Big Tech AI Blowout and Fed Dissent
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 April 2026
⏱️ 42 minutes
🧾️ Download transcript
Summary
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 SweeneyThursday, April 30th, 2026
Featuring:
1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple
2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction
3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US
4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissent
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Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.8 | Some follow the noise. |
| 0:29.3 | Bloomberg follows the money. |
| 0:31.5 | Because behind every headline is a bottom line. |
| 0:35.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:40.0 | there's a money side to every story. And when you see the money side, you understand what others miss. |
| 0:46.9 | Get the money side of the story. Subscribe now at Bloomberg.com. |
| 0:58.1 | Bloomberg Audio Studios Podcasts Radio News. |
| 1:05.8 | This is the Bloomberg Surveillance Podcasts |
| 1:07.6 | Showlist. Catch us live |
| 1:10.0 | weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 1:14.8 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:21.2 | Angela Zeno with a CFRA research on technology. Angela, Paul's been preparing all morning |
| 1:26.5 | smart questions. Let me ask you the question. |
| 1:29.4 | Do we understand the depreciation trail of all this CAP-X? Is it six months or is it six years? |
| 1:37.7 | So, Tom, and thanks for having me. So I think it depends, right, on the actual asset we're |
| 1:43.3 | talking about. |
| 1:47.7 | And realistically, it could be anywhere from three to 15 years in many respects. But on average, when you're depreciating most of these assets, you're talking about five |
... |
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