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 Trade Rebounds, Nvidia Scrutiny and Hawkish Fed
05:13 Nvidia Is Core Part of AI Basket of Stocks — Julian Emanuel, Evercore ISI
15:39 Congress Threatens Huang Subpoena Over Nvidia — Tyler Kendall
18:44 Tech Can Weather a Jensen Huang Exit — Julian Emanuel, Evercore ISI
30:44 AI Adoption Is Still Accelerating — Daniel Newman, The Futurum Group
41:49 Fed Rate Hikes Won’t Solve Today’s Inflation — David Malpass, Fmr. World Bank President
53:31 This Is Not the End of the AI Trade — Seema Shah, Principal Asset Management
1:05:51 Nvidia Scandal Could Spur Tighter Chip Controls — Jeannette Lowe, Baird Strategas
1:18:15 $440 Billion of AI CapEx Could Be Debt-Financed — Amanda Lynam, Goldman Sachs
1:29:03 Anthropic IPO Could Open Door for More AI Listings — Anurag Rana
1:40:20 50 Bps Fed Hike Would Be Premature — Phil Orlando, Federated Hermes
1:52:20 Can’t Imagine Nvidia Without Jensen Huang — Jay Goldberg, Seaport
2:06:02 60/40 Portfolio Doesn’t Work Like It Used To — Abby Yoder, JPMorgan Private Bank
2:15:22 Huang Likely to Remain Nvidia CEO — David Rubenstein, The Carlyle Group
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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.
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