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Bloomberg Surveillance 8/5/2026

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1 hour 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 Tech Rally, Hormuz Talks & SpaceX Selloff
03:57 Markets Are Leading the Fed — Noel Dixon, State Street
17:09 Hormuz Talks Leave Major Risks Unresolved — Lt. Gen. Karen Gibson (Ret.), Academy Securities
34:10 CapEx Is the Only Way to Musk’s SpaceX AI Vision — Dan Ives, Wedbush Securities
41:52 Hyperscaler Bonds Beat 30-Year Treasuries — Ashok Bhatia, Neuberger Berman
53:12 Can Tech Earnings Keep Growing? — Alicia Levine, BNY Wealth
1:06:18 Washington Can’t Ignore the AI Buildout — Ariana Salvatore, Morgan Stanley
1:18:31 Hyperscalers Can Handle More Debt — Bryan Whalen, TCW
1:31:39 30-Year Treasuries Aren’t Attractive Yet — Collin Martin, Schwab Center for Financial Research
1:40:20 This Still Feels Like a ‘Hated Rally’ — Monica DiCenso, JPMorgan Private Bank
1:50:04 US Companies Added Fewer Jobs Than Expected in July — Michael McKee
1:51:44 Inflation Is Closer to Target Than It Looks — Andrew Hollenhorst, Citi Research
2:00:50 US Treasury Keeps Debt-Sale Guidance Steady — Michael McKee
2:04:45 Real Yields Are Starting to Reward Investors — Nisha Patel, Parametric
2:17:07 Breakevens Signal an Inflation Warning — Noah Weisberger, BCA Research
——–
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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US Stocks Close Higher on Chip Rally | Closing Bell

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34 seconds ago

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August 6, 2026

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
——–
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Barnes & Noble CEO on Strategy, Book Sales and Possible IPO

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3 hours ago

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August 6, 2026

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Barnes & Noble CEO James Daunt discusses the company’s strategy, demand for physical books and the potential for an initial public offering with Romaine Bostick and Emily Graffeo on “Bloomberg The Close.”
——–
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Intel Shares Surge After Revenue Shatters Estimates

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7 hours ago

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August 6, 2026

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Intel Corp. surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Bloomberg’s Ed Ludlow spoke to CEO Lip-Bu Tan who said demand is outpacing the current supply. Ed recaps his conversation and has more on “Bloomberg The Close.”
——–
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Palantir’s Karp Calls 2Q Sales ‘Otherworldly, Staggering’

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10 hours ago

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August 6, 2026

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Palantir Chief Executive Officer Alex Karp said US commercial sales in the second quarter were “staggering” and “otherworldly.” Sales rose by 149% and the company boosted its full-year revenue outlook. Bloomberg’s Neil Campling reports.
——–
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Gold Could Start Climbing Toward 5,000, Says Standard Chartered’s Cooper

Published

11 hours ago

on

August 5, 2026

By



Standard Chartered’s Suki Cooper joins Bloomberg Open Interest to explain why gold could resume its climb toward 5,000. She says central-bank demand, geopolitical uncertainty, and portfolio diversification remain powerful supports, while recent price resilience suggests gold has established a durable floor despite higher yields and weak ETF positioning.
——–
More on Bloomberg Television and Markets

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