Bloomberg Surveillance 11/11/2026

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 than "Bloomberg Surveillance." Chapters: 00:00 AI Trade Rebounds, Nvidia Scrutiny and Hawkish Fed 05:13 Nvidia Is Core Part of AI Basket of Stocks — Julian Emanuel, Evercore ISI 15:39 Congress Threatens Huang Subpoena Over Nvidia — Tyler Kendall 18:44 Tech Can Weather a Jensen Huang Exit — Julian Emanuel, Evercore ISI 30:44 AI Adoption Is Still Accelerating — Daniel Newman, The Futurum Group 41:49 Fed Rate Hikes Won't Solve Today's Inflation — David Malpass, Fmr. World Bank President 53:31 This Is Not the End of the AI Trade — Seema Shah, Principal Asset Management 1:05:51 Nvidia Scandal Could Spur Tighter Chip Controls — Jeannette Lowe, Baird Strategas 1:18:15 $440 Billion of AI CapEx Could Be Debt-Financed — Amanda Lynam, Goldman Sachs 1:29:03 Anthropic IPO Could Open Door for More AI Listings — Anurag Rana 1:40:20 50 Bps Fed Hike Would Be Premature — Phil Orlando, Federated Hermes 1:52:20 Can’t Imagine Nvidia Without Jensen Huang — Jay Goldberg, Seaport 2:06:02 60/40 Portfolio Doesn't Work Like It Used To — Abby Yoder, JPMorgan Private Bank 2:15:22 Huang Likely to Remain Nvidia CEO — David Rubenstein, The Carlyle Group -------- 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 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: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie 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/