Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance."
Chapters:
00:00 AI IPO Stress, Big Tech Earnings and GM Results
04:28 AI Benefits Will Broaden Beyond Tech — Angelo Kourkafas, Edward Jones
16:49 Texas Election Could Be a ‘Category Five’ AI Risk — Ed Mills, Raymond James
26:20 GM Narrows Outlook, Unveils $20 Billion Buyback
30:06 2027 Will Test Premium Airline Demand — Tom Fitzgerald, TD Cowen
40:56 France’s Lack of Fiscal Anchor Is a Market Concern — Jens Nordvig, Vanda
52:54 US Heading for a Slowdown, Not a Recession — Victoria Fernandez, Crossmark Global Investments
1:05:31 Democrats Could Gain Leverage on Affordability — Jeannette Lowe, Baird Strategas
1:17:37 RBC Weighs Blocking Meta’s AI Agent Muse — Dave McKay, RBC
1:29:03 GM Buyback Reflects Confidence in Cash Flow — Paul Jacobson, General Motors
1:39:30 Higher Rates Raise the Stakes for the Tech Trade — Brent Schutte, Northwestern Mutual
1:52:47 AI Compute Could Be SpaceX’s Biggest Growth Lever — Paul Golding, Macquarie
2:05:04 Housing Weakness Isn’t Enough to Stop Fed Hikes — Matt Luzzetti, Deutsche Bank
2:17:12 Energy Is Becoming Investable Again — Sarah Hunt, Alpine Saxon Woods
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
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Annmarie Hordern: https://twitter.com/annmarie
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