US equities stall their rally as futures hover near a record high. Alphabet plans to raise $80 billion through a package of equity offerings to fund its AI spending plans. US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu offer differing accounts of a call about the fighting in Lebanon, which could impact efforts to reach a peace deal with Iran. Seems Shah of Principal Asset Management looks ahead to a slew of jobs data this week.

Chapters:
00:00:00 – Bloomberg Brief
00:00:52 – Global Market Check
00:04:13 – First Look Movers
00:10:26 – Arm May Hit $15B AI Chip Revenue Goal Early
00:13:21 – Trending on the Terminal
00:22:42 – First Look Movers
00:24:18 – Seema Shah, Principal Asset Management Chief Global Strategist
00:30:32 – Trending on the Terminal
00:41:42 – What to Watch
——–
More on Bloomberg Television and Markets

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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
00:06:23 – Martin Horne, Barings
00:30:27 – Ted Mortonson, Baird
00:42:16 – Kit Juckes, Societe Generale
00:53:31 – Evan Brown, UBS Asset Management
01:07:00 – Momei Qu, PSP Growth
01:18:59 – Daan Struyven, Goldman Sachs
01:29:44 – Neil Dutta, Renaissance Macro Research
01:40:59 – Monica Dicenso, JPMorgan Private Bank
01:54:05 – Colin Sebastian, Baird
02:06:05 – Michael Reid, RBC Capital Markets
02:18:13 – Ohsung Kwon, Wells Fargo
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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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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
00:01:29 – South Korea overtakes India as sixth-largest equity market driven by AI chip rally
00:02:16 – Korea inflation shock and pressure on speculative tech stocks
00:04:39 – M&G Investments Portfolio Manager, Asian Equities Vikas Pershad on AI
00:06:04 – Pershad on valuation concerns and why long-term assumptions may not hold
00:06:54 – Pershad on reducing exposure to memory and diversifying across the semiconductor supply chain
00:11:45 – Pershad on market resilience despite geopolitical shocks and narrow concentration of gains
00:17:13 – Pershad on mispricing opportunities in healthcare, China EVs and Southeast Asia markets
00:25:27 – Mediatek executive on AI driving business transformation and data center growth (11C) Ad
00:29:40 – Advantech President of Intelligent Systems Sector Linda Tsai on partnership with Nvidia
00:30:15 – Tsai on agentic AI transforming factory automation and industrial workflows
00:31:28 – Tsai on growth of edge AI, robotics and real-time decision making applications
00:39:33 – Steph Curry signs 10-year endorsement deal with Chinese sportswear giant Li-Ning (11D) Outl
00:40:23 – Outlook for Chinese brands leveraging major international athlete partnerships
——–
More on Bloomberg Television and Markets

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Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. This show is simulcast worldwide on Bloomberg Television and Radio.
——–
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are RBC Capital Markets Equity Derivatives Strategist Amy Wu Silverman, Sidley Austin Partner Kai Liekefett, Union Square Advisors President & Co-Founder Ted Smith, Bancorp’s Stephen Philipson & BTIG CEO Anton LeRoy, New York Life Investment Management Global Market Strategist Julia Hermann, Susquehanna International Group Senior Equity Research Analyst Mehdi Hosseini, House of Lords Member Dambisa Moyo, & D-Wave Quantum President & CEO Dr. Alan Baratz.

Chapters:
00:00:00 – Bloomberg The Close
00:03:49 – RBC Capital Markets’ Silverman on Market FOMO
00:10:17 – Sidley Austin Partner Kai Liekefett on Activist Investor Activity in 2026
00:17:28 – Union Square Advisors President & Co-Founder Ted Smith on Mega-IPOs Trickling In
00:22:54 – US Bancorp’s Stephen Philipson & BTIG CEO Anton Leroy on US Bancorp Closing Purchase of BTIG
00:32:51 – Berkshire Hathaway To Buy Out Taylor Morrison
00:36:53 – New York Life Investment’s Julia Hermann on Tech-Led Rally Amid Geopolitical Risks
00:43:24 – Closing Bell
00:57:12 – Susquehanna International Group’s Mehdi Hosseini on HPE’s Earnings Report
01:02:10 – SpaceX IPO Draws Scrutiny Over Governance Structure
01:08:37 – House of Lords Member Dambisa Moyo on the Role of Government in the Era of AI
01:22:08 – D-Wave Quantum President & CEO Dr. Alan Baratz on New Gate-Model Roadmap Announcement
01:26:53 – Berkshire Hathaway To Invest $10 Billion in Alphabet
——–
More on Bloomberg Television and Markets

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