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đ¨ Two mega-cap earnings reports. One takeaway: markets are looking beyond headline beats.
Alphabet delivered a strong quarter, reporting $119.8B in Q2 revenue, while Google Cloud continued to post robust growth. Yet $GOOGL fell more than 4% after hours.
Why? Investors focused on the outlook rather than the results.
Alphabet raised its 2026 capex guidance to $195Bâ$205B, up from $180Bâ$190B, while free cash flow slipped into negative territory. AI remains a powerful growth story, but Wall Street is becoming increasingly concerned about the cost of funding it.
Google, Microsoft, Meta, and Amazon are now expected to spend a combined $725B on capex in 2026 ,around 77% more than last year.
The market is rewarding more than earnings beats. Forward guidance, cash flow, and AI spending are becoming just as important.
Tesla told a different story.
The company still holds 11,509 BTC, unchanged since 2022. Despite reporting a $112M quarterly loss tied to Bitcoin's earlier decline, Tesla neither sold nor added to its position.
No panic. No accumulation. Just HODL.
đ Why this matters for crypto:
⢠$BTC continues to benefit from steady ETF inflows.
⢠Crypto remains closely correlated with the Nasdaq 100, making Big Tech earnings increasingly influential.
⢠Upcoming results from Microsoft, Meta, and Amazon could shape both equity and crypto sentiment through their guidance.
One advantage for crypto traders: while US stock markets close after hours, crypto never sleeps.
With OKX tokenised US stocks trading 24/7 in $USDT , assets like $xGOOGL and $xTSLA A remain tradable through earnings releases and weekends.
đ Will the next wave of Big Tech earnings strengthen or weaken crypto sentiment?
#EarningsRealityCheck #KoreaAIChipPush
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