Market Impact of AI and Iran | Bloomberg Surveillance

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF (http://bit.ly/3vTiACF). Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 6, 2026 Featuring: 1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026. 2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI. 3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war. 4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Listen to more Bloomberg Surveillance:    • Bloomberg Surveillance (Audio)   #Bloomberg #Podcast #Surveillance #News #Markets Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter:   / podcasts   Visit our other YouTube channels: Bloomberg Television:    / @markets   Bloomberg Originals:    / bloomberg   Quicktake:    / @bloombergquicktake   For coverage on news, markets and more: http://www.bloomberg.com/video