▶ 19:12 · $MBLY · Mobileye CEO says robotaxi commercial deployment by year-end; company uniquely spans autonomous cars and humanoid robotics

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

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

“MOBILEYE IS ONE OF THE FEW REALLY FEW COMPANIES IN THE PHYSICAL AI SPACE THAT DOES BOTH AUTONOMOUS CARS AND HUMANOID ROBOTICS. THIS IS REALLY HUGE AND THERE ARE LOTS OF TECHNOLOGY IDEAS GOING FORWARD AND THAT IS WHAT I WANT TO FOCUS ON. ..…”

—amnon shashua

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