Apple flew under the radar with a big capital shift, Meta stumbled on ad revenue, and Bitcoin finally caught a bounce off $115K.

Let’s get into it:

Apple just moved another $5 billion into R&D and infrastructure in India, a quiet but strategic pivot as China risk rises. Most headlines missed it, but this is the clearest signal yet that Cupertino is building resilience, not just iPhones.

The bigger story? Apple’s now reclassified its entire Southeast Asia unit as a “primary innovation zone.” Translation: production is moving out of China faster than most realize. It’s slow, silent, and extremely Apple.

Meta posted decent top-line growth, but weak ad impressions and underwhelming Reality Labs progress led to a sharp post-earnings dip. Threads engagement is flat. Reels is growing, but slowly. And AI? Still in investment mode, not yet printing profits.

Investors aren’t panicking… but the shine is fading a bit.

After days hovering around $116K, Bitcoin broke higher with conviction for the first time in a week. ETF flows finally ticked upward, and on-chain activity suggests whales are accumulating again.

Meanwhile, Ripple’s XRP slipped another 3% on renewed fears the SEC will classify it as a security under the draft regulatory bill circulating in the Senate.

Apple’s flying quietly but decisively. Meta’s still in “prove it” mode. And crypto? Starting to stir again, just as Wall Street starts looking elsewhere. Momentum shifts fast out here.

Stay sharp.