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Bloomberg Surveillance 6/8/2026

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2 months ago

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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
00:03:36 – Further Market Declines Would Be Healthy to See: Dawson
00:17:34 – Eurasia Group’s Lieber on Escalating Middle East Tension
00:31:58 – HSBC Maintains Buy Ratings on Nvidia, Broadcom, Intel Amid Tech Selloff
00:41:45 – Schwab’s Martin Says Fed Is Edging Toward a Rate Hike
00:52:05 – CIBC’s Harvey Sees Plenty of ‘Runway’ for Markets
01:06:03 – Fmr. US Defense Secretary Esper on Stalled US-Iran Negotiations
01:14:23 – Southwest COO on Strong Business Travel, Price Increases
01:30:39 – UBS’s Najarian on Impact of SpaceX IPO
01:40:26 – Hunt Says Strong Eco Data Suggests Fed May Hike
01:52:42 – Private Credit Faces Rising Redemptions: Love
02:06:51 – Citi Raises Year-End Rate Hike Forecasts, Cautions ECB on Aggressiveness
02:17:52 – AI Infrastructure Trade Stall a “Healthy Reset:” Yoder
——–
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

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Sen. Paul: Increasing military spending is “irresponsible” #shorts #iran #iranwar #funding #defense

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2 hours ago

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July 26, 2026

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“Increasing the military spending by 50% is absolutely irresponsible,” said Kentucky Sen. Rand Paul after Defense Secretary Pete Hegseth appeared before a Senate committee to request additional defense funding https://bloom.bg/4wWIb7X

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AI Will Lead to Productivity Gains, Stifel CEO Says

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5 hours ago

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July 26, 2026

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Ron Kruszewski, Stifel chairman and ceo, says artificial intelligence will lead to productivity gains. He says financial advisers are still valuable and AI can help them. He speaks on “Bloomberg The Close.”
——–
More on Bloomberg Television and Markets

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US to Increase Scrutiny of Chinese AI Models | The China Show | 7/23/2026

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9 hours ago

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July 26, 2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:02:42 – US accuses Moonshot of using banned chips
00:11:05 – Investors assess Alphabet and Tesla earnings
00:15:36 – Fidelity’s Thomas Taw on why US equities don’t resemble a bubble
00:25:19 – Fidelity’s Thomas Taw on the strength of China’s AI ecosystem
00:29:18 – How far can Beijing go to stem China’s stock sell-off?
00:36:12 – Houthi attacks in the Red Sea open a new front in the Iran conflict
00:39:56 – Rubio and Wang Yi report progress on trade and investment talks
00:50:08 – Can the BOJ push back against yen weakness?
00:54:45 – Oil extends gains as Middle East tensions escalate
01:02:44 – China’s top funds rotate from consumer stocks into AI plays
01:11:26 – OCBC’s Lavanya Venkateswaran on Bank Indonesia’s rate hold
01:21:19 – South Korean unions push for bigger bonuses after Samsung payout
01:28:50 – Canada seeks to elevate relations with China
——–
More on Bloomberg Television and Markets

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

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Palantir’s CTO sees Chinese AI models posing economic risk to US#shorts #palantir #ai #china

Published

10 hours ago

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July 26, 2026

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Palantir CTO Shyam Sankar said that China has developed a new vanguard of artificial intelligence models through unauthorized use of work produced by Silicon Valley AI developers, posing an economic threat to the US. He spoke with Tyler Kendall on the sidelines of a defense innovation conference in Pennsylvania https://bloom.bg/4f3MV5B

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Huang Sees AI Driving Chip Boom

Published

11 hours ago

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July 26, 2026

By



Nvidia CEO Jensen Huang says artificial intelligence is transforming the semiconductor industry as computers increasingly serve AI agents and robots, driving demand for a much larger global chip supply chain and deepening the company’s partnership with South Korea’s SK Group. He also says China will remain a leading AI innovator despite different constraints, while arguing that open AI models are essential for innovation, security and giving businesses greater control over their own systems.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

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More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

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Bloomberg Originals: https://www.youtube.com/@business
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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