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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Earnings Roundup: Meta, Microsoft & Qualcomm · 29 Jul 2026 podcast

Um Mandeep, come on back in.

Anything in terms of ARM or Qualcomm that's that's of note for you.

Our right through on ARM noting royalties from those products, data centers specifically, more than doubling from a year earlier, and the appetite for a new chip lineup is greater than anticipated.

This is coming uh from the company's CEO, ARM Holdings.

Bloomberg Tech · Instant Reaction: Intel's Revenue Shatters Wall Street Estimates · 23 Jul 2026 podcast

Yeah, Chief Executive Officer Liputan saying the CPU is taking off in data centers.

All right, let's get to it.

Back with us is, of course, Mandeep Singh with our Bloomberg Intelligence team.

He oversees tech research here, global tech research for our intelligence team.

This looks like a really strong report.

Is it?

So how do you make sense whether or not

I think it's

early

to get there?

So what...

To Tim's question or Tim's point, Mandeep, like what is, again, the role of Intel in the future in the world of semiconductors?

There's still value there.

There's still a good business there.

So who's their biggest competitor then in that particular universe?

AMD.

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