Australia Financial

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.

Short-sellers are making a massive bet against SpaceX. Bob Sloan S3 Partners Founder & Managing Partner calls it one of the frothiest trades the market has ever seen. He joins Bloomberg Open Interest to explain why bears are already billions of dollars ahead, what could trigger a short squeeze, and whether the broader market is finally losing its speculative excess.

Phantom Space CEO Jim Cantrell explains why SpaceX earnings matter far beyond one company. He argues that space startups must remain frugal, secure real contracts, and focus on profitability and says SpaceX is evolving into something closer to a nation-state than a traditional competitor.

FTSE Russell's Indrani De joins Bloomberg Open Interest to explain why the AI boom is spreading into small caps, banks and industrial stocks. She warns that massive capital spending is making markets more vulnerable to higher rates and volatility. She also highlights a growing divide between resilient wealthy consumers and stressed lower-income households.

Hopes of a new deal between Iran and the US are rising. Qatar says a proposal has been drafted. Treasury Secretary Scott Bessent says there could a deal Tuesday or Wednesday to open the Strait of Hormuz. Bloomberg's Jeff Mason has more.

Goldman Sachs' chief credit strategist Amanda Lynam says today's credit-market pressure is about dispersion, not widespread disruption. She joined Bloomberg Open Interest to explain why software borrowers face growing maturity risks, which private-credit warning signs matter most and how debt markets could help finance the massive AI buildout.