MAGNIFICENT SEVEN'S COMBINED MARKET VALUE HITS NEW RECORD $19 trillion That is the combined market capitalization of the Magnificent Seven, a fresh all-time high for the tech stalwarts. Meta Platforms, Microsoft and Nvidia are on pace for record market caps, according to Dow Jones Market Data. Here is the breakdown: -- $NVDA: $4.4 trillion -- $MSFT: $4 trillion -- $AAPL: $3.1 trillion -- $AMZN: $2.5 trillion -- $GOOGL: $2.4 trillion -- $META: $2 trillion -- $TSLA: $1 trillion

Google, $GOOGL, is using AI age checks to lock down user accounts, per the Verge

BREAKING: The Trump administration is pushing an initiative for millions of Americans to upload personal health data to new apps run by private tech companies like Google, $GOOGL, and $AMZN, per AP.

YouTube, $GOOGL, will begin using AI to monitor user behavior and psychology to determine whether viewers in the U.S. are over or under the age of 18.

$GOOGL - ALPHABET SHARES UP 3.8% AFTER CO BEATS Q2 ESTIMATES, BOOSTS CAPITAL SPENDING PLANS

Google, $GOOGL, earnings: - Revenue: $96.43 billion, est: $93 billion - EPS: $2.31, est: $2.18

$GOOGL *ALPHABET 2Q EPS $2.31, EST. $2.18 *ALPHABET 2Q REV. $96.43B, EST. $93.97B *ALPHABET 2Q GOOGLE CLOUD REV. $13.62B, EST. $13.14B

9 out of 10 teens say they use Youtube, $GOOGL, daily, per PEW

我之前说过 币圈看財报的时代已经到了 这不 交易所已经开始在这方面做布道了 这次 @MyStonks_Org 走在了最前面

随着近期各项法案陆续通过，国际地缘风险解除，美债利率下降，美元指数走弱，美股不断刷新历史新高。币圈也真的按照传统经典牛市重新开始了板块轮动，虽然现在整体还处于从昨晚起的摸顶新高后的第一次较大幅度回调之中，但主流币们才完成了第一轮补涨而已，山寨季大概率也只是刚刚开始。 从上周开始到7月末，都是美股的Q2财报季，在国际形势比较缓和的当下，美股波动成了影响币圈的最大变量。比如上周二7.15贝莱德的财报刚好对应了大饼的历史最高点，那么接下来特斯拉，谷歌，Robinhood，苹果，Coinbase都有可能对美股及币圈产生重大影响，不可不提前做好研究。而且7.30号的Robinhood，7.31号的苹果及Coinbase财报公布还恰巧叠加了7.31美联储决议公布和8.1号关税落地，更显得信息密度极高。 身处币圈的我们没有那么多时间精力，可能主要关注两种类型的公司就够了，一种是AI相关的，一种是币圈直接相关的。因为AI和crypto相关公司财报将直接影响科技股和币圈情绪，这样简化后效率更高且更有效。 AI相关：特斯拉、谷歌、META、微软、苹果 币圈交易相关：Robinhood、Coinbase 参考 @BTCBruce1 的 @MyStonksCN 财报日历做了个表 大胆预测一下后续可能会走的逻辑，仅供参考，DYOR。 1. 宏观拐点确认 + 主流冲高 →（已发生） 2. 科技股财报爆发+AI继续强预期 →（正在发生） 3. 山寨补涨+叙事爆发+NFT/DePIN轮番拉升 →（即将开启） 4. DeFi蓝筹吸血+项目方撤流动性 →（后期才开始） 上周五Coinbase、Robinhood都拉出了高点，本周需要继续密切关注情绪变化，按常理来说这两家业绩表现会比较好，但美股上涨逻辑经常是需要超过预期才行，也就是说利好有可能已经被市场买入而反应在当前股价上了。 一旦Robinhood和Coinbase财报利多但市场不涨反跌，就要谨慎了，尤其是山寨币非常敏感，共识比较脆弱，但凡有风吹草动项目方和做市商跑得比兔子还快。 如果美联储仍强硬不降息口风+美股财报落地无超预期表现，币圈可能迎来一次阶段性调整。尤其是Coinbase作为纯加密标的尤其需要重点关注，财报后的电话会议可能直接影响比特币和以太坊的短线方向。 后续牛市可能就到了第二阶段，操作可能会从快速拉高脱离成本区的简单模式变成宽幅震荡的困难模式。 高风险偏好的人需要管住自己不要过度操作，多项指标共振后再下场且做好风控止损。 低风险偏好的人可以等8.1号关税落地后再进场操作。

$GOOGL - GOOGLE SAYS AT LEAST SOME OF MICROSOFT SERVER HACKS CARRIED OUT BY 'CHINA-NEXUS THREAT ACTOR'

Mystonks的美股财报全家桶来啦 @MyStonksCN @BTCBruce1 覆盖了科技、金融、芯片、链上标的等多个赛道，清晰明了不用去网上找了～ 不过能看懂财报也是技术活，比如我看完也不知道讲了啥……希望能直接在下面添加个“买不买”投票功能，用群体判断帮助我这种小白不再孤独投资💔 还没注册Mystonks的快来体验丝滑美股交易！ https://t.co/HuUBxME17T

特斯拉的财报估计一般 因为Cybertruck和新款ModelY卖的都soso 但是财报从来都不是特斯拉的重点 特斯拉的核心是“未来” 马斯克总是能把吹过的牛逼实现 总是能把画过的饼给做出来

OpenAI says it will use Google's, $GOOGL, cloud for ChatGPT

Google, $GOOGL, to invest $25 billion in data centers and AI infrastructure across largest U.S. electric grid

Alphabet’s, $GOOGL, secretive drug discovery arm, Isomorphic Labs, is getting ready to start testing its AI-designed drugs in humans, Colin Murdoch, Isomorphic Labs president, said.

