Tech

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (www.wsj.com)
2026-2-4

Walmart Joins $1 Trillion Club (slashdot.org)
2026-2-4 Walmart

Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available “indefinitely” (www.theverge.com)
2026-2-4 Adobe

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting “ephemeral messaging tools” (www.bloomberg.com)
2026-2-4

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (www.cnbc.com)
2026-2-4

Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (siliconangle.com)
2026-2-4 AI

Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters (www.forbes.com)
2026-2-4 AI

Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising (www.bloomberg.com)
2026-2-4

Google Home Finally Adds Support For Buttons (tech.slashdot.org)
2026-2-4 Google

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC (www.theverge.com)
2026-2-4 Microsoft Xbox AMD

Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (www.bloomberg.com)
2026-2-4 Salesforce Slack

OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (www.bloomberg.com)
2026-2-4

Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (www.wsj.com)
2026-2-4 AI CRM

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (www.bloomberg.com)
2026-2-4 Google Chrome

EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (www.reuters.com)
2026-2-4

Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours (sherwood.news)
2026-2-4

Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (sherwood.news)
2026-2-4

Ultra-Processed Foods Should Be Treated More Like Cigarettes Than Food, Study Says (science.slashdot.org)
2026-2-4

Step Finance says compromised execs' devices led to $40M crypto theft (www.bleepingcomputer.com)
2026-2-4

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (www.bloomberg.com)
2026-2-4 4Q

Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (www.ft.com)
2026-2-4 Texas

Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (searchengineland.com)
2026-2-4 Microsoft AI

These $65 Costco Gold Star Memberships come with a $20 Digital Costco Shop Card (www.bleepingcomputer.com)
2026-2-4

Wave of Citrix NetScaler scans use thousands of residential proxies (www.bleepingcomputer.com)
2026-2-4

CISA flags critical SolarWinds RCE flaw as exploited in attacks (www.bleepingcomputer.com)
2026-2-4

Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (www.cnbc.com)
2026-2-4 Bitcoin

NASA Delays Artemis II To March (science.slashdot.org)
2026-2-4 NASA

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