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🚨 Big Tech earnings just changed the conversation. Strong earnings are no longer enough. Markets now want profitable AI growth—not unlimited spending. 📊 Alphabet (GOOGL) delivered $119.8B in Q2 revenue, driven by continued Google Cloud strength. Yet the stock fell more than 4% after hours as investors focused on rising AI costs rather than headline results. The key concern? Alphabet raised its 2026 capital expenditure forecast to $195B–$205B, while free cash flow weakened, reinforcing that Wall Street is scrutinizing the price of AI expansion. Meanwhile, Microsoft, Meta, and Amazon are also ramping up investment, with combined 2026 AI-related capital spending projected to approach $725B. ⚡ Tesla stayed the course, holding 11,509 BTC without adding or selling any Bitcoin, signaling continued long-term conviction despite market volatility. What this means for crypto: 🔹 Spot Bitcoin ETFs continue attracting institutional inflows. 🔹 Crypto sentiment remains increasingly linked to Big Tech earnings and AI investment trends. 🔹 Upcoming guidance from Microsoft, Meta, and Amazon could drive volatility across both equities and digital assets. Unlike traditional markets, crypto trades 24/7. As tokenized stocks gain traction, traders can react to earnings and macro events around the clock. The next wave of AI spending guidance may have a bigger impact on markets than the earnings numbers themselves. #Bitcoin #Crypto #AI #GOOGL #Tesla #ETF #DailyOrbit