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.

Chapters:
00:00 Middle East Escalation, AI Earnings u0026 Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade u0026 Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz u0026 Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization u0026 Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers u0026 Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute u0026 Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress u0026 Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings u0026 Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham's First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets u0026 Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini u0026 AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation u0026 Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning u0026 Tech Risks — Ozan Tarman, Deutsche Bank
——–
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

Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9

Follow Bloomberg for business news u0026 analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com

Follow Surveillance on X at: https://twitter.com/bsurveillance

Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/