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
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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/bloomberg-surveillance

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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