- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- Winnie Cisar, Global Head of Strategy at CreditSightsJim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.See omnystudio.com/listener for privacy information.
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27:15
Big Tech Earnings Boosts AI Sentiment
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, October 30th, 20251) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings. 3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on bidding beginning for the renovation of New York's Penn Station, and an Associated Press report on how cuts to SNAP benefits are changing Halloween handouts.See omnystudio.com/listener for privacy information.
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23:59
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23:59
Instant Reaction: Apple Shares Gain as Sales Top Estimates
Apple's fourth-quarter revenue edged past analysts’ estimates despite a surprise sales decline in China, where it’s been struggling to stage a comeback. Total sales rose 7.9% to $102.5 billion in the period, which ended Sept. 27, the company said in a statement Thursday. That slightly beat the $102.2 billion average estimate. The company benefited from stronger-than-expected services growth, helping offset the China slowdown. The Mac and wearables division also performed better than anticipated. Apple shares gained more than 3% in late trading after the results were released. They had been up 8.4% this year through the close.For more, Bloomberg Businessweek Daily spoke with Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners and Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech.See omnystudio.com/listener for privacy information.
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9:38
Instant Reaction: Amazon Jumps After Sales, Profit Tops Estimates
Amazon's cloud unit posted the strongest growth rate in almost three years, reassuring investors concerned that the largest seller of rented computing power was losing ground to rivals. Amazon Web Services posted revenue of $33 billion, an increase of 20% from the prior year and the biggest year-over-year rise since the end of 2022. Analysts, on average, estimated 18% growth. The shares jumped about 10% in extended trading after closing at $222.86 on Thursday. The stock has lagged behind that of its industry peers this year, with investors worrying that the company has yet to benefit enough from its AI products. Microsoft Corp. and Alphabet Inc.’s Google have both generated faster growth in their cloud computing businesses than AWS. For reaction, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal, Ed Ludlow, host of Bloomberg Tech Ed Ludlow, and Eric Clark, Chief Investment Officer at Accuvest Global Advisors.See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: October 30th, 2025
- Stuart Kaiser, Head of Equity Trading Strategy at Citi- Leland Miller, CEO of China Beige Book- Sonal Desai, CIO for Fixed Income at Franklin Templeton- US Energy Secretary Chris WrightStuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-China trade relations after President Trump's meeting with Chinese President Xi Jinping in South Korea. Sonal Desai, CIO for Fixed Income at Franklin Templeton, reacts to Fed Chair Jerome Powell's commentary leaving a December rate cut in doubt. US Energy Secretary Chris Wright breaks down the logistics of a potential US-China energy deal.See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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