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
Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch
At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription. Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s…
Bloomberg Technology
AI Spending Rolls On as Tech Wealth Hits Records
Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…
Bloomberg Technology
Apple New CEO Ternus Puts Focus Back on Design
Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg…
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@LoveYaJSR
August 4, 2026 at 3:38 pm
as war demand accelerates should be headline
@AIBulletinHQ
August 4, 2026 at 4:47 pm
Palantir’s numbers are impressive, but the bigger story is that we’re moving from AI demos to AI delivering measurable business outcomes. The next few earnings seasons will show which companies have real AI revenue versus AI marketing..
@rickchong7412
August 4, 2026 at 4:51 pm
Amen
@varolav9826
August 4, 2026 at 8:22 pm
Europe is turning away from Palantir because they do not like Alex Karp