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10:55 AM ET, February 6, 2026

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 Top News: 
Todd Spangler / Variety:
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B  —  The company's shares fell in after-hours trading Thursday after Amazon said it expected $200 billion in capital spending for 2026 as it races to compete in the AI space.
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Todd Spangler / Variety:
Filing: Amazon's spending on content, including music, sports rights, and licensed and produced TV and film, rose 10% YoY to $22.4B  —  The figure was disclosed Friday in the ecommerce giant's 10-K annual filing with the SEC, a day after Amazon reported fourth quarter 2025 results.
Natalie Korach / @nataliekorach:
Sources: Washington Post Executive Editor Matt Murray spiked a story prepared by the newspaper's media desk covering the historic layoffs  —  Scoop: As Washington Post leadership laid off hundreds of staffers this week, exec editor Matt Murray blocked the paper's media desk from covering the cuts, spiking a pre-written story despite internal lobbying https://www.status.news/...
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Derek Thompson / @dkthomp:
Matt Murray saying that WaPo will no longer write for “one slice of the audience” demonizes the strategy of fiercely reporting on Trump that made it successful
Adam Jacobson / Radio & Television Business Report:
SiriusXM reported Q4 net income of $99M vs. $287M a year ago, rev. of $2.19B vs. $2.17B est., and “robust” guidance including an in-car audio focus; SIRI up 9%  —  Year-over-year sales were flat.  Subscriber rolls were down compared to the final three months of 2024.
Financial Times:
Sources: WaPo is losing about $100M per year but aiming to break even by the end of 2026, which could unlock fresh funding from Jeff Bezos  —  Billionaire hopes culling hundreds of journalists will stem heavy losses and refocus the struggling newspaper  —  As rumours of job cuts swirled …
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Leo Barraclough / Variety:
Germany is set to introduce an investment commitment obliging streaming services and TV broadcasters to spend 8% of their German revenue on local content  —  The German government is set to introduce an investment commitment on streaming platforms and TV broadcasters that would oblige …
Alexander Osipovich / Wall Street Journal:
Thomson Reuters' CEO says AI cannot easily replace the company's legal-research expertise, after its stock fell following the release of Claude legal work tools  —  Two of the companies battered by this week's artificial-intelligence selloff, Thomson Reuters and Intercontinental Exchange …
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Todd Spangler / Variety:
Kamala Harris rebrands and revives KamalaHQ as Headquarters, a “Gen-Z led progressive content hub”, in partnership with People For the American Way
Sergiu Gatlan / BleepingComputer:
Substack notifies users about a “limited” data breach in October 2025, found on February 3 and now patched; a threat actor leaked a database of ~697K records
 

 
From Techmeme:

Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction

Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health
 
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