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🚨 Big Tech earnings sent a clear message: strong results alone aren't enough anymore. Alphabet reported an impressive quarter, generating $119.8B in Q2 revenue with continued strength from Google Cloud. Even so, $GOOGL slipped more than 4% after hours. The market wasn't disappointed by the numbers—it was focused on what comes next. Alphabet increased its 2026 capital expenditure forecast to $195B–$205B, while free cash flow weakened. Investors are becoming more selective, weighing not only AI growth but also the cost of sustaining it. Across Google, Microsoft, Meta, and Amazon, projected capital spending for 2026 is expected to reach roughly $725B, highlighting how aggressively the AI race is accelerating. Meanwhile, Tesla took a different approach. The company continues to hold 11,509 BTC, maintaining the same position it has held since 2022. Despite recording a quarterly loss related to Bitcoin's previous decline, Tesla neither increased nor reduced its holdings. Why this matters for crypto: 🔹 Spot Bitcoin ETFs continue attracting institutional demand. 🔹 Crypto remains closely tied to the performance of major technology stocks, making earnings guidance increasingly important for digital asset sentiment. 🔹 Upcoming reports from Microsoft, Meta, and Amazon could influence both equity and crypto markets. One key difference is that crypto markets never close. With tokenized US equities available for 24/7 trading on supported platforms, traders can continue reacting to earnings and macro developments even when traditional stock exchanges are closed. The next round of Big Tech guidance may play a bigger role in market direction than the earnings headlines themselves. #CXMTMemoryIPO #FOMCRateWatch #DailyOrbit