Bloomberg Surveillance

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.

Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.

Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.

And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:
Bloomberg Intelligence Senior Technology Analyst Anurag Rana
James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital
Bloomberg News Senior Technology Reporter Kurt Wagner
Bloomberg Tech Co-Host Ed Ludlow
Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man
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Bloomberg's Tom Keene and Jonathan Ferro discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments.

The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction.
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Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance
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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 conversations with Bank of Nassau's Win Thin & Constance Hunter of EIU.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 28th, 2026

Featuring:
1) Constance Hunter, Chief Economist at EIU, shares her expectations for today's FOMC rate decision.
2) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how small cap outperformance has evolved into an economic growth trade in 2026.
3) Win Thin, Chief Economist at Bank of Nassau & Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, join for an extended conversation on the state of the American economy.
4) Saleha Mohsin, Bloomberg News Senior Washington Correspondent, on recent dollar volatility and President Trump's looming Fed chair pick.
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