Bloomberg Surveillance 8/10/2026
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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: 03:54 AI Boom Could Broaden Beyond Memory Chips - Aaron Kennon, Clear Harbor Asset Management 19:02 Iran Hardliners Rise as US Ramps Up Munitions - Col. Wayne Sanders (Ret.) 31:20 Google Could Power the Future of AI - Sarah Kunst, Cleo Capital 41:50 CPI Is Key to the Fed's September Decision - Leslie Falconio, UBS Global Wealth Management 53:38 Hot CPI Report Could Create Problems for the Fed - Jim Caron, Morgan Stanley 1:07:17 Iran's Strait Control Creates a New Risk for US - Henrietta Treyz, Veda Partners 1:20:09 AI Financing Is Creating Winners and Losers - Emily Bannister, Wellington Management 1:30:10 Tame CPI Could Give the Fed Room to Wait - Kathy Bostjancic, Nationwide 1:41:24 AI CapEx to Surge as Cash Flow Strengthens - Eric Johnston, Cantor Fitzger
Tags: Aaron Kennon, Annmarie Hordern, Cantor Fitzgerald LP, Clear Harbor Asset Management LLC, Cleo Capital LLC, Emily Bannister, Eric Johnston, Henrietta Treyz, James Caron, Jonathan Ferro, Kathleen Bostjancic, Leslie Falconio, Lisa Abramowicz, Matt Stucky, Mircea Dobre, Morgan Stanley, Nationwide Mutual Insurance Co., Sarah Kunst, State Street Corp., UBS Financial Services Inc
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