Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.

These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.

Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's

driving those gains and losses. If you want to stay plugged into the stock market, but don't

want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you

to get informed. Listen a couple times throughout the day to find out what's moving equities and why.

Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.

Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

Subscribe to Stockmovers, wherever you get your podcasts.

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Podcasts, Radio, News.

This is the Bloomberg Surveillance Podcast.

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television

weekday mornings from 6 to 9 a.m. Eastern.

Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the Bloomberg

Terminal and the Bloomberg Business app. We begin this hour with stocks rising after having

their best day since May on solid corporate earnings and a renewed rate cut. But meanwhile, Jack

Caffrey of J.P. Morgan writing, with the weakness, we have gone from a market with distinct,

cyclical and secular underpitting bias to a more unique setup. Jack joins us now, Jack.

The unique setup has a lot to do with AI and the fact that that seems to overwhelm all concerns. Is that how

you see it? Certainly when you look through the market continues to be dominated by the

...