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 Reckoning, Hot Inflation and AI Trade Reset
05:18 Smuggled Nvidia Chips Raise New China Questions — Tom Mackenzie
08:31 Ives Cuts Nvidia Price Target, Stays Bullish Post-Huang — Dan Ives, Yorkville Ives & Co
18:46 China Chip Controls Likely to Tighten — Kate Kalutkiewicz, Fmr. White House Trade Official
29:53 AI Stocks Oversold, But Leadership Has Moved On — Chris Verrone, Baird Strategas
40:39 Ian Buck Is Favorite to Succeed Jensen Huang — Doug Clinton, Deepwater Asset Management
53:26 Owning Duration Makes Sense After Bond Selloff — Priya Misra, JPMorgan Asset Management
1:06:17 Nvidia Scandal Will Keep Washington Investigating — Marc Short, Fmr. Chief of Staff to VP Pence
1:18:04 Broad Market Can Thrive Without Nvidia Leading — Kevin Gordon, Charles Schwab
1:30:13 Nvidia’s Next CEO Must Navigate Washington — Jim Secreto, Narrative Strategies
1:41:10 AI Fundamentals Remain Intact Despite Nvidia Fallout — Michelle Weaver, Morgan Stanley
1:52:48 Nvidia’s $500 Billion AI Backstop Could Freeze — Gil Luria, DA Davidson
2:01:03 US Wholesale Inflation Climbs to Fastest Pace Since 2022
2:03:25 Supply Shocks Are Becoming Inflation’s New Normal — Nela Richardson, ADP
2:08:27 50 Bps Fed Hike Is Likely Off the Table — Tracie McMillion, Wells Fargo Investment Institute
2:16:36 Coons: Lutnick ‘Let America Down’ on Nvidia — Sen. Chris Coons, (D) Delaware
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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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