RT nordin.eth (@nordin_eth)Earnings season used to mean waiting for the market to open.@OKX just relaunched X-Perp Stocks.80+ markets including Tesla and Alphabet (report July 22), Microsoft (July 29), and Amazon (July 30), tradeable 24/7 with up to 10x leverage. https://t.co/9lIu6Jbq5P ...

⚡️ NEW: Google burned $5.9B in free cash flow last quarter for the first time since going public, as it raises 2026 AI capex guidance to $195B-$205B, per FT. https://t.co/14Ek2zQy2O ...

Alphabet said its cloud computing unit had a $514 billion backlog of contracted work that hasn’t been recorded as revenue yet, signaling robust demand for its services that underpin the artificial intelligence boom https://t.co/W25rg1qUVZ ...

Alphabet projected full-year capital expenditures will be $195 billion to $205 billion in 2026, increasing its already sky-high spending estimate for the year as it works to secure an edge in the AI race https://t.co/kUQs5jgavr ...

Geopolitics and Energy Markets - Oil prices continued to climb amid tensions, with Brent crude briefly topping $95 per barrel [1][64] - The U.S. and Venezuela combined hold 62% of the world's oil market [5] - The cost of the war with Iran for the American people in higher gas and fertilizer prices has reached $100 billion, with at least another $100 billion in damaged infrastructure overseas, planes, ships, and munitions [14] - There is $80 million in unspent liquid money given in the recent bill that the Pentagon has not utilized [16] - Rapida Energy Group projects that China will increase its oil imports by a couple million barrels a day into the fall [70] Technology and Corporate Performance - Tesla shares sank after a second-quarter profit miss, weighed down by spending on AI and product development, while tracking below its existing capital expenditure guide of $25 billion [2][35] - Alphabet pointed to AI as a bright spot, with Gemini topping estimates and reaching 150 million active users, while increasing its capital expenditure guidance up to $205 billion from the previous high-end guidance of $190 billion [2][37][38] - The Connected Vehicle Security Act of 2026 includes a 15% threshold on Chinese ownership for companies selling cars in the U.S., with affected companies given until 2030 to comply or apply for a waiver [28][29][30] - The President's sons made over $1 billion in cryptocurrency, raising new ethical considerations regarding related legislation [32]

Market Trends and Cryptocurrency Performance - The crypto market shows a sideways consolidation structure, with Bitcoin (BTC) stabilizing around the 66,000 price level [1] - Spot ETFs for Bitcoin (BTC) and Ethereum (ETH) experience capital inflows, alongside ongoing ETF historical outflows prompting market bottom monitoring [1] - The Ethereum (ETH) staking ratio continues to rise, while the Uniswap V4 (Uni V4) ecosystem experiences a morning surge [1] - Crypto-related stocks undergo a comprehensive pullback, and Solana versus Robinhood on-chain performance diverges [1] Regulatory and Macro-Tech Developments - The CLARITY Act draft advances toward Senate voting, marking a key regulatory development [1] - Google increases Artificial Intelligence (AI) capital expenditures, driving growth that benefits storage and semiconductor sectors [1] - The decentralized finance (DeFi) sector observes token volatility, marked by DEXE crashes and exchange-related issues [1]

今日必读💰Alphabet资本支出计划远超华尔街预估🌑白宫指责月之暗面的Kimi K3新模型🚓“债券义警”疑似再现美债市场获取免费中文电子报《彭博财经早茶》与音频播报，聚焦中国与全球市场最新动向，并有周末特别推送。A daily Chinese-language briefing and audio broadcast of what's moving markets in China and around the world. Plus, a weekend edition. https://t.co/X4kizL07zR ...

Financial Performance - Alphabet revenue grew 24% year-over-year [2] - Google Cloud accelerated to 82% growth [2] Market Dynamics & Product Adoption - Artificial intelligence investments redefined business possibilities across operations [1] - Gemini app reached 950 million monthly active users [2] - Model APIs are processing 22 billion tokens per minute, driven by Flash models [2] - Gemini Enterprise achieved adoption by 90% of Fortune 100 companies [2] - Security solutions experienced strong market demand [2]

Alphabet on Wednesday reported investment gains of $98 billion as part of its second-quarter earnings results https://t.co/tDSx5PRIcR ...

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