Episodes

  • Instant Reaction: Intel Gives Strong AI-Fueled Outlook

    Instant Reaction: Intel Gives Strong AI-Fueled Outlook
    Apr 23 2026
    Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

    Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

    The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations.

    Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

    For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    • Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
    • Bloomberg Tech co-host Ed Ludlow
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    10 mins
  • Single Best Idea with Tom Keene: Anna Wong & Marc Champion

    Single Best Idea with Tom Keene: Anna Wong & Marc Champion
    Apr 23 2026
    Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Anna Wong & Marc Champion. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

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    4 mins
  • Bloomberg Surveillance TV: April 23rd, 2026

    Bloomberg Surveillance TV: April 23rd, 2026
    Apr 23 2026
    Featuring:
    • Keith Lerner, CIO & Chief Market Strategist at Truist Advisory Services
    • Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation
    • Paul Sankey, Lead Analyst at Sankey Research
    See omnystudio.com/listener for privacy information.

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    18 mins
  • 0423 Surveillance Radio Podcast

    0423 Surveillance Radio Podcast
    Apr 23 2026
    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, April 23rd, 2026 Featuring: 1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, joins for an extended discussion on the market zoning in on AI. 2) Paul Sankey, founder at Sankey Research, joins to talk energy and oil prices amid US-Iran deadlocked talks. 3) Michael Purves, CEO and founder at Tallbacken Capital Advisors, joins to discuss his weekly volatility note, the "convexity conundrum," and how AI is affecting jobs. 4) Nisha Patel, SMA Fixed Income portfolio Manager at Parametric, on high quality duration and tax efficiency.See omnystudio.com/listener for privacy information.

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    39 mins
  • Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound

    Instant Reaction: Tesla Beats Estimates, Hints at EV Demand Rebound
    Apr 22 2026
    Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    • Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst
    • Ed Ludlow, Bloomberg Tech co-host
    • Ross Gerber, President and CEO at Gerber Kawasaki
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    15 mins
  • Bloomberg Surveillance TV: April 22nd, 2026

    Bloomberg Surveillance TV: April 22nd, 2026
    Apr 22 2026
    Featuring:
    • James Bullard, Former St. Louis Fed President & Dean of the Mitch Daniels School of Business at Purdue University
    • Mark Esper, Former US Secretary of Defense
    • Stephanie Roth, Chief Economist at Wolfe Research
    See omnystudio.com/listener for privacy information.

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    20 mins
  • Stocks and Oil Climb Amid Iran Uncertainty

    Stocks and Oil Climb Amid Iran Uncertainty
    Apr 22 2026
    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
    Wednesday, April 22nd, 2026 Featuring:
    1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines. 2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war. 3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook. 4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair.See omnystudio.com/listener for privacy information.

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    33 mins
  • Instant Reaction: Trump Extends Iran Truce, Maintains Blockade as Talks Falter

    Instant Reaction: Trump Extends Iran Truce, Maintains Blockade as Talks Falter
    Apr 21 2026
    President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart.
    In a Truth Social post, Trump said Tuesday he would maintain a blockade over ships coming to and from Iran in the Strait of Hormuz. He said Pakistan, which had mediated between the two sides, asked for the US to hold off on fresh strikes and he was extending the ceasefire until Iran submits a new proposal “and discussions are concluded, one way or the other.”
    For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    • Wendy Benjaminson, Bloomberg News Senior Editor
    • Terry Haines, Pangaea Policy Founder
    • Adam Farrar, Bloomberg Economics Senior Geoeconomics Analyst
    • Ambassador James F. Jeffrey, Philip Solondz Distinguished Fellow at The Washington Institute
    See omnystudio.com/listener for privacy information.

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    20 mins