Nvidia Fails to Stoke AI Trade
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 26 February 2026
⏱️ 32 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 Sweeney
Thursday, February 26th, 2026
Featuring:
1) Ted Mortonson, Managing Director: Technology at Baird, and Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, react to Nvidia earnings.
2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses his approach to asset allocation as AI fears linger.
3) Drew Matus, Chief Market Strategist at MetLife, outlines his expectations for markets and the Fed's path ahead.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Americans leaving the US in record numbers, and New York Times reporting on the growing number of female art collectors.
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Transcript
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