Jacki Neumann

speaker

292 appearances 6 recordings 1 series first heard Jul 2026 last heard 31 Aug

Jacki Neumann’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 5.

Appearances

newest first · ▶ plays the moment

Shared Lunch · Tech tumbles, Aussie jobs surprise, oil jumps | Market movements · 28 Jul 2026 podcast

Tesla's second quarter revenue beat expectations, but earnings missed and operating income nearly halved.

Heavy capex on AI Compute and the Robotaxi buildout tipped free cash flow negative for the first time in years.

The stock fell around 14% after the result.

Meanwhile, Intel beat expectations, reporting a 25% jump in revenue on the back of strong data centre and AI demand.

Even so, its shares fell too.

Across all these initial results, the read-through for tech is that investors are increasingly sceptical of ballooning capex and are looking for clear evidence that it is translating into returns.

Zooming out, the broader US reporting season is tracking well.

According to FactSet, more than a quarter of S&P 500 companies have now reported second quarter results.

Close to 90% of those companies have beat earnings expectations.

And blended earnings growth is tracking at 38%, well above expectations coming into the season.

On the ASX, energy and utilities traded higher last week, with Santos and Woodside lifted by the oil price spike.

Meanwhile, the ASX tech sector mirrored weakness in the US, with the sector down 6.6% for the week.

Names like Xero, WiseTech and Megaport were among the hardest hit.

In economic news, Australian unemployment held steady at 4.4% in June.

Employment rose by 76,000, which was well ahead of consensus estimates for 15,000.

It's the strongest month for jobs growth in over a year and keeps a rate rise from the RBA on the table for August.

In New Zealand, June quarter CPI came in at 4.1% annually, the highest in two years and a modest upside surprise on the RBNZ's 3.9% forecast.

Higher fuel prices were a major contributor to the uptick in inflation.

Speaking of oil prices, they continue to be driven by the situation in the Middle East.

Brent crude pushed back above $100 a barrel and was up nearly 14% last week.

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