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 AI Slowdown, Oil Shock and Fed Rate Hike
03:44 AI Froth Adds to Earnings Risks — Lori Calvasina, RBC
18:38 Iran Is Exploiting the Houthi ‘Wildcard’ — Col. Wayne Sanders (Ret.)
32:09 US Lead Over China Is Too Small to Slow AI — Greg Allen, Decision Tree Research
43:42 AI CapEx Slowdown Could Push US Into Recession — Jonathan Pingle, UBS Investment Bank
53:12 It’s Time to Tread Water in Stocks — Chris Harvey, CIBC
1:04:56 AI Companies Can Slow Down Without Washington — Jennifer Huddleston, Cato Institute
1:19:50 Lower-Income Wage Growth Is Outpacing the Wealthy — David Tinsley, Bank of America Institute
1:28:19 Bonds Are Making It Clear the Fed Needs to Hike — Matt Hornbach, Morgan Stanley
1:40:44 AI Is an Economic Story, Not an Investment Story — Richard Bernstein, Janus Henderson
1:50:17 Hormuz Oil Flows Will Rise Regardless of Iran — Chris Wright, US Energy Secretary
2:08:38 Cheap Chinese AI Threatens the Growth Story — Sarah Kunst, Cleo Capital
2:19:22 5.5% Treasury Yields Could Challenge the Bull Market — David Stubbs, AlphaCore Wealth Advisory
——–
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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Mark Zuckerberg had a dinner-table ultimatum with his board, which came after months of wrangling over the company’s financing needs and a proposed California wealth tax. Meta will offer a new class of non-voting shares to existing investors, and Zuckerberg will have a special agreement that will give him the ability to sell some of that stock without diluting his majority voting power. Ed Ludlow, Bloomberg Tech Host has the details. Plus, Jackie Reses, co-founder and CEO of Lead on becoming one of a handful of billionaires to buy a bank – and one that’s growing exponentially. Max Levchin, CEO of Affirm on Affirm break down the latest news on his company’s exclusive Buy Now, Pay Later partnership with Sam’s Club. And Nancy Tengler, CEO & CIO, Laffer Tengler Investments reacts to Meta and Tesla earnings.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:01:51 Markets: Chips Plunge & Bond Yields Fall
00:05:10 Meta, Zuckerberg & the AI Spending Boom
00:09:24 Meta’s New Stock Structure & Zuckerberg’s Control
00:15:48 Founder Wealth, Taxes & Voting Power
00:21:15 Lead Bank & the Future of Fintech
00:24:20 How Banking Is Becoming Embedded Everywhere
00:26:10 AI Agents & the Future of Banking
00:30:00 Fintech, Banks & the AI Opportunity
00:34:25 Affirm & Sam’s Club Team Up
00:35:54 Buy Now, Pay Later & Consumer Spending
00:39:05 Affirm vs. Credit Cards
00:43:10 Markets: Tech Stocks & Moderna Slide
00:45:04 Stock Movers: Tesla, Meta & Airlines
——–
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This week, Council on Foreign Relations President Michael Froman breaks down China’s export machine, why twenty years of US pressure hasn’t worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can’t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap.

Chapters:
00:00:00 – China’s Trade Reckoning
00:10:39 – Syracuse’s Second Chance
00:23:44 – North American Fracture
00:35:20 – Humanoids in Healthcare
——–
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Bloomberg’s Mark Niquette says voters who shifted toward Trump in 2024—including young, low-income and Latino voters—are increasingly frustrated with the economy and feel he has not kept his promise to lower prices. He co-wrote The Big Take and reports on “Balance of Power.”
——–
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Coca-Cola’s acquisition of Costa Coffee was supposed to spread the brand’s self-serve espresso machines and drinks around the world. Instead, Coke got burned. Kristina Peterson reports.
——–
More on Bloomberg Television and Markets

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