According to @StockMarketNerd, Meta (META) has agreed to a 10B cloud contract with Google (GOOGL), source: @StockMarketNerd on X, Aug 22, 2025. If accurate per @StockMarketNerd, traders can infer higher multi-year cloud spend at META and improved backlog and revenue visibility for Google Cloud, key near-term stock drivers, source: @StockMarketNerd. On this report from @StockMarketNerd, equity traders may watch META for capex and operating margin sensitivity and GOOGL for cloud margin mix and guidance risk while monitoring volume, gaps, and options flow into the next session, source: @StockMarketNerd. On the same catalyst reported by @StockMarketNerd, crypto market participants may track potential AI-infrastructure sentiment spillover that can sway risk appetite in AI-linked narratives, source: @StockMarketNerd.