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AI Giants Face a Major Earnings Test: After Pouring in Hundreds of Billions of Dollars, Are They Building the Future or Burning Through Cash?
Today’s U.S. tech giants seem to be competing in a collective spending spree: buying chips, building data centers, and racing to hire talent, with each company making ever more lavish capital investments. Investors are thrilled, while finance teams are tearing their hair out.
Here’s the question: AI is certainly booming, but a boom doesn’t automatically translate into profits. Once data centers are built, who pays the electricity bill? Once the chips are
SPCX+1.88%
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GM and happy Sunday, everyone
All sinners repent from your bad ways
God be with you allllll
Green be with you all 💹💹💹💹
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BNB/BTC's price action over the past few days is worth pondering🤨Especially last night's fake breakdown: BTC briefly fell below 80k, and $BN also dropped along with it, but quickly recovered its losses, while the exchange rate continued to strengthen.
On the news front, BNB recently completed another quarterly burn, BNB Chain's third-quarter revenue also grew significantly, and Futu opened BNB deposits and withdrawals. There have indeed been some positive changes in the fundamentals. Of course, these developments may not be the direct reason for the exchange rate's strength. I'm more focused
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BNB+0.86%
BTC-0.14%
🔹 A $10 million SOL position shifts from long to short.
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In the past, you could only use a few major email providers. This is the first time I’ve seen registration for X Island blocked by the email provider itself...
Are Americans suddenly afraid to spend? Consumer confidence is nearing a record low, and the real trouble may still lie ahead!
One person skipping coffee may simply be trying to save money; a family canceling a trip may just be making a temporary change of plans. But if more and more people start postponing car purchases, cutting back on shopping, and canceling big-ticket purchases at the same time, the economy needs to take a closer look.
In October 2026, the University of Michigan Consumer Sentiment Index came in at 48.0, near its all-time low. Consumers’ inflation expectations for the comin
NVDA-0.60%
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To all the folks doing blue-V mutual engagement, young and old, can someone give me some advice? Your traffic all seems steady, but mine is shooting up like a rocket ➕ and then crashing—feast or famine. Have I been abandoned by God?
Any operations experts from Xiaohongshu who’ve moved over to X?
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⚡️UPDATE: AI OVERCAPACITY concerns grow as 79% of surveyed companies use their GPUs at HALF capacity or LESS, per VentureBeat.
Yet, 70% still plan to adopt new AI computing platforms, while 91% of companies planning new platforms lack finance-reviewed ROI estimates, raising concerns over AI spending.
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GM CT.
Happy Sunday.
Rest gives the body strength, and prayer gives the heart peace.
Touch grass, appreciate how far we have come, and take a moment to prepare for another week.
Even on a quiet Sunday, there is still interesting work happening across Web3.
@termix_ai is building infrastructure that helps AI agents find jobs, agree on terms, submit work and receive payment onchain. Its process includes escrow, delivery and settlement, with a challenge process for disputed jobs.
On the privacy side, @primus_labs is working on ways to verify information while protecting sensitive data. Its zkTLS
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$BTC just swept below $79,500 before bouncing back towards $80,900. 👀
That's a reaction worth watching, but there's still work to do.
The key level now is $81,500.
Reclaim it, and $83,500 could be next.
Lose $79,500 on a sustained basis, and more downside could follow.
For now, this looks like a relief bounce, not a confirmed recovery.
Patience is key. Let price action confirm the next move.
#BTC
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BTC-0.14%
#Gate广场万圣节 U.S. AI stocks are losing steam, and gold can’t hold $4,000—should crypto hedge or catch up on the downside?
Over the past few days, three seemingly unrelated market moves have actually been telling the same story—
· SanDisk (SNDK) plunged more than 8% overnight before rebounding. Market watchers warned: “Don’t rush to believe it, and don’t rush to panic”;
· The market has labeled the storage sector as having “fallen into a bear market,” while Wall Street traders debate whether the cycle has peaked;
· Gold fell below the $4,000 mark, with the safe-haven asset itself seeking “shelter
GLDX-0.02%
PAXG-0.15%
SNDK-1.90%
WDC-2.93%
SK Hynix+4.41%
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#USEarningsSeason #ShareWeekly
Microsoft vs Alphabet vs Amazon: AI Earnings Could Trigger the Next Big Tech Move
The US tech earnings season is entering a critical stage. Microsoft, Alphabet, and Amazon are preparing to report their results, and investors are focused on one major question: Can AI investments generate enough revenue and profit to justify billions of dollars in spending?
My top pick is Microsoft because it combines Azure cloud growth, recurring software revenue, enterprise AI adoption, and strong financial foundations. However, Alphabet and Amazon also have significant growth o
MSFT+0.56%
GOOGL-1.21%
AMZN-0.97%
$ETH The primary resistance above is 2384.57 (upper Bollinger Band), while key support below is 2314.48 (lower Bollinger Band). The current price of 2350.56 is slightly below the channel midpoint. MA5=2360.18 remains above MA20=2349.52, but the price has fallen below MA5, weakening short-term momentum.
Funding is the signal that warrants the most caution right now: the funding rate is +0.0078%, and the cost of holding long positions is relatively high, indicating that leveraged funds remain skewed toward longs. Meanwhile, the 24h price change is -1.21%, diverging from the direction of funding—
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Blockchain Is Not a Magical Ledger: How Is a Transaction Verified, Recorded, and Shared?
Many people have heard of blockchain and know that it is related to Bitcoin, smart contracts, and Web3, but few truly understand how it works.
The key to blockchain is not just storing data in a block, but having multiple participants verify and record data according to shared rules, and maintain ledger consistency through specific mechanisms.
I. Understanding Blockchain Through a Single Transaction
Suppose you transfer funds to another wallet.
Step one: The transaction is initiated. The wallet uses the re
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BTC-0.14%
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$WIN WIN - Breakout Setup or Another Bearish Rejection?
WINkLink is currently testing a long-term *Descending Trendline* that has constrained price movements over the past several years. After experiencing a significant decline from its historical highs, the price has begun to recover from its lowest levels and is now approaching the descending trendline, which represents a critical dynamic resistance.
If WIN manages to break above this trendline with strong momentum, it could signal the beginning of a potential market structure shift from bearish to bullish. However, confirmation of a valid
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WIN+4.64%
U.S. earnings season collides with the Fed’s rate decision! What investors fear most isn’t losing money, but being unable to read the market!
If earnings season is when companies turn in their report cards, then the Fed’s rate decision is when the difficulty of the whole market’s exam gets adjusted. When the two coincide, investors may be cheering better-than-expected results one moment, then studying interest rates and valuations the next.
Why do interest rates matter so much? Because they affect companies’ financing costs and change how investors value future profits. If the market expects r
NVDA-0.60%
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Geometrically proven
A geometrically perfect structure
No matter the cause
No matter what the cause
We’ve all been waiting for this to come true
We’ve waited too long for this
For too long
Thank you, everyone
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