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Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)
Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort (Ben Weiss/Fortune)
Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months (Lydia Beyoud/Bloomberg)
Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week (Henry Chandonnet/Business Insider)
Seattle-based Overland AI, which builds off-road robots and autonomous vehicles for the US military, raised $100M led by 8VC, taking its total funding to $142M (Jen Judson/Bloomberg)
LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work (Financial Times)
Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments (Sarah Nassauer/Wall Street Journal)
AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted (Hayden Field/The Verge)
Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M (Marina Temkin/TechCrunch)
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2% (Alex Kantrowitz/Big Technology)
Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes (Bloomberg)
Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (Meir Orbach/CTech)
Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP (Sarah Perez/TechCrunch)
Ares Interactive, which makes cross-platform, free-to-play games with plans for a new baseball game in 2026, raised a $70M Series A led by General Catalyst (Craig Chapple/PocketGamer.biz)
At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (Jeffrey Dastin/Reuters)
Skyryse, which plans to integrate its flight automation OS, SkyOS, in Black Hawk helicopters and other aircraft, raised a $300M+ Series C at a $1.15B valuation (Kirsten Korosec/TechCrunch)
Elon Musk's SpaceX-xAI merger further intermingles his companies, creates the world's most valuable private company, and provides a financial lifeline to xAI (New York Times)
Crunchyroll is raising its US prices by $2 per month; the cheapest tier gets its first price increase since 2019 and now offers offline downloads on one device (Isaac Rouse/Polygon.com)
Leaked email: as part of the xAI-SpaceX deal, xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out (Wall Street Journal)

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