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Bloomberg Surveillance

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Bloomberg Surveillance
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  • Bloomberg Surveillance

    Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

    30/07/2026 | 10 mins.
    Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.
    For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    Ed Ludlow, Bloomberg Tech co-host
    Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
    Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech
    See omnystudio.com/listener for privacy information.
  • Bloomberg Surveillance

    Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

    30/07/2026 | 18 mins.
    Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.

    For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    Ed Ludlow, Bloomberg Tech co-host
    Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure
    Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
    See omnystudio.com/listener for privacy information.
  • Bloomberg Surveillance

    Bloomberg Surveillance TV: July 30th, 2026

    30/07/2026 | 18 mins.
    Featuring:
    Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management
    Paul Sankey, Founder of Sankey Research
    James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President
    See omnystudio.com/listener for privacy information.
  • Bloomberg Surveillance

    Reacting to PCE, GDP, and Kevin Warsh

    30/07/2026 | 42 mins.
    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 July 30, 2026
    Featuring:

    1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday.
    2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price.
    3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple.
    4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.
    See omnystudio.com/listener for privacy information.
  • Bloomberg Surveillance

    Earnings Roundup: Meta, Microsoft & Qualcomm

    29/07/2026 | 17 mins.
    Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm.
    Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours.
    To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
    Ed Ludlow, Host, Bloomberg Tech
    Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence
    See omnystudio.com/listener for privacy information.
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About Bloomberg Surveillance
Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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