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."
Cuy Sheffield, Head of Crypto at Visa, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." They discuss that Visa has unveiled it's own stablecoin platform. It's designed to let financial firms issue, move and manage stablecoins.
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. She joins Ed Ludlow on "Bloomberg Tech."
American Petroleum Institute President and CEO Mike Sommers says higher energy prices now mean investments in future production. Speaking on "Balance of Power," Sommers also says the US should be building more refineries and permitting reform should be a priority for lawmakers.
Ophelia Snyder, co-founder of 21Shares, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." They discuss how Bitcoin miners are pivoting towards becoming AI infrastructure companies. They also discuss how the crypto market is undervaluing early stablecoin implementations results.
Palantir's commercial AI business continues to accelerate as customers deepen their use of the company's software platform. Bank of America Securities aerospace and defense analyst Mariana Perez Mora explains why she believes Palantir is still in the early stages of monetizing AI, how its outcome-based pricing model is driving customer adoption, and why she sees further upside despite the stock's strong run. She joins Ed Ludlow on "Bloomberg Tech."
Bloomberg's Lauren Tara LaCapra joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Hackers have absconded with more than $100 million worth of Bitcoin from thousands of supposedly secure accounts in recent days, setting up another scandal for investors who have been repeatedly preyed upon by thieves in the sector.
Summer Mersinger, CEO of Blockchain Association and former CFTC Commissioner, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." A dispute over who should police new ethics standards is muddying the path forward for a landmark proposal to regulate cryptocurrency. They also discuss the legislative calendar limiting the potential passage of the Clarity Act this year.
Evgeny Gaevoy, Co-Founder and CEO of Wintermute, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." They discuss greater institutional participation in crypto markets. Wintermute just released its annual report on OTC flows, and it shows trades from institutions surging.
Caterpillar Inc. surged after the company crushed Wall Street's second-quarter expectations and raised its sales outlook, easing concerns that demand for power-generation equipment used in data centers was beginning to cool. Bloomberg's Chris Ciolino joins to discuss.
McDonald's Corp. named a new US president to bring "focus and urgency" to its home market, after the fast-food chain posted its slowest growth in over a year. Bloomberg's Michael Halen joins to discuss this as well as how Taco Bell's parent company, Yum! Brands, was in touch with Michigan health authorities about a parasitic outbreak in early July, weeks before the company officially alerted consumers.
Palantir Technologies jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as "otherworldly." Bloomberg's Mandeep Singh joins to discuss this as well as how Anthropic has struck a deal for computing capacity from Volta Infra Holdings Ltd., a months-old infrastructure startup, to keep pace with demand for its products.
