Big Tech Earnings Boosts AI Sentiment
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 31 October 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, October 30th, 2025
1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout.
2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings.
3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on bidding beginning for the renovation of New York's Penn Station, and an Associated Press report on how cuts to SNAP benefits are changing Halloween handouts.
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Transcript
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| 0:32.8 | Hello and welcome. |
| 0:35.0 | This is the Michelle Hussein show. |
| 0:38.5 | I'm Michelle Hussein. |
| 0:41.3 | I speak with people like Elon Musk. |
| 0:42.2 | I think I've done enough. |
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... |
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