Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
Bloomberg Tech
Bloomberg
4.4 • 70 Ratings
🗓️ 3 February 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:11.8 | Bloomberg Tech is live from coast to coast, with Caroline Hyde in New York and Ed Lovlo in San Francisco. |
| 0:22.6 | This is Bloomberg Tech. |
| 0:24.0 | Coming up, Palantir shares rising after the company exceeded Wall Street expectations with its |
| 0:29.4 | revenue forecast. |
| 0:30.6 | We break it down. |
| 0:31.3 | Plus Disney Parks Chief Josh DeMorrow will succeed Bob Iger as CEO. |
| 0:36.5 | Our conversation with Disney chairman, James G Gorman about the news later this hour. |
| 0:40.5 | And it's official. |
| 0:42.2 | Elon Musk is combining SpaceX and XAI in a deal valuing the merged entity at a whopping $1.25 trillion. |
| 0:51.5 | And their private valuations, let's go to the public once right now, Ed, because we're back to the normal state of play. Stocks are down, bonds are down, dollar is down, crypto's down. I'm looking at 9 tenths percent lower on the NASDAQ 100. Exiety abound when it comes to software stocks, when it comes to the implications of Anthropics' latest design in the legal sphere. We've got a lot of pressure to be digging into, but we're also seeing Bitcoin off by another 6 tenths of a percent. Seventy-seven thousand nine hundred is where we trade thus far. Look, the moon music just turning a little bit sour on risk assets. What are you looking at? I'm looking at Palantir and the earnings story. The stock up about four percent right now. At one point in the session, it had been up almost 12%. |
| 1:30.0 | It's all about its outlook for fiscal 26. Revenues will be about $7.19 billion. That's almost |
| 1:36.8 | a billion dollars ahead of consensus estimates for what Wall Street expected from Palantir this year. |
| 1:43.1 | There is a lot inside of that. |
| 1:44.7 | Let's get the latest. |
| 1:45.8 | Greg Moscovitz, Missouri, managing director. |
| 1:48.1 | They remain neutral on the stock with a revised price target of $195 down from $205. |
| 1:56.2 | Welcome to the program, Greg. |
| 1:58.0 | Interesting, right? |
| 1:59.3 | You know, this outlook for fiscal 26, the forecast, |
| 2:03.2 | it projects continued growth and confidence, not at the same rate they saw quarter in quarter. |
| 2:08.5 | You've trimmed your expectations on the stock a little bit. Why? Well, first of all, thank you very |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.