Bloomberg Technology
AI Spending Is Still Justified, Says Lazard
Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth.…
Bloomberg Technology
Palantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/2026
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:…
Bloomberg Technology
Coatue’s Hedge Fund Sees Worst Drop in More Than a Year
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.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch…
Bloomberg Technology
How Palo Alto Wants AI to Patch Cyber Threats in Hours
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…
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@stephenalonso-u7n
August 4, 2026 at 3:22 pm
If Exovim keeps building like this, it could have a huge launch.
@ivorbhojwani
August 4, 2026 at 3:22 pm
I’ve stopped buying every dip on the big coins, good presales have treated me much better, and Exovim is the one I’m watching.
@maureenkozlowski-b7c
August 4, 2026 at 3:25 pm
Glad I found Exovim early instead of chasing it later.
@mMorPG13
August 4, 2026 at 4:34 pm
BULLSHIT !! TSMC has no visibility on demand. TSMC got fk on fake demand during 2020-2021 orders piling up which then got cancelled.
@linkbrockman1010
August 4, 2026 at 7:14 pm
Yah ..where..what companies are making money from ai…have her name one …the small amount of companies even using ai that’s even available are not seeing a return on investment or efficiency gains that are even measurable….they may be better for some but Ai only offers small task automation or efficiency to majority of companies by percentage……..do you see it when you go anywhere…no…..the hyperscalers main customers are llms which lose billions….rest is cloud storage and streaming….those companies also cheat by counting stock gains from companies they do deals with as income…..