# Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors Page: https://stenobird.com/podcast/the-rundown-6758831/tesla-tanks-as-ai-gamble-gets-pricier-alphabet-s-capex-spending-rattles-investors Text version: https://stenobird.com/podcast/the-rundown-6758831/tesla-tanks-as-ai-gamble-gets-pricier-alphabet-s-capex-spending-rattles-investors.md Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831) Published: 2026-07-23T14:57:48+00:00 Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Tesla-Tanks-As-AI-Gamble-Gets-Pricier--Alphabets-CapEx-Spending-Rattles-Investors-e3mesiv Audio file: https://traffic.megaphone.fm/APO1418417505.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/tesla-tanks-as-ai-gamble-gets-pricier-alphabet-s-capex-spending-rattles-investors Duration seconds: 656 ## Resource Market update for Thursday July 23, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Oil prices are surging toward $100 and why bond yields are rising Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall Street Tesla's car sales are back, but profits fall and cash flow went negative ServiceNow’s jumps on strong growth IBM is still struggling after its brutal earnings warning Fun fact: The Japanese yen just fell to its weakest level in roughly 40 years ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/tesla-tanks-as-ai-gamble-gets-pricier-alphabet-s-capex-spending-rattles-investors/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/tesla-tanks-as-ai-gamble-gets-pricier-alphabet-s-capex-spending-rattles-investors.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.