#BigTechEarningsWatch

Tuottaako tekoäly voittoa vai syökö se kassavirtaa? Aloitetaan suoratoisto kahden tunnin päästä~ Tänä iltapäivänä klo 16:00 @你的爱播Misa yhdisti voimansa @月光🌙Moonlight @punk2898 🙌💎 @Unicorn🦄⚡️:n kanssa tarkastellakseen teknologiajättien tekoälyn talousraportteja, joissa selvitettiin, kuka ansaitsee rahaa ja kuka polttaa sitä. Live-tilassa on 300 Yhdysvaltain vakiopalkkiokuponkia ja 100 VIP-kokeilukorttia. 🧧 Osallistu aktiivisesti ja liity mikin ääreen voittaaksesi OKX:n rajoitetun erän T-paidan~ Klikkaa alta varataksesi live-huoneen, virittäydy "OKX Chinese" Planet Live -ohjelmaan ja tutustu yhdessä globaaleihin omaisuuserien muutoksiin~ #财报观察员: Amazonin ohjeistus jää odotuksista, mutta osakekurssi nousee 9 %

Earnings Week Ahead: The Week That Could Decide the Next Move for $BTC, $ETH, and AI-Related Stocks Global financial markets are entering one of the most important weeks of the earnings season. A wave of major companies is set to release quarterly results, while investors closely monitor $BTC, $ETH, and leading AI-memory stocks, where global risk appetite is being shaped. For the crypto market, sentiment remains highly sensitive. If technology companies continue to deliver earnings that exceed expectations and provide optimistic guidance, capital could flow back into risk assets, supporting further upside for $BTC and $ETH. However, even a few disappointing reports or weaker outlooks could trigger profit-taking from Wall Street into digital assets. A major spotlight remains on the AI memory sector. $xSKHYNIX recently reported strong revenue and profit growth, driven by surging demand for High Bandwidth Memory (HBM) used in AI. However, the market's reaction showed expectations were already high. Investors are rewarding not only strong earnings but also compelling forward guidance. Meanwhile, $xSNDK has become one of the most closely watched names heading into its earnings release. Many analysts believe the long-term shortage of AI memory supply could continue to support the company's growth, but expectations remain elevated. A strong earnings beat could reinforce bullish sentiment across the semiconductor industry, while weaker-than-expected results may trigger a short-term correction. This is more than another earnings week—it is a critical test of global liquidity and investor confidence. If Wall Street confirms that the AI growth cycle remains intact, $BTC, $ETH, and other risk assets could benefit from renewed momentum. If corporate guidance disappoints, volatility is likely to increase across equities and crypto. Earnings Week Ahead is widely viewed as the most important catalyst of early August, with the potential to shape the near-term direction of cryptocurrencies and leading technology stocks. #EarningsWeekAhead #AMZN50BForOpenAI #OKXOrbitTopics

Morgan Stanley just slashed Circle’s price target from $106 to $38 and cut the rating to Underweight. The bank cited slower-than-expected USDC growth, heavy reliance on reserve income, and rising competition from tokenized money market funds. Shares dropped hard on the news, adding pressure across crypto equities. This matters because Circle sits at the center of regulated stablecoin infrastructure. When a major Wall Street firm questions the durability of USDC balances and take rates, it tests confidence in the entire stablecoin stack that underpins trading, DeFi, and institutional flows. Tokenized cash products are no longer theoretical competitors, they are already reshaping the reserve landscape. In my view this is a healthy stress test rather than a death sentence. The market is forcing issuers to prove real transaction demand beyond crypto trading. $BTC remains the liquidity anchor while $ETH continues to attract selective treasury buying. $SOL, $XRP and $BNB feel the broader risk sentiment. $ADA, $AVAX, $LINK, $DOT, $UNI, $INJ, $ALGO, $ENA, $DOGE and $HYPE all trade with an eye on stablecoin velocity and institutional comfort levels. Circle reports earnings later this week. The next few sessions will show whether this downgrade is a temporary overhang or a deeper recalibration.

