Bloomberg Surveillance 6/4/2026
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
00:04:12 – Stocks Pull Back as Broadcom and CrowdStrike Earnings Disappoint Investors
00:18:14 – State Department Spokesperson Affirms Progress in Iran Nuclear Talks
00:31:31 – CFRA’s Zino on Broadcom’s AI Chip Outlook
00:40:47 – Morgan Stanley’s Sheets on Fed’s Inflation Concerns, Rate Outlook
00:51:40 – Apollo’s Zelter on Record Mega IPOs, Funding Strategies Amid AI CapEx Boom
01:07:35 – Apollo’s Zelter on Funding the AI Boom
01:18:43 – UMich’s Stevenson on AI’s Impact on Labor Market
01:29:55 – Trump’s Iran Deal Timeline Is Dictated by SPR: Hochstein
01:41:24 – Wells Fargo Sees S&P 500 at 7,500 With No Fed Rate Hikes
01:51:53 – BNP Paribas’ DeGasperi on Cybersecurity Stocks Rally
02:06:23 – Hiring Has Expanded Beyond Healthcare, ADP’s Richardson Says
02:19:39 – Mass Mutual Says Investors Should Stay the Course
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