Bloomberg Surveillance 10/19/2026
Channel: Bloomberg Television
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Read a transcript preview of “Bloomberg Surveillance 10/19/2026” from Bloomberg Television, uploaded on 2026-10-19.
Transcript preview
Language: English (creator captions)
[0:05] >> THE EQUITY MARKETS ARE STILL TRACKING.
[0:09] >> MONEY EVENTUALLY WILL COME BACK TO TAX.
[0:13] >> I'M OPTIMISTIC FOR THE NEXT SIX TO 12 MONTHS ON THE TRADE.
[0:21] >> THIS IS "BLOOMBERG SURVEILLANCE"
[0:22] WITH JONATHAN FERRO, LISA ABRAMOWICZ AND ANNMARIE HORDERN.
[0:25] JONATHAN: LIVE FROM NEW YORK CITY, GOOD
[0:29] MORNING GOOD MORNING. BLOOMBERG SURVEILLANCE STARTS
[0:31] RIGHT NOW. TECH STOCKS BOUNCE. LOOKING TO SNAP A FIVE DAY
[0:37] SLIDE AS ANOTHER NVIDIA PROSPECT FACING PUSHBACK
[0:42] HEADING INTO THE BEGINNING OF EARNINGS SEASON. LISA:
[0:47] HE TOOK YOUR ADVICE AND ROLLED WITH IT.
[0:48] ALWAYS COMPLAINING ABOUT THE FACT THE TECH NAMES, OUT OVER
[0:52] TWO DAYS CONCENTRATED ON ONE DAY NOW WE CAN PARSE THROUGH
[0:56] MEDA'S EARNINGS A WEEK BEFORE SOME OF THE OTHER TECH NAMES.
[1:02] THE KEY QUESTION, CAP ASKED AND MET A MUSE, HOW MUCH IS THIS
[1:05] SOMETHING THEY CAN CREATE PROFITABILITY AND HOW MUCH IS
[1:07] THIS TO SAY THEY ARE IN THE AI TRADE. JONATHAN:
[1:10] EQUITY AND DEBT AS WELL. ON THE CAPEX PLANS FOR SOME OF
[1:16] THE BIGGEST PLAYERS THE LIKES OF SPACE X.
[1:19] BUT FOR SMALLER PLAYERS, THE UNEVEN ACCESS TO CAPITAL SEEING
[1:22] HEADLINES THE NEWS FLOW OF THE LAST WEEK. LISA:
[1:29] MAKING IT SCALE THIS NVIDIA NEO CLOUD A REAL QUESTION ABOUT HIS
[1:33] VALUATION AND THE IPO PLANNING SHOOTING FOR SOMETHING LIKE 30
[1:37] BILLION DOLLARS WITH PEOPLE PUSHING BACK SAYING ITS 9
[1:39] BILLION. ULTIMATELY THE REAL QUESTION
[1:43] ABOUT THE EVALUATIONS LINED UP AHEAD OF THE KEY IPO WHICH IS
[1:48] ANTHROPIC AND EVALUATION COMES INTO BORROWING COSTS OF
[1:50] COREWEAVE BLOWING THROUGH THE ROOF AND THE QUESTION OF HOW
[1:52] MUCH THAT COULD. JONATHA