Bloomberg Surveillance 7/10/2026

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 AI Stocks, Fed Outlook & Japan Markets — Bloomberg Surveillance 04:03 AI Investing, Bond Markets & Fed Outlook — George Goncalves, MUFG 17:38 Iran Talks, Oil Prices & Middle East — Steven Cook, Council on Foreign Relations 31:01 SK Hynix IPO, AI Memory & Chip Demand — Jing Jie Yu, Morningstar 40:34 Fed Task Force, Inflation & Interest Rates — Kit Juckes, Société Générale 51:56 AI Chips, Hyperscalers & Tech Rotation — Lisa Shalett, Morgan Stanley 01:05:46 Iran, Oil Prices & Midterm Politics — Ed Mills, Raymond James 01:16:28 Delta Earnings, Airlines & Premium Travel — Stephen Trent, Citi 01:29:00 Fed Task Force, Inflation & Bond Markets — Ed Al-Hussainy, Columbia Threadneedle 01:39:40 AI Earnings, Small Caps & Market Rotation — Liz Ann Sonders, Charles Schwab 01:54:02 SK Hynix IPO, AI Memory & Semiconductors — Jay Goldberg, Seaport Global 02:05:57 Sticky Inflation, Fed Rate Hikes & AI — Nancy Lazar, Piper Sandler 02:17:08 AI Bubble, Chip Stocks & Market Risks — Jonathan Krinsky, BTIG -------- 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/