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 Nvidia Turmoil, AI Reckoning and Inflation Ahead
04:38 Semiconductor Earnings Sugar Rush Likely to Fade — Grace Peters, JPMorgan Private Bank
17:07 Huang Scandal Could Shift US Chip Export Policy — Jon Lieber, Eurasia Group
29:46 AI Financing Demand Remains Strong — Dominique Toublan, Barclays
41:20 2027 Will Be ‘Less Dollar-Friendly’ — Kit Juckes, Societe Generale
53:59 Nvidia Adds ‘Huge Element of Surprise’ to AI Trade — Sarah Hunt, Alpine Saxon Woods
1:06:37 What Nvidia Probe Could Mean for US-China Chip Sales — Leland Miller, China Beige Book
1:16:49 Anthropic IPO Could Put AI Demand to the Test — Matt Witheiler, Wellington Management
1:29:06 Blue Sweep Could Stretch Out $7 Trillion AI Buildout — Oksana Aronov, JPMorgan Asset Management
1:41:26 AI Theme Intact, But Market Cycle Has Changed — Liz Thomas, SoFi
1:52:45 An AI Bust May Not Cause a Crisis — William Dudley, Fmr. NY Fed President
2:05:47 Inflation Is Too High, But Labor Market Isn’t Overheating — Seth Carpenter, Morgan Stanley
2:17:17 AI Isn’t the Only Earnings Growth Story — Mike Contopoulos, Janus Henderson Investors
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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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