Tim Stenovec
speaker
570 appearances
10 recordings
1 series
first heard Apr 2026
last heard 30 Jul
Tim Stenovec’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.
Appearances
Which you kinda wanna get, right?
When a company's spending and building and doing all of this, the the more um information, the more transparency, that's helpful, big time.
Right, right.
I and I want to just throw one other headline that crossed the Bloomberg Meta saying some youth related trials may result in material loss.
Like we have done uh here are Olivia Carvel and I believe others um on the team have done a lot about social media and the impact on youth, and we know Meta has certainly been one of the targets.
So uh just interesting to get some of that clarity.
Um again, just uh a quick um head.
Headline, meta boosting the low end of its annual capital spending outlook.
And I'm looking at the live blog, too.
And I think Ed this is something that you were going uh to, and this is our Linda Wan, our tech editor.
One thing traders might be reacting to second quarter operating margin thirty-one percent versus forty-three percent a year earlier.
The company's expecting that total expenses of 165 billion to 169 billion, raising the low end from 162 billion previously.
I want to bring into the conversation to our Mandeep Singh, Bloomberg Intelligence, global head of technology research, uh making his way from TV into uh our radio studio.
We're talking about meta.
What's um investors don't like it.
Um, I want to ask both of you, because here we have Meta under pressure, you've got Microsoft though rallying in the aftermarket, um, not uh up as much as it was earlier, but still up about one point four percent.
Um Mandeep, let me bring you back in here.
What is a better tell on the AI spend, the AI narrative?
Like, is it Microsoft in terms of the enthusiasm and the expected momentum to continue?
I mean just look
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