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 Tech Selloff, Middle East Escalation and France Debt Stress 04:14 Chip Earnings Could Peak in 2027 — Cameron Dawson, NewEdge Wealth 18:26 Oil Spike Could Keep the Fed Hiking — Cameron Dawson, NewEdge Wealth 30:35 Meta's Negative Cash Flow Doesn't Shake the Bull Case — Nick Jones, BNP Paribas 40:28 France Is Starting to Trade Like a Risk Asset — Sphia Salim, BofA Global Research 55:42 Slower Earnings Growth Doesn't End the Bull Market — Mona Mahajan, Edward Jones 1:07:12 Midterm Policy Impact Depends on Size of Majority — Ariana Salvatore, Morgan Stanley 1:19:07 Anthropic's IPO Will Put AI Economics to the Test — Matt Witheiler, Wellington Management 1:28:12 Credit Stress Could Slow the Data Center Buildout — Torsten Slok, Apollo 1:42:07 AI Trade Shifts From Spending to Returns — David Lebovitz, JPMorgan Asset Management 1:53:33 Tesla's CapEx Cut Doesn't Signal Smaller Ambitions — Ben Kallo, Baird 2:01:11 US Jobless Claims Hit Three-Month Low at 194,000 2:03:08 AI Isn't Driving the Labor Market Shift — Nela Richardson, ADP 2:14:57 Southwest Improves Margins Despite $800 Million Fuel Hit — Tom Doxey, Southwest Airlines -------- 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: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts