Bloomberg Surveillance

Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close.
Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston.

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Featuring:
Mike Feroli, Chief US Economist at JPMorgan
Gargi Chaudhuri, Global Chief Investment Strategist: Investment and Portfolio Solutions at BlackRock
James Bullard, Former President of the Federal Reserve Bank of St. Louis & Dean of the Purdue University Mitch Daniels School of Business
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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, October 29th, 2026
Featuring:
1) Darrell Cronk, CIO: Wealth and Investments at Wells Fargo and Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to today's inflation and growth data.
2) Ed Morse, Special Advisor at Hartree Partners, joins for a discussion on upside and downside risks to energy prices as well as refinery concerns.
3) Jeetu Patel, Chief Product Officer at Cisco, joins to talk agentic AI and where the AI trade is headed as a results.
4) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about the outlook for Congress and executive orders post-Midterms
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Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.
But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.”
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Featuring:
Gita Gopinath, Former IMF Deputy Managing Director
Brian Gardner, Chief Washington Policy Strategist at Stifel
Lisa Shalett, CIO at Morgan Stanley Wealth Management
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