Bloomberg’s Ed Ludlow breaks down Palantir’s blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:42 – Mariana Perez Mora, BofA Securities, Aerospace & Defense Analyst
00:08:21 – Peter Oey, Grab CFO
00:13:19 – Bloomberg’s Dana Wollman on Apple Exceeding $10B in Annual Sales in India
00:16:40 – Talking Tech with Yahaira Anand
00:18:11 – Bloomberg’s Mike Shepard Discusses AI Tensions Ahead of Trump-Xi Meeting
00:23:33 – Carmen Reinicke Talks Tech Stocks
00:25:19 – Celine Woo, Lazard Asset Management Portfolio Manager
00:31:38 – Nikesh Arora, Palo Alto Network CEO
00:40:30 – Bloomberg’s Hema Parmar Discusses Coatue’s Hedge Funds Having its Worst Month in Over a Year
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Coatue Management’s hedge fund plunged 8.3% last month, marking the latest tech-focused money manager to be whipsawed after a sharp selloff in AI stocks, though sources say the fund is still up 14.3% year-to-date. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
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Palo Alto Networks is launching a new AI-powered cybersecurity platform designed to help organizations detect vulnerabilities and deploy protections in hours instead of weeks. CEO Nikesh Arora discusses how AI is reshaping both cyberattacks and cyber defense and why he believes enterprises will eventually dedicate as much as 15% of operating expenses to AI. He joins Ed Ludlow on “Bloomberg Tech.”
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