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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@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