A two-day chip rebound stalled ahead of Alphabet's earnings in a sign of whether the hundreds of billions going into AI is paying off. Bitcoin has tracked that trade all month.

Tesla's 11,509 BTC treasury and Alphabet's $80 billion AI raise make this week's Q2 2026 earnings pivotal for Bitcoin and AI token markets.

War drives oil up, the Kimi selloff drags chips down, and bitcoin sits between them.

A two-day chip rebound stalled ahead of Alphabet's earnings in a sign of whether the hundreds of billions going into AI is paying off. Bitcoin has tracked that trade all month.

(Bloomberg) -- Stocks fell ahead of Alphabet Inc.’s earnings as traders waited for the clearest read yet on whether the vast sums technology hyperscalers are pouring into…

“Alphabet isn’t just reporting earnings, it’s reporting on the health of the entire AI investment cycle. If management sounds any less committed to AI investment, the market won’t…