FEAR & GREED | Business News Q+A: Of the tech giants, these two impressed most
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Nov 3, 2025 Josh Gilbert, a market analyst at eToro, dives into the recent earnings triumphs of tech giants like Alphabet and Amazon, highlighting their impressive performance driven by advertising and cloud services. He contrasts AI capital spending as a risk versus a need, especially in relation to Tesla's ambitious but challenging AI goals. Gilbert also discusses Apple’s reliance on iPhone sales amid uncertainties around its AI strategy. His insights reveal the dynamic landscape of technology investing and what it means for retail investors.
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AI Spending Is Necessary, Not Luxury
- Big tech companies are translating AI investments into real revenue and growing at scale.
- They are spending heavily on infrastructure because meeting demand is essential, not optional.
Capex Reflects Real Demand, Not Just Hype
- Investors worry capex might be excessive, but Microsoft shows capex tied to actual demand and contracts.
- Cloud backlogs like Alphabet's $155 billion indicate sustained multi-year demand.
Evaluate Tesla By Its Self‑Driving Potential
- Watch Tesla's path to full self-driving as the key growth engine rather than current car sales.
- Consider Tesla's increasing AI and robotics focus when evaluating its future upside.