Bloomberg Surveillance

Featuring:
Peter Tchir, Director & Head: Macro Strategy at Academy Securities
Jonathan Lieber, Managing Director & Head: Research at Eurasia Group
Veronica Clark, Economist at Citi
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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 Frances Donald and Jordan Rochester.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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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
Friday, April 24th, 2026
Featuring:
1) Kay Herr, CIO: US GFICC at JPMorgan, talks about market fundamentals remaining strong, as well as the outlook for Fed policy amid the Iran war.
2) Elisabeth Reynolds, MIT Professor, discusses her new book on "priority technologies" for the United States and the global industrial and supply chain battle.
3) Winnie Cisar, Global Head of Strategy at CreditInsights, talks about fading the credit rally and being careful to mistake calm for clarity.
4) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US economic and labor risks.
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Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations.

Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
Bloomberg Tech co-host Ed Ludlow
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Featuring:
Keith Lerner, CIO & Chief Market Strategist at Truist Advisory Services
Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation
Paul Sankey, Lead Analyst at Sankey Research
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