MAROKO133 Update crypto: How US Stock Markets Rewarded Google But Punished Meta After Q1 E

📌 MAROKO133 Update crypto: How US Stock Markets Rewarded Google But Punished Meta

Alphabet (GOOGL) added more than $300 billion in market value on April 30, 2026, lifting its capitalization above $4.5 trillion. Meta Platforms (META) shed roughly $175 billion in the same session despite a stronger top-line beat.

Both companies reported Q1 2026 results after the close on April 29. Investors rewarded Google for visible AI revenue while punishing Meta for its heavier capital-spending guidance.

Cloud Revenue Carried the Beat

Google Cloud reported $20 billion in revenue for Q1, up 63% year over year. Backlog climbed to more than $460 billion, nearly doubling sequentially. Enterprise AI demand is running well ahead of supply.

“Google Cloud saw a meaningful acceleration in growth as revenues increased 63% to $20.0 billion, led by an increase in Google Cloud Platform (GCP) across enterprise AI Solutions and enterprise AI Infrastructure, as well as core GCP services,” read an excerpt in the announcement.

Search queries reached an all-time high during the quarter on the back of Gemini integration. Consumer AI subscriptions topped 350 million. Alphabet also raised its dividend by 5%.

Q1 capital expenditure landed at $35.7 billion. The company lifted full-year 2026 capex guidance to $180 billion – $190 billion, with 2027 spending flagged as “significantly higher.”

Markets absorbed the increase because cloud revenue is already converting that spend into bookings. In this regard, positive sentiment translated into buyer interest, pushing Google’s market cap above $4.5 trillion, adding over $300 billion in one day.

As of this writing, Google’s Alphabet stock was trading for $377.62, marking a new all-time high.

In contrast, markets punished Meta for its more aggressive capital-spending guidance.

Bigger Than Two of the World’s Top Economies

Alphabet’s $4.5 trillion valuation now eclipses the annual GDP of Japan and India. Japan’s economy runs near $4.2 trillion, and India’s at $4.1 trillion. A single US-listed company now sits above two of the world’s largest national economies.

Alphabet’s 2026 spend will pour into the same data-center economy where Bitcoin (BTC) miners compete. Power, GPUs, and grid capacity are now contested directly by hyperscalers.

Several listed miners have already pivoted toward AI hosting contracts. The shift blurs the line between proof-of-work mining and AI cloud hosting.

Google’s $300 billion single-session gain alone exceeded the combined market value of most major altcoins outside Bitcoin and Ethereum (ETH). The print shows how aggressively capital is rotating into AI infrastructure stories this cycle.

The question is whether AI capex spills into compute tokens, public miners, and decentralized GPU networks. Meta’s drop shows markets still want returns, not just spend.

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📌 MAROKO133 Eksklusif crypto: Elon Musk Says Most Crypto Are Scams, But X Launches

Elon Musk told an Oakland jury that most cryptocurrencies are scams during testimony in his civil trial against OpenAI, marking a notable break from his years as one of the sector’s loudest public boosters.

The Tesla and SpaceX chief made the remark when asked about a 2018 OpenAI plan to raise funds through an initial coin offering (ICO), according to New York Times reporter Mike Isaac.

A Sharp Turn for Crypto’s Most Vocal Backer

Musk spent the 2020 to 2021 cycle moving markets with both tweets and corporate buys. Tesla acquired $1.5 billion of Bitcoin (BTC) in 2021, one of the earliest balance sheet allocations by a major public company.

His posts on Dogecoin (DOGE) repeatedly pushed the meme token to new highs that same year. The billionaire has also confirmed personal holdings in Bitcoin, Ethereum (ETH), and Dogecoin across past interviews.

That stance began to cool in 2022, when Tesla sold roughly 75% of its Bitcoin reserve. The company has held the position steady since, retaining 11,509 BTC worth $879 million in Q1 2026 after a $222 million markdown.

Elon Musk Tells Jury Most Crypto Is a Scam as X Rolls Out Cashtags

The courtroom remark coincided with a parallel push at Musk’s social platform. X head of product Nikita Bier said the company was rolling out a web version of Cashtags, a feature that converts $tickers for stocks and crypto into clickable real-time charts and asset-specific post feeds.

Bier framed the tool as a way to position X as a core trading terminal. Bundled controls, including contract address matching and account locks on first-time crypto posters, are intended to filter out fraudulent tokens before they reach users.

The rollout fits a broader X finance push that also includes payments and pilot trading features. Musk’s distinction between merit assets and scams maps directly onto Cashtags’ pitch, separating what the feature wants to surface from what its anti-scam controls are designed to suppress.

ICO Plan Resurfaces in Court

The scam comment surfaced as OpenAI’s scrapped 2018 token proposal entered the trial record.

“In January 2018, mere months after their September 2017 ‘enthusiasm,’ Altman proposed a scamworthy ‘ICO,’ or initial coin offering, that would have seen OpenAI, Inc. sell its own cryptocurrency. Musk shot down this idea too, stating ‘it would simply result in a massive loss of credibility for OpenAI and everyone associated with the ICO,’” Musk’s team claimed.

Musk, an OpenAI co-founder from 2015, alleges the company breached its founding contract by partnering with Microsoft and selling commercial products.

“Some of them have merit, but most of them are scams.”

That language came in response to questions about the early ICO discussion, attributed by Isaac.

OpenAI counters that Musk backed the ICO plan, which would have required spinning out a for-profit subsidiary. Jury proceedings are expected to last about three weeks.

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