According to @StockMKTNewz, traders are weighing Nvidia (NVDA), Apple (AAPL), Alphabet/Google (GOOGL), and Microsoft (MSFT) as the top mega-cap AI plays, a matchup that often drives cross-asset flows, source: @StockMKTNewz on X. These four names together accounted for a large share of the S&P 500’s market cap in 2024, meaning outsized moves can shift risk appetite and spill over to BTC and ETH via the positive equity–crypto co-movement documented since 2020, source: S&P Dow Jones Indices 2024 index weight data; International Monetary Fund (IMF) 2022 research on rising crypto–equity correlations. For NVDA, record data center AI demand has been the primary earnings driver in FY2025 results, reinforcing semiconductor momentum that can sway broader risk assets, source: NVIDIA Q2 FY2025 press release and investor materials (Aug 2024). MSFT and GOOGL have highlighted multibillion-dollar AI infrastructure capex supporting Azure and Google Cloud growth, sustaining the AI build-out that informs tech-beta trades and AI-linked token narratives, source: Microsoft FY2024 10-K and Q4 FY2024 earnings call; Alphabet Q2 2024 results and capex disclosures. AAPL’s relative tilt toward hardware-installed base and Services cash flow, with less direct generative AI monetization as of 2024, can make its AI-beta lower versus NVDA/MSFT and influence rotation among AI-sensitive equities and crypto beta, source: Apple FY2024 10-K and FY2024 quarterly results.