Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Drew Matus of MetLife.
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Featuring:
Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management
Angelo Zino, Senior VP & Head of Technology at CFRA
Andrew Bishop, Senior Partner & Global Head of Policy Research at Signum Global Advisors
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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, February 26th, 2026
Featuring:
1) Ted Mortonson, Managing Director: Technology at Baird, and Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, react to Nvidia earnings.
2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses his approach to asset allocation as AI fears linger.
3) Drew Matus, Chief Market Strategist at MetLife, outlines his expectations for markets and the Fed's path ahead.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Americans leaving the US in record numbers, and New York Times reporting on the growing number of female art collectors.
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Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.
The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.
Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
Bloomberg Tech Co-Host Ed Ludlow
Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
Bloomberg Intelligence senior tech industry analyst Mandeep Singh
Bloomberg Intelligence Senior Technology Analyst Anurag Rana
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.