Ryan Vestelica

speaker

483 appearances 21 recordings 1 series first heard Nov 2025 last heard 28 Aug

Ryan Vestelica’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 — 21 in all, peaking in Jul 2026 with 7.

Appearances

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Bloomberg Tech · Amazon Soars, Apple Struggles, AI Faces New Scrutiny · 31 Jul 2026 podcast

I think people wrote sort of reassessing their outlooks, uh following the strong results from their cloud business, even in the face of higher spending.

Bloomberg Tech · AI Winners and Losers Emerge · 30 Jul 2026 podcast

Yeah, exactly. voice-verified

I would say that's very much the case right now. voice-verified

I have a couple people describing this really as sort of an elastic band market, where it's really stretched in one direction, and when you get a snapback, it can be extremely volatile going back on the other side. voice-verified

That said, there were a lot of positives, especially in Microsoft's results last night. voice-verified

Very strong cloud growth, very strong adoption of Copilot, voice-verified

and it had some positive comments on CapEx, which really, I think, threaded the needle because they continued to spend, which is positive for the chip space, but it really felt like they did a good job of helping to justify all the spending they're doing. voice-verified

They talked about how a lot of its data center buildings would be useful for 10 years or so. voice-verified

So eventually we are gonna see this maybe taper off a little bit, but I think today at least it's positive for the chip space, and it was also positive for Microsoft justifying its own strategy. voice-verified

Very curious to see what Amazon has to say about CapEx and how the market receives that. voice-verified

Amazon is another company where I'd say there's a lot of optimism that all of this spending is going to pay off, especially as they talk about using AI in its warehouses and for logistics and things like that. voice-verified

That's a very clear way of seeing how all of the spending can translate to improved efficiency, improved profits. voice-verified

And because you have AWS, which remains the leader in cloud, I think people are expecting a pretty good read there. voice-verified

So that could be another sort of read more in the vein of Microsoft as opposed to Meta, which had a disappointing revenue forecast, making it harder to sort of justify all this spending. voice-verified

It's also continuing to spend a lot. voice-verified

That's why you're seeing that stock really pull back today. voice-verified

Yeah, exactly. voice-verified

I think if you look at a lot of the major themes that have been in the market this year, at least as it pertains to tech, Apple is really separate from all of them. voice-verified

So if you are concerned about the level of AI spending, Apple's not doing that AI spending. voice-verified

If you're concerned about AI disrupting software, it's not disrupting, Apple doesn't really fall into that category either. voice-verified

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