Bloomberg Surveillance 7/7/2026
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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, T
Tags: Annmarie Hordern, Apollo Global Management LLC, Citigroup Inc, Collin Martin, Eurasia Group Ltd, Evercore ISI International Ltd, Jon Lieber, Jonathan Ferro, Julian Emanuel, Keith Lerner, Kingdom of Sweden, Lisa Abramowicz, Mastercard Inc, Matt Bryson, Michelle Meyer, Nicolas Owens, Robert W Baird & Co Inc, Scarlet Fu, Stuart Kaiser, Ted Mortonson
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