Post
alaya lilly
Big Tech's earnings delivered the reality check the AI trade has been dodging. Alphabet and Tesla both reported, and both stocks sank, not on weak results (Google Cloud grew 82%) but on rising AI capex guidance. The market has flipped: spending on AI used to be rewarded as vision, now it's scrutinized as cost.
This is the same story that hit semis all week, viewed from the demand side. Investors aren't questioning whether AI is real; they're questioning the return on hundreds of billions in capex before the revenue catches up. For crypto it's a useful mirror: narratives get repriced the moment the market demands proof over promise. Risk-off today (BTC $64K) echoes that same "show me the ROI" mood bleeding across tech.
Just my read, not advice.
Disclaimer: de content op OKX Orbit dient uitsluitend ter informatie. Meer informatie
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Marktbuzz van vandaag
1#De voorzitter van de Federal Reserve, Walsh, zei dat politiek geen invloed heeft gehad op de rentebeslissing
2#Google Cloud groeit met 82%, hoe is het rendement op AI-investeringen?
3#Microsoft Azure groeit met 43%, kan de commercialisering van AI versnellen?
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