Bloomberg Surveillance

Listen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.

Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off.

Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.

To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Keith Naughton, Bloomberg News Auto Reporter
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
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Featuring:
Max Kettner, Chief Multi-Asset Strategist at HSBC Bank
Subadra Rajappa, Managing Director & Head of Research-SG Americas at Societe Generale
John Stankey, Chairman & CEO of AT&T
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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
Wednesday, July 22, 2026
Featuring:
1) Tony Crescenzi, Executive VP, Market Strategist, and Generalist Portfolio Manager at PIMCO, on what he's seeing in bonds and the 10-year outlook.
2) Tina Fordham, founder at Fordham Global Foresight, talks about the latest developments in the Iran war and where we stand in the geopolitical super cycle.
3) Raphael Thuin, Head: Capital Market Strategies at Tikehau Capital, talks private debt and the golden age of credit investing.
4) Mona Mahajan, Senior Investment Strategist with Edward Jones, talks stock market rotations and all eyes on earnings season.
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Featuring:
Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management
Francisco Blanch, Head: Global Commodities & Derivatives Research at Merrill Lynch
Paul Jacobson, General Motors Executive VP & CFO
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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 SweeneyTuesday, July 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case.
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."
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