Bloomberg Surveillance 7/7/2026 [4sPrQRNboR4]
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: 00:00:00 Bloomberg Surveillance starts 02:48 AI Trade, Samsung Earnings & Memory Stocks — Julian Emanuel, Evercore 18:32 Geopolitics, Defense Stocks & Market Risks — Julian Emanuel, Evercore 32:13 AI Memory, Samsung & HBM Demand — Matt Bryson, Wedbush 40:27 AI Profits, ROI & Market Valuations — Torsten Sløk, Apollo 50:55 AI CapEx, Big Tech & Earnings — Stuart Kaiser, Citi 01:06:06 NATO, Europe & Defense Spending — Jon Lieber, Eurasia Group 01:17:08 Consumer Spending, Inflation & Walmart Prices — Michelle Meyer, Mastercard 01:25:57 NATO, Ukraine & Defense Spending — Ulf Kristersson, Swedish Prime Minister 01:39:11 AI CapEx, Tech Rotation & Earnings — Keith Lerner, Truist 01:53:14 AI Memory, SK Hynix & Chip Demand — Ted Mortonson, Baird 02:05:53 Fed Outlook, Treasury Yields & Rate Hikes — Collin Martin, Charles Schwab 02:16:31 SpaceX Valuation & AI Infrastructure — Nicolas Owens, Morningstar -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: Facebook: Instagram: Connect with Bloomberg Business on: X: Facebook: Instagram: TikTok: Reddit: LinkedIn: More from Bloomberg: Bloomberg Radio: Bloomberg Surveillance: Bloomberg Politics: Bloomberg Originals: Watch more on YouTube: Bloomberg Technology: Bloomberg Originals: Bloomberg Quicktake: Bloomberg Espanol: Bloomberg Podcasts: