▶ 2:18 · $TSLA · AI Spending Takes Center Stage in Big Tech Earnings | Bloomberg Tech 7/23/2026

episode briefing

AI Spending Takes Center Stage in Big Tech Earnings | Bloomberg Tech 7/23/2026

2026-07-23 · 8 company · 14 thematic

sentiment

7 bull0 bear1 neu

speakers

Ivan is COO of Tigris Financial Partners, providing investment analysis on tech stocks like Tesla and AI infrastructure.

amnon shashua

Amnon Shashua founded Mobileye and led it for 27 years, now transitioning to Chairman to focus on long-horizon AI and robotics technology.

arvind krishna

Arvind Krishna has spent 35+ years at IBM, becoming CEO in 2020. He orchestrated the company's pivot to hybrid cloud and AI, including the $34B Red Hat acquisition and spin-off of Kyndryl. He holds a PhD and 15 patents.

eric sheridan

Eric Sheridan leads Goldman Sachs' TMT research and provides investment analysis on Alphabet and AI capex trends.

ian king

Ian King covers semiconductors for Bloomberg, reporting on Intel's foundry turnaround and earnings.

quote

“TESLA HAS NEVER BEEN A CAR STORY, ALWAYS A TECHNOLOGY COMPANY STORY AND AI STORY. WALL STREET HAS TO CONTINUE TO GO BACK AND FORTH WITH EVALUATING THAT. THE UPCOMING DRIVERS FOR THE COMPANY ARE ITS AUTONOMOUS TECHNOLOGY, ITS ROBOTAXI, THE…”

—ivan

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