Josh Gilbert

speaker

337 appearances 3 recordings 1 series first heard Apr 2026 last heard 27 Jul

Josh Gilbert’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.

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FEAR & GREED | Business News · Q+A: Big Tech's AI spending is about to be tested · 27 Jul 2026 podcast

And I think actually Apple is going to be a really interesting one to keep an eye on as well because it's up.

almost sort of, you know, 15, 20% since its last earnings.

And it's probably one of those sort of mag seven names that's not writing huge AI CapEx checks.

So I think that's one, you know, the market is sort of, you know, quite liking and that's gone completely the other way, right?

Because Apple haven't really had this sort of clear AI strategy and the market punished it for it.

Now it's not sort of telling us, you know, it's spending hundreds of billions of dollars on AI.

Investors are like, okay, maybe there's a bit of a safety net there that they're not spending all this money.

Yeah, so that record number of vehicles sold came from a place of having to basically cut prices to drive volumes.

And that came straight from its bottom line.

So yes, revenue was ahead of expectations because of those record deliveries, but earnings were well short, operating income was down over sort of 50%.

So what we're ultimately seeing is Tesla prioritized volume over profitability.

You know, it's competition intensified and that means it's having an effect on margins.

But as you say, Musk isn't sort of being, you know, or shying away or afraid from opening the wallet.

And I think that's the big part of that.

CapEx doubled, free cash flow also turned negative, a bit like Alphabet.

But it's coming from a place, again, $43 billion sitting on the balance sheet.

so they can afford to keep spending on the future.

But I think that's the question mark is that they are spending on the future and maybe not right now.

Well, I think that is the worry.

And I think that's why the market didn't like the result last week was ultimately because you're spending on that future expectation.

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