▶ 8:50 · $GRAB · Grab CFO highlights resilient Southeast Asia demand and accelerating grocery delivery

episode briefing

Palantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/2026

2026-08-04 · 5 company · 15 thematic

sentiment

5 bull0 bear0 neu

speakers

Covers aerospace, defense, and software companies including Palantir. Reiterated buy rating with $255 price target on Palantir.

peter hui

CFO of Southeast Asian super app Grab. Discussed Q2 earnings showing resilient ride/delivery demand and 54% grocery transaction growth.

celine wu

Manages AI/robotics-focused portfolio. Sees hyperscaler earnings validating AI capex supercycle, with inference shift benefiting AMD and TSMC capex signaling multi-year visibility.

emma palmer

Covers Tiger Cub funds including Coatue, Viking, Lone Pine. Reported on Coatue's July drawdown from concentrated AI positions while maintaining supercycle thesis.

quote

“We saw our rides grow at 28% on a year over year basis. One of the highs that we've seen and we saw so our on demand business, both on food and delivery, also on demand GMV grew up 21%. So it was a very robust, very resilient Asean economy.”

—peter hui

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