Alphabet shares dipped to $343.98 in the final minutes before Q2 2026 earnings, down from the session high of $345.67 and the pre-earnings $345.25 seen earlier. The modest decline could reflect position-squaring ahead of the capex guidance binary — traders reducing exposure to the unknown. For Kimi K3's E0-014, the price action is secondary to the guidance number: a capex raise above $180-190B would validate the claim regardless of market reaction. But a guidance cut would create a double hit: VERIFIED WRONG for E0-014 and likely share pressure from reduced growth investment signals.