I've always wanted to buy $SPCX, but don't rush to buy yet, wait for the Q2 earnings report to come out. SpaceX will announce its Q2 2026 earnings. The company plans to release quarterly financial and operational data after the U.S. market closes on August 4. This might be a highly watched tech growth earnings report by the market. Currently, the market expects SpaceX Q2 revenue to be around $BTC 6.88 billion, but it is still in a high investment phase, so profitability will be a key focus. In the next decade, the focus might be on AI computing power, energy, satellites, robotics, and space infrastructure. And SpaceX is becoming one of the most important nodes in this industry chain. But let's wait for it to drop a bit more; I see a bottom-buy opportunity around 80, and will build a position below 100. #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead

$BTC Next week's earnings could offer fresh insight into both AI and crypto—but one report stands out. Palantir, AMD, and other major tech names may provide additional signals on AI demand, though much of that theme has already been reflected in recent earnings. The report I'm watching most is Circle. Recent results from several crypto-related companies have pointed to softer trading activity. The key question now is whether capital is actually leaving the digital asset ecosystem—or simply shifting into different forms. USDC trends could provide another data point on market liquidity and institutional participation. Strong stablecoin activity may suggest capital remains engaged, while weaker growth could indicate a slower flow of funds. Sometimes the most important earnings report isn't about revenue alone—it's about what it reveals regarding broader market sentiment. $BTC $ETH #DailyOrbit

#FinancialReportObserver: Four Key Earnings Releases Next Week, Circle as the Grand Finale Next week, four critical earnings reports will be released in quick succession: Palantir, AMD, SpaceX, and Circle will appear one after another. The first three mainly validate the demand strength in the AI industry, while Circle, as the grand finale in the crypto ecosystem, holds the highest reference value for the crypto community. Key highlights of the four earnings reports 1. Palantir Growth in AI government and enterprise software orders, reflecting institutional willingness to pay for AI, with data impacting AI concept risk appetite. 2. AMD Revenue guidance for AI server chips, a barometer for the health of the storage and computing power supply chain; focus on capital expenditure and customer order outlook. 3. SpaceX (SPCX) First earnings report after listing, combined with a trillion-level unlocking window; watch Starlink revenue, burn rate, and Starship test flight schedule. As a high-beta tech stock, sentiment may spill over to risk assets. 4. Circle (CRCL) · Grand Finale Focus Q2 earnings to be announced at 8 PM Beijing time on August 5. Four core indicators: USDC circulation, reserve income, distribution costs, and progress in trust license business. Coinbase and Robinhood's crypto business revenues have weakened, and USDT growth has stalled. The market's core question: Are institutional funds truly exiting the crypto market, or just shifting into compliant stablecoins to wait and see? - ✅USDC circulation increases: Indicates institutional funds are lurking on exchanges, a potential positive for the crypto market. - ⚠️USDC circulation shrinks: Means the stablecoin pool is contracting overall, with liquidity under further pressure. Implications for crypto market linkage Note: Circle reflects institutional fund levels and serves as a mid-term leading indicator. It may not cause sharp moves on the day but will guide the underlying environment for subsequent market trends. Personal opinion, for reference only. $BTC $ETH $CRCL $SPCX

Next week’s earnings could tell us a lot about where both AI and crypto are headed, but there’s one report I’m watching closer than the rest. Yes, Palantir and AMD will drop updates and give us more color on AI demand. But honestly, most of that story is already priced in. The market has heard it before. The one that actually matters for digital assets is Circle. Other crypto names that reported recently showed softer trading. That leaves a big question on the table. Is money leaving the ecosystem, or is it just rotating into different corners of it? That’s why USDC data is important. USDC activity is a clean read on liquidity and institutional presence. If stablecoin usage is strong, capital is still here and just moving differently. If growth slows, it likely means fewer dollars are flowing in. Earnings aren’t always about beating on revenue. Sometimes they’re about the signal behind the numbers. Circle’s report could give us exactly that signal for $BTC and $ETH. Watch the flows, not just the headlines. #EarningsWeekAhead #USJapanYenIntervention #30YrYieldTopOrStart $SOL $GRVT $GIGGLE

