AI Capex Concerns Persist & Central Banks on Hold

AI Capex Concerns Persist & Central Banks on Hold

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 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

See omnystudio.com/listener for privacy information.

Episoder(4287)

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

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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 New Century Advisors’ Claudia Sahm & Danielle Di...

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Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

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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 Wedbush Securities’ Dan Ives & Robert Schiffman ...

5 Feb 3min

Bloomberg Surveillance TV: February 5th, 2026

Bloomberg Surveillance TV: February 5th, 2026

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washing...

5 Feb 19min

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4 Feb 2min

Bloomberg Surveillance TV: February 4th, 2026

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Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com...

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