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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