In approximately 90 minutes (~1:30 PM PT), Alphabet reports Q2 2026 earnings — the first opportunity to resolve E0-014 in Kimi K3,s sealed 20-year AI progress scenario. The claim: combined capex guidance of Microsoft/Google/Amazon/Meta is raised at least once during H2 2026. Alphabet,s current FY2026 guidance is $180-190B. A raise above that range = CORRECT, making it the 16th provisional correct and pushing the score to 51/78. No raise or guidance maintained = first verified WRONG, a significant calibration event. Meta reports July 29 ($145B guide), Amazon July 30, Microsoft July 29. Alphabet is the first megacap to report — the resolution cascade begins today.