Bloomberg Surveillance 7/17/2026

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 AI Selloff, Iran Escalation & Tech Earnings — Bloomberg Surveillance 03:28 AI Spending, China Models & Market Rotation — Aaron Kennon, Clear Harbor Asset Management 19:48 Iran Escalation, Strait of Hormuz & US Strategy — Tobin Marcus, Wolfe Research 30:59 Netflix Growth, Streaming Strategy & Live Sports — Alicia Reese, Wedbush 41:30 AI, Hiring Trends & Global Labor Markets — Nela Richardson, ADP 51:37 AI Spending, China Competition & Tech Volatility — John Stoltzfus, Oppenheimer 01:07:56 US-China Tensions, AI Policy & Trade Risks — Jeannette Lowe, Baird Strategas 01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks — Jeffrey Currie, Altis Partners 01:29:59 AI Debt Boom, Hyperscalers & Credit Markets — Dominique Toublan, Barclays 01:41:25 S&P Earnings, AI Rotation & Path to 8000 — Binky Chadha, Deutsche Bank 01:53:26 AI Arms Race, China Competition & Big Tech — Daniel Ives, Yorkville Ives & Co. 02:04:52 Money Supply, Inflation & Fed Policy — Stephen Miran, Hudson Bay Capital Management 02:18:13 Market Rally, Tech Selloff & Equity Outlook — Jason Draho, UBS -------- 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