Reading List

The most recent articles from a list of feeds I subscribe to.

Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY (Amazon)

Amazon:
Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.  - Net sales increased 17% to $181.5 billion in the first quarter …

Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to "significantly increase" in 2027 (Jennifer Elias/CNBC)

Jennifer Elias / CNBC:
Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027  —  Alphabet reported first-quarter earnings after the bell Wednesday, showing revenue that topped expectations boosted by its surging cloud business.

Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, and family DAP up 4% to 3.56B on average for March (Meta)

Meta:
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, and family DAP up 4% to 3.56B on average for March  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.  —  “We had a milestone quarter with strong momentum across …

Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models (Rachyl Jones/Semafor)

Rachyl Jones / Semafor:
Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models  —  THE SCOOP  —  Two Republican-led House committees are probing Airbnb and Anysphere, maker of AI coding platform Cursor …

Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown (Abner Li/9to5Google)

Abner Li / 9to5Google:
Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown  —  You can now ask the Gemini app to directly generate “downloadable and ready-to-share files.”  Google wants you to …