Bloomberg Surveillance 7/6/2026

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: 00:00:00 Bloomberg Surveillance starts 01:23 AI Stocks & Market Rally — Alex Altmann, Barclays 03:51 AI Trade, Tech Rotation & Stock Market — Max Kettner, HSBC 20:11 NATO Summit, Defense Spending & Trump — Tobin Marcus, Wolfe Research 31:47 AI Bubble, SK Hynix IPO & Memory Stocks — Sarah Kunst, Cleo Capital 41:31 Fed, Jobs Report & Interest Rates — Kelsey Berro, JPMorgan Asset Management 50:31 Stock Market, AI & Fed Outlook — Mike Wilson, Morgan Stanley 01:06:17 NATO, Ukraine & Global Markets — Henrietta Treyz, Veda Partners 01:16:25 AI Earnings, Stock Market & Tech Outlook — Noah Weisberger, BCA Research 01:27:43 Fed Outlook, Inflation & Interest Rates — Neil Dutta, Renaissance Macro 01:38:23 AI Trade, Tech Rotation & Semiconductors — Sarah Hunt, Alpine Saxon Woods 01:41:28 AI Stocks, Big Tech & Earnings — Greg Boutle, BNP Paribas 01:51:52 AI Memory Stocks & SK Hynix IPO — Tom O'Malley, Barclays 02:05:11 Fed Rate Cuts, Jobs Report & Inflation — Veronica Clark, Citi 02:16:44 Bond Market, Treasury Yields & Fed — Earl Davis, BMO -------- 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