTube Posts Record $60 Billion Revenue in 2025, 34% More Than Netflix

29 days / mediaplaynews / Erik Gruenwedel

Google Search Hits $63B, Details AI Mode Ad Tests via @sejournal, @MattGSouthern

4 wks / searchenginejournal / Matt G. Southern

Google’s annual revenue tops $400 billion for the first time

4 wks / theverge / Emma Roth

Alphabet/Google Revenues Up 18 Percent to $113.8 Billion

4 wks / thurrott / Paul Thurrott

Google to Double Spending as Earnings Beat Wall Street Expectations

4 wks / wsj / Katherine Blunt

Google Ad Revenue Up 14% - Google's Biggest Revenue & Ad Revenue Yet

4 wks / seroundtable / barry@rustybrick.com (Barry Schwartz)

Alphabet beat earnings and revenue expectations

4 wks / sherwood / Rani Molla


All Other Stories

The company said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million users three months earlier.

29 days / bsky / @techcrunch.com / techcrunch.com

Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...

4 wks / bsky / @jennelias.bsky.social / jennelias.bsky.social

I think we’re gonna need some more TPUs. $AVGO sherwood.news/markets/broa...

4 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Back to Top / Wednesday, February 4, 2026, 4:20 pm / permalink 18769 / 29 stories in 4 wks


ElevenLabs raises $500M, says building towards IPO

John Reynolds / tech - Hyped AI-audio generator ElevenLabs has raised $500m in a Series D funding round, valuing it at $11bn, with its CEO saying it is building towards an IPO. The $11bn valuation marks more than a tripli...


IPO Momentum: Blueprint for ElevenLabs’ public debut and future.

Nvidia-backed AI voice startup ElevenLabs hits $11 billion valuation in fresh fundraise, as it eyes IPO

4 wks / cnbc

ElevenLabs raises $500M, says building towards IPO

4 wks / tech / John Reynolds


Mixed Industry update: Multiple players amid funding rounds.

[AINews] ElevenLabs $500m Series D at $11B, Cerebras $1B Series H at $23B, Vibe Coding -> Agentic Engineering

29 days / latent / Latent.Space


Tech dollar details: ElevenLabs funding highlights and valuation numbers.

ElevenLabs valued at $11bn after Series D megaround

29 days / uktech / Oscar Hornstein

ElevenLabs hit $11bn valuation with $500m series D funding round

29 days / siliconrepublic / Ann O’Dea

ElevenLabs Raises $500M At $11B Valuation To Expand Conversational AI

29 days / startuprise / Kailee Rainse

Voice AI startup ElevenLabs more than triples valuation in $500M round

4 wks / siliconangle / Maria Deutscher

ElevenLabs raises $500M at $11 billion valuation led by Sequoia

4 wks / dataconomy / Kerem Gülen

ElevenLabs Lands $500 Million to Expand AI Voice Platform

4 wks / pymnts / PYMNTS

Nvidia-Backed ElevenLabs Valuation Soars to $11 Billion After $500M Funding Round

4 wks / parameter / Trader Edge

ElevenLabs raises $500M from Sequioia at a $11 billion valuation

4 wks / techcrunch / Ivan Mehta

ElevenLabs raises $500m Series D led by Sequoia

4 wks / sifted

ElevenLabs triples valuation to $11B with $500m from Sequoia

4 wks / techfundingnews / Sofia Chesnokova

Voice AI Startup ElevenLabs Raises $500 Million

4 wks / wsj / Kate Clark

Back to Top / Wednesday, February 4, 2026, 10:20 am / permalink 18747 / 14 stories in 4 wks


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

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Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

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SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

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