Bloomberg Surveillance 7/27/2026

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 Big Tech's Biggest Test, Fed Week & Oil Retreat — Bloomberg Surveillance 04:58 AI Winners Beyond Big Tech — Seema Shah, Principal Asset Management 18:05 DoD Stockpiles Shape Trump's Iran Strategy — Victoria Coates, Former Deputy National Security Advisor 31:42 Nvidia Backs OpenAI's AI Buildout — Frank Lee, HSBC 41:37 Fed Hike in July? Don't Rule It Out — Blake Gwinn, RBC Capital Markets 52:46 When Markets Stop Rewarding Good News — Lisa Shalett, Morgan Stanley Wealth Management 01:06:32 Why Iran Still Has the Upper Hand — Tobin Marcus, Wolfe Research 01:20:07 Who Pays for AI's Trillion-Dollar Buildout? — Amanda Lynam, Goldman Sachs 01:30:26 The Fed Can't Afford a Surprise Hike — Krishna Guha, Evercore ISI 01:41:28 Good News for Tech Seems Priced In — Savita Subramanian, BofA Securities 01:55:53 Microsoft's AI Moment Has Arrived — Tyler Radke, Citi 02:09:13 Why the Fed Still Won't Move — Lindsay Piegza, Stifel 02:18:48 Tech Isn't Finished Yet — Holly Liss, BTG Pactual -------- 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/... Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at:   / bsurveillance   Follow the hosts: Jonathan Ferro:   / ferrotv   Lisa Abramowicz:   / lisaabramowicz1   Annmarie Hordern:   / annmarie   Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news