Big Tech AI Blowout and Fed Dissent

from Bloomberg Surveillance · host 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, April 30th, 2026Featuring:1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissentSee omnystudio.com/listener for privacy information.

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This episode was published on April 30, 2026.

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