Google, $GOOGL, DeepMind has grand ambitions to ‘cure all diseases’ with AI, per FORTUNE.

$BTC overtakes $GOOGL amidst its latest ATH🚀

Tokenized Stocks just landed in @Openwallet_com 👇💚 You can trade, deposit, and withdraw traditional assets like $NVDA, $AAPL, $GOOGL, $TSLA, and more. DYOR - they’re working on making $SOL transactions gasless too. Coming this summer.

BREAKING: Representative Cleo Fields has announced buying up to $10 million in stocks throughout June. They include Google, $GOOGL, Amazon, $AMZN, Nvidia, $NVDA, and Palantir, $PLTR.

Google, $GOOGL, was told by a California jury to pay $314 million over claims that it illegally used Android users’ cellular data to collect information without their knowledge, per Reuters.

超级智能 Super Intelligence/ AGI Mags7 看AI 赛道，Magnificent 7 巨头里，大部分我遇到的基金经理，都看好英伟达（GPU是没法绕过去的议题）、谷歌、和特斯拉。 以五年周期看，大部分首选特斯拉、然后谷歌和英伟达。苹果和亚马逊落队了，苹果（没任何AI真正的投入、进度）更像一只现金牛。Meta 也是走现金牛路线，但强于苹果。 特斯拉现在是处于transitional period 过渡期。微软也会表现不错。 而大家更认同的是AGI 太远，super intelligence 更近。 特斯拉的擎天柱机器人、无人驾驶、xAI、推特，联合的协同效应会是巨大的。 你心中的Mags 7 排名呢？！ $TSLA $AAPL $MSFT $NVDA $AMZN $META $GOOGL

Google, $GOOGL, is using Youtube videos to train its ai video generator

YouTube, $GOOGL, Shorts is now averaging 200 billion daily views, per the Wrap.

$GOOGL After 7 years of buybacks and a 13% reduction in share count, Alphabet has returned its share count to levels last seen in 2006.

BREAKING: 16 billion Apple, $AAPL, Facebook, $META, Google, $GOOGL, and other passwords leaked, per Forbes.

想法不谋而合，谷歌现在应该是最强的ai公司.crcl减仓的大头我买了 $GOOGl 和 $HOOD 很多人以为的谷歌还是那个干搜索落后的谷歌，谷歌现在这个估值极其不合理. 谷歌deepmind在5月底发布了人类迄今为止最强大的ai ：alphaEvolve. 谷歌官方对他解释是：一个由大模型驱动的可进化的编码智能体. alphaEvolve是以“造物主”的视角在批量创造算法，无需人类干预也能做到自我指数级的进化🧬. 人类永生指日可待，deepmind ceo哈撒比斯预言，10年内人类可以用ai攻克所有疾病.

JUST IN: Reports indicate widespread internet outage affecting Spotify, $SPOT, Google, $GOOGL, Discord Twitch, Firebase, and Cursor, with Cloudflare, $NET, and AWS, $AMZN, services also impacted.

Google, $GOOGL, exec says AI will rival humans in just 5 years and predicts we’ll ‘colonize the galaxy’ in 2030, per FORTUNE.

Google, $GOOGL, offers buyouts to employees across the company, including Search

$GOOGL - OPENAI TAPS GOOGLE IN NEW CLOUD DEAL FOR MORE COMPUTE - SOURCES

Quantum computing could break bitcoin-like encryption far easier than intially thought, Google, $GOOGL, researcher says

Germany reportedly eyeing a 10% digital tax on global tech giants like Google, $GOOGL, Apple, $AAPL, $META

Google, $GOOGL, will bring products to market faster to keep pace with new rivals in the artificial intelligence age, per Bloomberg

$GOOGL flow was the theme yesterday for a reason. $GOOGL is up 4.5% on the day so far. Thanks for the flow @unusual_whales 🐳

Google, $GOOGL, shows new AI glasses that thinks "in real time" and "remembers what you see"

Google, $GOOGL, is adding even more ads into its AI results, per the Verge

This is unusual. Representative Marjorie Taylor Greene has disclosed another buying spree. She purchased hundred of thousands in stocks on May 14th. This includes buying United Health, $UNH, MercadoLibre, $MELI, Google, $GOOGL, and $AMD. She has been buying a lot in the last two months.

Google, $GOOGL, announces real-time speech translation for English and Spanish in Google Meet

Y Combinator says Google, $GOOGL, is a ‘monopolist’ that has ‘stunted’ the startup ecosystem