🚨 Next week's earnings could shape both AI and crypto market sentiment—but one report may stand out. 📅 Companies in focus: 📊 Palantir ⚡ AMD 🚀 SpaceX 🪙 Circle The first three are expected to provide another read on AI demand and enterprise spending. Since the market has already priced in much of the AI optimism, only major surprises are likely to drive outsized reactions. Circle could deliver a different kind of signal. Recent crypto-related results have been mixed, with signs of softer trading activity across parts of the industry. That raises an important question: Has institutional capital exited crypto, or is it simply waiting for the next opportunity? Circle's earnings—especially updates on USDC circulation, reserves, and adoption—may offer valuable clues. 🟢 If USDC supply continues to grow: it could suggest institutional investors are still allocating capital through regulated stablecoin infrastructure. 🔴 If USDC supply declines: it may point to broader liquidity leaving the ecosystem rather than simply rotating between assets. For crypto investors, stablecoin trends often provide an early indication of market liquidity and institutional participation. Bottom line: AI earnings will help measure the strength of the technology sector, while Circle's report could provide one of the clearest signals about the current state of crypto capital. #Crypto #Bitcoin #Ethereum #USDC #Stablecoins #AI #EarningsWeek #DailyOrbit $BTC $ETH #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead $BTC $ETH $BEAT

📊 Next week's earnings calendar could be important—but one report may matter more than the rest. The key names reporting include: • Palantir • AMD • SpaceX • Circle The first three will provide another read on AI demand and enterprise spending. After the recent wave of big tech earnings, much of that narrative has already been priced into the market, so the biggest surprises may be behind us. The report I'm watching most closely is Circle. Recent crypto-related earnings have painted a mixed picture: • Coinbase reported weaker revenue. • Robinhood's crypto revenue declined. • Stablecoin growth has slowed. That raises an important question: Is capital leaving crypto, or is it simply moving into different vehicles? Circle's results could offer another clue. 📈 If USDC circulation continues expanding, it may suggest capital is still waiting on the sidelines in regulated, dollar-backed assets. 📉 If USDC also weakens, it could point to broader capital outflows from the digital asset ecosystem. The bigger issue isn't just Circle's earnings—it's what they reveal about institutional liquidity and whether fresh capital is still preparing to enter the market. For $BTC and $ETH, that could be one of the more meaningful signals to watch next week. Market observations only. $BTC $ETH $SOL #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead

Four earnings reports next week, Circle is the finale There are four earnings reports next week: Palantir, AMD, SpaceX, Circle. But honestly, the information the first three can provide has basically been given in the last round of tech giant earnings, which is to verify whether AI demand is genuinely strong or just hype. This expectation has been repeatedly traded in the market, so even if there is deviation, the marginal impact won't be too large. Instead, the last one, Circle, is the most worth watching. Coinbase revenue dropped 18.5%, Robinhood crypto revenue fell nearly 40%, and USDT growth has stopped. Three reports from the crypto side have already been submitted, all pointing in the same direction—the market is shrinking. But one thing hasn't been confirmed yet: is the capital really leaving, or just changing containers? Circle's answer can confirm this. If USDC circulation is rising, it means the money hasn't gone far, just waiting for a compliant entry point. If it also falls, then it really is a net outflow, and the stablecoin market is shrinking overall. This concerns a more fundamental question: whether institutional funds are still waiting at the door. The scale of compliant stablecoins is a leading indicator of this issue. As for the rest, there's nothing much to focus on, just do your own well. $BTC $ETH #DailyOrbit

Four earnings reports next week, Circle is the finale There are four earnings reports next week: Palantir, AMD, SpaceX, Circle. But honestly, the information the first three can provide has basically been given in the last round of tech giant earnings, which is to verify whether AI demand is genuinely strong or just hype. This expectation has been repeatedly traded in the market, so even if there is deviation, the marginal impact won't be too large. Instead, the last one, Circle, is the most worth watching. Coinbase revenue dropped 18.5%, Robinhood crypto revenue fell nearly 40%, and USDT growth has stopped. Three reports from the crypto side have already been submitted, all pointing in the same direction—the market is shrinking. But one thing hasn't been confirmed yet: is the capital really leaving, or is it just changing containers? Circle's answer can confirm this. If USDC circulation is rising, it means the money hasn't gone far, just waiting for a compliant entry point. If it also falls, then it really is a net outflow, and the stablecoin market is shrinking overall. This concerns a more fundamental question: whether institutional funds are still waiting at the door. The scale of compliant stablecoins is a leading indicator of this issue. As for the rest, there's nothing much to focus on. Just do your own well. $BTC $ETH #DailyOrbit