#EarningsSeason
☁️ The Cloud Scorecard Big Tech Has to Beat This Week
📅 Wed Oct 28: Microsoft and Alphabet after the close, hours after the Fed decision
📅 Thu Oct 29: Amazon after the close, same day as Q3 GDP and September PCE
📊 Last quarter's bar: Google Cloud +82% to $24.8B, AWS +37% (fastest in 18 quarters), Microsoft Cloud +26%
🎯 Microsoft's own guide: $89.85B-$90.95B revenue and about 45% Azure growth
📈 547 companies worth $2B+ report this week, 203 of them on Thursday (StockTitan)
⚠️ So far this season, even solid AI results mostly haven't lifted AI stocks (Schwab)
What it means for crypto: $BTC near $80.5K has moved with tech risk appetite. Cloud growth that justifies the spending could help sentiment, while a capex or margin scare could weigh on both.
Which cloud number matters most to you? 👇
$BTC $ETH
#EarningsSeason #CryptoNews #AI #BigTech
☁️ The Cloud Scorecard Big Tech Has to Beat This Week
📅 Wed Oct 28: Microsoft and Alphabet after the close, hours after the Fed decision
📅 Thu Oct 29: Amazon after the close, same day as Q3 GDP and September PCE
📊 Last quarter's bar: Google Cloud +82% to $24.8B, AWS +37% (fastest in 18 quarters), Microsoft Cloud +26%
🎯 Microsoft's own guide: $89.85B-$90.95B revenue and about 45% Azure growth
📈 547 companies worth $2B+ report this week, 203 of them on Thursday (StockTitan)
⚠️ So far this season, even solid AI results mostly haven't lifted AI stocks (Schwab)
What it means for crypto: $BTC near $80.5K has moved with tech risk appetite. Cloud growth that justifies the spending could help sentiment, while a capex or margin scare could weigh on both.
Which cloud number matters most to you? 👇
$BTC $ETH
#EarningsSeason #CryptoNews #AI #BigTech
