The Federal Reserve’s interest rate decision came into focus today, along with Amazon, Alphabet, Microsoft and Meta reporting first-quarter earnings after the close. Taken together, the events put monetary policy and the AI capex discussion in one window that cryptocurrency traders cannot ignore.
Bitcoin (BTC) is trading near short-term support as Wall Street braces for Chairman Jerome Powell’s press conference and 2026 AI infrastructure spending guidance that approaches $600 billion from the four caps.
Powell’s final contract and what it means for Bitcoin
The Federal Open Market Committee is expected to maintain its target range at 3.50% to 3.75%, which is the third fix in a row. Without a bullet point chart or summary of economic forecasts, Every line in Powell’s statement Bears weight during June.
Bitcoin has historically reacted more to Powell’s framing than to the interest rate decision itself. Minutes from the latest Federal Open Market Committee (FOMC) meeting already Pushing downward projections to mid-2026.
If Powell is hawkish on inflation, risk assets including Bitcoin face renewed pressure. more Balanced recognition of growth risks It can facilitate the selling process and raise altcoins.
AI Mega-Cap Profits Tests Cryptocurrency Risk Trading
After the closure, Amazon, Alphabet, Microsoft and Meta First quarter results report. The four companies are on track for nearly $600 billion in combined capital expenditures for 2026. Most of it goes to AI data centers, chips and energy.
Indeed, investors want one answer. Are cloud revenues growing fast enough to justify the spending? Microsoft AzureAmazon’s AWS and Google Cloud’s growth rates will drive the stock Crypto tends to follow these profit cycles closely.
“The market could swing wildly with companies like Alphabet, Amazon, Meta, and Microsoft calling out investors, capex plans, free cash flow projections, and gains from artificial intelligence,” Kyle Rodda, senior market analyst at Capital.com, told BeInCrypto.
A January sell-off at Microsoft on AI capex concerns briefly pushed Bitcoin to nearly $83,460. Now the two narratives move together more often.
“Microsoft – $440 billion in one day. Second biggest single stock loss ever… Blame crypto for volatility. Meanwhile: MSFT loses 22x in 24 hours. This is Multi-Asset Deleveraging: Technology (MSFT -11%) Metals (Gold -13%, Silver -15%) Cryptocurrencies (BTC -5%) Everything Sells Off,” He said One analyst at the time.
AI-themed tokens, including Bittensor (TAO), Render (RNDR), and Fetch.ai (FET) often Tracking emotions in the broader AI complex.
A steady Fed combined with strong AI guidance and clean cloud rhythms should support risk appetite. Bitcoin can regain its recent range, He will likely break out and hold over $80,000.
Disappointing capital comments or hawkish surprises could lead to rapid cannibalization in both stocks and the AI-powered altcoin pool.
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