Bloomberg Surveillance

Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Featuring:
Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab
Chris Caso, Managing Director: Semiconductors at Wolfe Research
Edward Mills, Managing Director & Washington Policy Analyst for Raymond James
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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, February 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Steve Englander & Meredith Whitney.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.