Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
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 — 24 in all, peaking in Jan 2026 with 10.
Appearances
Are investors on board with him spending this much money?
Bloomberg's Hannah Miller.
Follow those results on Bloomberg TV and radio as soon as they come out after the bell today.
Well, another company that we are watching, CoreWeave, shares of the cloud computing firm fell 22% last week.
This amid a broader pullback in the AI trade.
Now investors are watching its results closely as concerns grow over heavy spending by CoreWeave's customers.
Bloomberg's Dina Bass joins us now with more.
The 22 percent decline in shares last week, the concern about this idea of some circular financing, the small number of customers that CoreWeave has that really account for a majority of its revenue.
What's the thing that investors are watching most closely for with today's results, Dina?
As you said, it's the spending and what they say about it.
It's not just spending by CoreWeave's customers.
It's spending by CoreWeave itself and sort of the debt financing, the debt that they're taking on to do that.
You know, across the board on some of these companies, investors are sort of betwixt in between.
On the one hand, they want to see spending because it's a solid demand signal.
If companies are spending to expand data centers, it means that they think that they're getting more AI business in the door.
When they stop spending, investors are going to worry that that's slowing down.
On the other hand, investors are also worried that all of that spending just costs a lot of money.
And what's the return?
When do you start making that back?
And so I think for CoreWeave, there's going to be a look at what they're saying about demand signals, what they're saying about deals that they've signed, about...
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