Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
Meta Delivers Lackluster Forecast & Microsoft's Cloud Unit Grows | Bloomberg Businessweek
Posted
July 29, 2026
Views
793
Likes
7
Engagement
0.88%
July 29, 2026
793
7
0.88%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Episode Timeline
Every episode in order around the one you’re watching — click any card and the page flips straight to it.
54:47Now PlayingThe people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube().
Meta Platforms gave a disappointing current-quarter revenue forecast, intensifying investor concerns about the company’s unprecedented spending on artificial intelligence.
The social media giant said third-quarter revenue will be $61 billion to $64 billion, with the midline of that range below the average analyst estimate of $63.2 billion, according to data compiled by Bloomberg. Meta relies on its advertising business to finance its expensive bets on AI products and infrastructure, including data centers and AI-powered glasses.
Investors have questioned how Meta will ultimately recoup its AI investments, and balked earlier this year when Chief Executive Officer Mark Zuckerberg increased projected spending to as much as $145 billion. Meta on Wednesday narrowed its full-year capital expenditure forecast to $130 billion to $145 billion, slightly lifting the bottom end from a previous projection of $125 billion to $145 billion.
On this episode, Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech Host
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Kurt Wagner, Bloomberg News Senior Technology Reporter
See omnystudio.com/listener () for privacy information.
Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.
Subscribe to Bloomberg Podcasts
Listen to more of Bloomberg Businessweek
#Bloomberg #Podcast #News #Businessweek
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
