Публикация

🚨 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 $195B–$205B, up from $180B–$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. 📊 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 remain tradable through earnings releases and weekends. 👀 Will the next wave of Big Tech earnings strengthen or weaken crypto sentiment? #EarningsRealityCheck #KoreaAIChipPush