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:
00:00:00 Bloomberg Surveillance starts
02:48 AI Trade, Samsung Earnings & Memory Stocks — Julian Emanuel, Evercore
18:32 Geopolitics, Defense Stocks & Market Risks — Julian Emanuel, Evercore
32:13 AI Memory, Samsung & HBM Demand — Matt Bryson, Wedbush
40:27 AI Profits, ROI & Market Valuations — Torsten Sløk, Apollo
50:55 AI CapEx, Big Tech & Earnings — Stuart Kaiser, Citi
01:06:06 NATO, Europe & Defense Spending — Jon Lieber, Eurasia Group
01:17:08 Consumer Spending, Inflation & Walmart Prices — Michelle Meyer, Mastercard
01:25:57 NATO, Ukraine & Defense Spending — Ulf Kristersson, Swedish Prime Minister
01:39:11 AI CapEx, Tech Rotation & Earnings — Keith Lerner, Truist
01:53:14 AI Memory, SK Hynix & Chip Demand — Ted Mortonson, Baird
02:05:53 Fed Outlook, Treasury Yields & Rate Hikes — Collin Martin, Charles Schwab
02:16:31 SpaceX Valuation & AI Infrastructure — Nicolas Owens, Morningstar
——–
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