A quick note on timing: Meta and Tesla report earnings in the early hours of Thursday Beijing time, putting the AI narrative to the test on the same day.
First, here’s the setup: The Nasdaq fell 4.5% last week, CoreWeave plunged 25%, and chip stocks have dropped for nine straight days. Today, a pullback in oil prices finally gave markets a breather. The earnings reports come down to two things: Will they ramp up AI capital spending, and will their guidance live up to the hype? More spending = the AI story stays alive, US stocks benefit, and crypto gets a lift too. A miss = the bubble is confirmed, and AI-themed coins take the first hit.
Here’s the twist: Oil prices have just pulled back from their highs, China’s third-quarter GDP came in at 4.5%, beating expectations, and the Fed is still in its quiet period ahead of the October 27 meeting. That makes Thursday’s earnings reports almost the master switch for risk assets this week—even whether $BTC can hold above 83,000 depends on them.
Pick one in the comments: A) Strong earnings spark a rally, with 85,000 in sight; B) Weak earnings drag down the AI sector and send everything back to 80,000. Which side are you betting on?
$BTC $ETH #财报 #Meta #特斯拉 #AI
First, here’s the setup: The Nasdaq fell 4.5% last week, CoreWeave plunged 25%, and chip stocks have dropped for nine straight days. Today, a pullback in oil prices finally gave markets a breather. The earnings reports come down to two things: Will they ramp up AI capital spending, and will their guidance live up to the hype? More spending = the AI story stays alive, US stocks benefit, and crypto gets a lift too. A miss = the bubble is confirmed, and AI-themed coins take the first hit.
Here’s the twist: Oil prices have just pulled back from their highs, China’s third-quarter GDP came in at 4.5%, beating expectations, and the Fed is still in its quiet period ahead of the October 27 meeting. That makes Thursday’s earnings reports almost the master switch for risk assets this week—even whether $BTC can hold above 83,000 depends on them.
Pick one in the comments: A) Strong earnings spark a rally, with 85,000 in sight; B) Weak earnings drag down the AI sector and send everything back to 80,000. Which side are you betting on?
$BTC $ETH #财报 #Meta #特斯拉 #AI