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 Trade Rebounds, Nvidia Scrutiny and Hawkish Fed
05:13 Nvidia Is Core Part of AI Basket of Stocks — Julian Emanuel, Evercore ISI
15:39 Congress Threatens Huang Subpoena Over Nvidia — Tyler Kendall
18:44 Tech Can Weather a Jensen Huang Exit — Julian Emanuel, Evercore ISI
30:44 AI Adoption Is Still Accelerating — Daniel Newman, The Futurum Group
41:49 Fed Rate Hikes Won’t Solve Today’s Inflation — David Malpass, Fmr. World Bank President
53:31 This Is Not the End of the AI Trade — Seema Shah, Principal Asset Management
1:05:51 Nvidia Scandal Could Spur Tighter Chip Controls — Jeannette Lowe, Baird Strategas
1:18:15 $440 Billion of AI CapEx Could Be Debt-Financed — Amanda Lynam, Goldman Sachs
1:29:03 Anthropic IPO Could Open Door for More AI Listings — Anurag Rana
1:40:20 50 Bps Fed Hike Would Be Premature — Phil Orlando, Federated Hermes
1:52:20 Can’t Imagine Nvidia Without Jensen Huang — Jay Goldberg, Seaport
2:06:02 60/40 Portfolio Doesn’t Work Like It Used To — Abby Yoder, JPMorgan Private Bank
2:15:22 Huang Likely to Remain Nvidia CEO — David Rubenstein, The Carlyle Group
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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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AI pioneer Kai-Fu Lee discusses whether trillion-dollar AI valuations can be justified, the risks of circular funding, and the impact of cheaper Chinese and open-source models. The Sinovation Ventures Chairman and CEO and 01.AI CEO also explains why businesses need to reinvent themselves around AI, and why Europe’s biggest opportunity may be in AI applications rather than foundation models. Lee appeared on “The Pulse with Francine Lacqua”.
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Nvidia CEO Jensen Huang had a relationship with Kimberly Powell, Nvidia’s vice president of health care, according to the New York Times. Michael Shepard has more on “Balance of Power: Evening Edition.”
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Saudi Aramco’s headquarters in Dhahran was hit during a missile attack by Yemen’s Houthi militants. A fire broke out in part of the complex. This is according to people with knowledge of the matter. The Houthis have launched several missile attacks against Saudi Arabia in recent days. Kailey Leinz reports.
——–
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With the release of AI agents like Meta’s Muse, tech companies are promising consumers that they will start saving them tons of money by finding the best deals.

On this episode of the Odd Lots podcast, President and CEO of Groundwork Collaborative Lindsay Owens joins Joe Weisenthal and Tracy Alloway to discuss her think tank’s research into agentic commerce and how agents may not be operating in the best interest of the consumer.
——–
More on Bloomberg Television and Markets

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