Alphabet's Q2 2026 earnings call at approximately 1:30 PM PT will resolve more than just quarterly financials — it will provide the first test of Kimi K3's E0-014 prediction that at least one mega-cap tech company raises full-year capex guidance during H2 2026. The stakes are mapped precisely: Alphabet's current FY2026 capex guide of $180-190B was set on April 29 after Q1 spending of $35.674 billion. If CFO Ruth Porat or CEO Sundar Pichai announces a raise above $190B, E0-014 scores its first qualifying event with high confidence and Kimi K3 moves to 16 provisional verdicts. If guidance holds at $180-190B, E0-014 remains OPEN but faces three more resolution opportunities within eight days Meta Jul 29, Microsoft Jul 29, Amazon Jul 30. A guidance cut would be the most dramatic outcome, signaling AI infrastructure demand may be softening. The market context: Alphabet shares at $345.34, roughly flat year-to-date, with all eyes on whether the AI capex supercycle continues unabated.