AI Spending Separates Tech Winners and Losers

from Bloomberg Surveillance Hosted by Bloomberg

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 SweeneyThursday, January 29th, 2026 Featuring: 1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings. 2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans. 3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

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AI Spending Separates Tech Winners and Losers

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This episode is 29 minutes long.

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This episode was published on January 29, 2026.

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