Photo by Steve Johnson on Unsplash
AI-Driven Spending Plans
Amazon (AMZN) was under pressure on Friday after the company’s aggressive spending outlook caught investors off guard, which only added to the growing concerns that the AI boom may be edging into bubble territory.
The e‑commerce giant on Thursday joined the rest of Big Tech in outlining plans for a major ramp‑up in capital expenditures. Amazon reported Q4 EPS with charges of $1.95, versus consensus of $1.96, and Q4 AWS net sales of $35.58 billion vs. $28.79 billion last year.
The company also said it sees Q1 revenue of $173.5-$178.5 billion, versus consensus of $175.24 billion, and that it expects to invest $200 billion in capital expenditures in 2026, with most of its FY26 investments to be in AI.
Vibes App
Meta (META) has been testing a standalone Vibes app, the company confirmed to TechCrunch, Aisha Malik reported. “Following the strong early traction of Vibes within Meta AI, we are testing a standalone app to build on that momentum,” Meta said in an emailed statement.
The company continued, “We’ve seen that users are increasingly leaning into the format to create, discover, and share AI-generated video with friends. This standalone app provides a dedicated home for that experience, offering people a more focused and immersive environment. We will look to expand the app further based on what we learn from the community.”
New Level of Risk
The groundwork for the merger of Tesla (TSLA) CEO Elon Musk’s SpaceX and xAI has been underway, as the two companies signed a merger agreement to create a $1.25 trillion company on Jan. 31, Alexander Saeedy, Corrie Driebusch, Becky Peterson, and Micah Maidenberg of The Wall Street Journal reported.
The merger represents a level of risk-taking for Musk, with him betting on his plan for the convergence of AI and space, as well as a wage on unproven technology deployed on a vast scale.
Winter Olympics
Snowboarder Maddie Mastro and other athletes have been using a new AI tool powered by Google (GOOGL) DeepMind’s computer vision models to prepare for the 2026 Winter Olympics, The Wall Street Journal’s Isabelle Bousquette reported. The AI analyzes video footage of athletes and then maps data like speed, angles, rotations and total airtime onto it.
AI Health Coach
Apple (AAPL) has been winding down plans for a virtual health coach as part of efforts to rethink how the tech giant approaches the market for wellness services, Bloomberg’s Mark Gurman reported, citing people with knowledge of the matter.
The effort, code-named Mulberry, was scaled back in recent weeks, and the company now intends to take some of the features it planned for the AI-powered coach and roll them out piece by piece over time within its Health app, the author said.
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