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 Tech Rebound, AI Funding Strains and Election Eve
04:40 S&P 500 Still on Track for 7,900 — Edward Yardeni, Yardeni Research
18:38 Stevens Endorsement May Be Backfiring in Michigan — Ed Mills, Raymond James
30:22 OpenAI Funding Struggles Could Slow Venture Capital — Sarah Kunst, Cleo Capital
40:16 Fed May Need Four or Five Rate Hikes — Neil Dutta, Renaissance Macro
53:07 AI Selloff Is a Buying Opportunity — Jordan Jackson, JPMorgan Asset Management
1:05:41 El-Sayed Has Slight Edge in Michigan — Jessica Taylor, The Cook Political Report
1:19:12 Selloff Is a Test of Nerves, Not End of Bull Market — Ajay Rajadhyaksha, Barclays
1:31:34 10-Year TIPS Are a Perfect Hedge for AI — Earl Davis, BMO Global Asset Management
1:42:02 AI Bubble Is Deflating — Bob Doll, Crossmark Global Investments
1:51:38 Apple Benefits From Sitting Out the AI CapEx Race — Gil Luria, DA Davidson
2:06:21 Oil Remains the Biggest Inflation Risk — Yelena Shulyatyeva, The Conference Board
2:18:55 AI Funding Boom Is Testing Investor Appetite — Julie Biel, Kayne Anderson Rudnick
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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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The Close 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 Edward Jones Head of Investment Strategy Mona Mahajan, Detroit Regional Chamber President & CEO Sandy Baruah, North Rosedale Park Civic Association Vice President Eric Henry, Sperling Economic Strategies President Gene Sperling, Detroit Future City CEO Anika Goss, Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon, M12 Managing Partner Cheryl Cheng, Asymco Founder & Managing Director Horace Dediu, Seaport Research Partners Senior Analyst Jay Goldberg, IDC Senior Director, Data & Analytics Nabila Popal, & Maxim Group Managing Director & Senior Consumer Internet Analyst Tom Forte.

Chapters:
00:00:00 Bloomberg The Close
00:04:40 Edward Jones on Market Rotation, AI & Oil
00:10:03 Michigan Economy, Tariffs & the Senate Race
00:16:39 Detroit Voters on Affordability, Jobs & the Midterms
00:22:35 Gene Sperling on Inflation, the Fed & Affordability
00:28:52 Detroit Future City CEO on Jobs & Economic Growth
00:35:25 Morgan Stanley on Tech Rotation & the AI Trade
00:40:39 AI Leverage, Data Centers & Higher Interest Rates
00:45:17 The Closing Bell
00:49:00 Palantir Earnings & Tech Stocks Enter Correction
00:50:45 M12 on AI Startups, Enterprise Demand & ROI
00:55:14 AI Regulation, Startups & U.S.-China Competition
00:58:03 Apple Earnings Preview & the Consumer Outlook
01:03:46 Apple CEO John Ternus Faces His First Earnings Call
01:10:24 Apple Earnings: Revenue & iPhone Sales Beat Estimates
01:15:22 Apple’s AI Strategy, China & Capex Outlook
01:19:03 iPhone Demand, China & the Smartphone Market
01:24:59 iPhone 18 Pro, Duo & Apple’s Product Strategy
01:29:29 Apple’s AI Spending, Cash Flow & Big Tech Advantage
01:32:18 Apple Earnings Recap & Midterms Ahead
——–
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Expedia CEO Ariane Gorin discusses the company’s third-quarter performance and forecast. Speaking on “Bloomberg The Close,” Gorin says travel demand remains resilient, particularly among affluent consumers, but the company is seeing some moderation ahead of the fourth quarter.
——–
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US stock futures fell as oil prices rebounded on worries that America and Iran remain far apart on a peace deal, adding to subdued risk sentiment before voting starts in the midterm elections.

S&P 500 contracts slipped 0.2%. Brent crude rose 1.7% to above $106 a barrel, with Reuters reporting that significant obstacles to ending the war remained despite signs from both Washington and Tehran that they were open to a diplomatic settlement. Flat Nasdaq 100 futures signaled a steadier start for the artificial intelligence trade after the index entered a technical correction.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – Opening Trade Begins: Markets Brace for Midterms as Tech and Oil Drive Sentiment
00:01:35 – The Agenda: Chips Stocks Sell off As Tech Jitters Linger, Oil Steadies After 8% Fall
00:06:13 – US Midterm Elections: What to Watch as Polls Open
00:10:41 – What to Watch
00:13:05 – ICG’s Nicholas Brooks on Midterms, Gridlock and the US Fiscal Outlook, Oil Prices, Inflation and the Economic Outlook
00:20:38 – Need to Know: NATO Funding, Disney Job Cuts and Lufthansa Warning
00:24:40 – Philips CEO Roy Jakobs on Earnings, Growth and DOJ Agreement
00:30:08 – Philips CEO Roy Jakobs on US Sleep Devices and Inflation Pressures
00:37:24 – Apple Earnings and Palantir Put AI Momentum in Focus
00:40:13 – MLIV: Oil, AI and the Market Outlook Ahead of the Open
00:43:26 – Stocks to Watch: Lufthansa, Philips and Schaeffler
00:47:26 – European Markets Open Lower as Tech Stocks Slide
00:50:01 – Morgan Stanley’s Jitania Kandhari on the AI Correction and Monetization, Rates, Debt and the Investment Outlook
00:59:33 – Market Movers: Philips Jumps as European Tech and Miners Fall
01:01:49 – Lufthansa Earnings and the Impact of Higher Fuel Costs
01:05:29 – Apple and Palantir Earnings Weigh on European Tech
01:07:37 – BBVA on Putting AI Agents Into Production
01:09:01 – Financing the Global AI Buildout
01:11:11 – European Stocks Retreat as Investors Seek Defensives
01:13:03 – Need to Know
01:14:07 – Halliburton’s Rami Yassine on Energy Demand and Middle East Investment
01:21:07 – Chatham House’s Sanam Vakil on US-Iran Diplomacy and the Risk of Further Conflict
01:26:45 – Midterm Election Battlegrounds and Voting Challenges
01:29:44 – How Markets Are Positioned for the Midterm Results, Oil Volatility and the Market Impact of Geopolitics
01:34:24 – Markets Stabilize Ahead of the US Midterm Vote
——–
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Anna Edwards, Guy Johnson, and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
——–
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