On today’s Big Take podcast, Bloomberg’s Enda Curran joins host David Gura to talk about Kevin Warsh’s first Federal Reserve meeting as chairman and his missing forecast on the dot plot. Listen wherever you get your podcasts.
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Delta Air Lines Inc. reaffirmed its full-year profit guidance and said strong demand for premium, corporate and international travel helped offset the highest quarterly fuel expense in its history, Stephen Trent, president and founder of SDT Capital Advisors, says the earnings and guidance were solid and shows the carrier surprised some on Wall Street. He speaks on “Bloomberg Surveillance.”
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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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Why is Reform UK leader Nigel Farage resigning right now? Lucy White explains.
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:24 – Oil climbs as geopolitical risks intensify
00:07:03 – Temasek’s Rohit Sipahimalani on AI opportunities across US and China
00:09:09 – Rohit Sipahimalani on froth in AI valuations and importance of diversification
00:14:36 – Nomura’s Julia Wang on fragile US-Iran peace dynamics
00:19:41 – Julia Wang on AI investment approaches amid geopolitical uncertainty
00:22:09 – Oil rises as US hits Iran, stocks lose momentum
00:23:31 – Modi in Melbourne to discuss energy, rally Indian diaspora
00:25:45 – Rising global support for right-leaning parties amid economic anxiety
00:30:43 – CT Group’s Sir Lynton Crosby on populism and voter distrust
00:34:18 – Sir Lynton Crosby on election strategies and geopolitical uncertainty
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