Bloomberg Surveillance 7/8/2026

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 Bloomberg Surveillance starts 04:54 Iran Ceasefire Ends, Oil Prices & NATO — Annmarie Hordern, Bloomberg 08:14 Iran, Oil Prices & Fed Outlook — Ed Yardeni, Yardeni Research 19:03 Iran Strikes, Oil Sanctions & Middle East — Victoria Coates 31:43 Amazon AI Spending, Debt Markets & AWS — Tom Forte, Maxim Group 40:49 AI Trade, US Dollar & Global Markets — George Saravelos, Deutsche Bank 52:09 AI Rotation, Chip Stocks & Market Breadth — Dan Greenhaus, Solus 01:07:42 Oil Prices, Fed Outlook & Market Risks — Dan Greenhaus, Solus 01:18:17 Oil Prices, Strait of Hormuz & Energy Markets — Samantha Dart, Goldman Sachs 01:27:48 AI Debt, Big Tech & Capital Markets — Vishal Khanduja, Morgan Stanley 01:44:02 Energy, AI Rotation & Bank Stocks — Tracie McMillion, Wells Fargo 01:57:14 Nvidia, AI Chips & Software Outlook — Gil Luria, DA Davidson 02:17:44 AI CapEx, Tech Rotation & Market Outlook — Scott Chronert, Citi -------- 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