Bloomberg Surveillance 10/7/2026

0 October 7, 2026 12:04

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 than "Bloomberg Surveillance."

Chapters:
00:00 AI Capital Race, Bond Selloff and Record Stocks
05:52 AI Spending Faces a Return-on-Capital Test — Aaron Kennon, Clear Harbor Asset Management
19:02 Democrats May Be Overestimating Their Senate Odds — Tobin Marcus, Wolfe Research
32:14 Can AI Capacity Keep Up With Demand? — Mitchell Green, Lead Edge Capital
43:18 Fed Hike Was Risk Management, Not a Hiking Cycle — Claudia Sahm, New Century Advisors
53:23 Slowing the AI Buildout Could Extend the Rally — Alicia Levine, BNY Wealth
1:07:59 Washington Will Eventually Have to Tax AI — Henrietta Treyz, Veda Partners
1:18:52 Infrastructure Underinvestment Is a Risk — Olivia Wassenaar, Apollo Infrastructure Group
1:29:00 Treasury Refunding May Matter More Than the Fed — Vishal Khanduja, Morgan Stanley Investment Management
1:45:03 Lower Oil Is Key to S&P 500’s Next Leg — Scott Chronert, Citi
1:54:31 AI Could Create More Jobs Than It Replaces — Eric Kutcher, McKinsey & Co.
2:09:30 Fed’s Choice Is ‘Hike or Bond Spike’ — Mark Cabana, BofA Securities
2:20:04 Nvidia Can Reach $515 — Simon Leopold, Raymond James
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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.

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

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