Tech

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 (www.bloomberg.com)
2026-2-5

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 (fortune.com)
2026-2-5 AI

Microsoft Adds Sysmon To Windows (tech.slashdot.org)
2026-2-5 Microsoft

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 (techcrunch.com)
2026-2-5 Google

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities (www.cnbc.com)
2026-2-5 Amazon

Hackers compromise NGINX servers to redirect user traffic (www.bleepingcomputer.com)
2026-2-5

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 (www.reuters.com)
2026-2-5 Amazon AI

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (www.theblock.co)
2026-2-5

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 (www.bloomberg.com)
2026-2-5

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 (www.reuters.com)
2026-2-5

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

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 (www.reuters.com)
2026-2-5

Critical n8n flaws disclosed along with public exploits (www.bleepingcomputer.com)
2026-2-5

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 (www.ft.com)
2026-2-5 4Q Alphabet

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B (www.reuters.com)
2026-2-5 Alphabet

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 (variety.com)
2026-2-5 YouTube 4Q Alphabet

Russian Spy Satellites Have Intercepted EU Communications Satellites (science.slashdot.org)
2026-2-5 Russia

Alphabet Announces Fourth Quarter and Fiscal Year 2025 Results (s206.q4cdn.com)
2026-2-5 Alphabet

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 (www.theinformation.com)
2026-2-5

Sam Altman says the Anthropic Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is committed to free access (x.com)
2026-2-5

US stocks drop on fears AI will hit software and analytics groups (www.ft.com)
2026-2-5 AI

Lunar Energy, which develops software that syncs home batteries into “virtual power plants” and began deploying its own batteries last year, raised $232M (www.bloomberg.com)
2026-2-5 Energy

Tech prices are high, but this refurbished iPad is still under $400 (www.bleepingcomputer.com)
2026-2-5 iPad

As Software Stocks Slump, Investors Debate AI's Existential Threat (slashdot.org)
2026-2-5 AI

'Everyone is Stealing TV' (entertainment.slashdot.org)
2026-2-5

Google teases the Pixel 10a in a new video, revealing a completely flat rear camera, and says pre-orders begin on February 18 (9to5google.com)
2026-2-5 Google

CISA: VMware ESXi flaw now exploited in ransomware attacks (www.bleepingcomputer.com)
2026-2-5 VMware

GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (www.theverge.com)
2026-2-5 Mobile AI GitHub

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (www.cnbc.com)
2026-2-5 Google Microsoft

Roblox launches a 4D creation feature in open beta, allowing creators to generate interactive objects with individual moving parts rather than static 3D models (techcrunch.com)
2026-2-5

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