Bloomberg Surveillance 8/5/2026
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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 Tech Rally, Hormuz Talks & SpaceX Selloff 03:57 Markets Are Leading the Fed — Noel Dixon, State Street 17:09 Hormuz Talks Leave Major Risks Unresolved — Lt. Gen. Karen Gibson (Ret.), Academy Securities 34:10 CapEx Is the Only Way to Musk's SpaceX AI Vision — Dan Ives, Wedbush Securities 41:52 Hyperscaler Bonds Beat 30-Year Treasuries — Ashok Bhatia, Neuberger Berman 53:12 Can Tech Earnings Keep Growing? — Alicia Levine, BNY Wealth 1:06:18 Washington Can't Ignore the AI Buildout — Ariana Salvatore, Morgan Stanley 1:18:31 Hyperscalers Can Handle More Debt — Bryan Whalen, TCW 1:31:39 30-Year Treasuries Aren't Attractive Yet — Collin Martin, Schwab Center for Financial Research 1:40:20 This Still Feels Like a 'Hated Rally' — Monica DiCenso, JPMorgan Privat
Tags: Academy Securities Inc, Alicia Levine, Andrew Hollenhorst, Annmarie Hordern, Ariana Salvatore, Ashok Bhatia, BCA Research Inc, Bank of New York Mellon Corp., Bryan Whalen, Charles Schwab & Co Inc, Citigroup Inc, Collin Martin, Daniel Ives, JPMorgan Chase & Co, Jonathan Ferro, Karen Gibson, Lisa Abramowicz, Monica Dicenso, Morgan Stanley, Neuberger Berman
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