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Jonathan Ferro

Showing 1–2 of 2 interviews.

  1. Bloomberg Television2h 24m

    Bloomberg Surveillance 11/10/2026

    Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern, Cameron Dawson, Tyler Kendall, Scott Lincicome, Amrita Sen, Holger Schmieding, Lori Calvasina, Sarah Kunst, Deirdre Dunn, Tom Becker, Amos Hochstein, Tiffany Wilding, David Kelly, Isabel Lee, Michael McKee

    Federal Reserve Governor Chris Waller signaled a potential 50-basis point rate hike in December if core CPI exceeds 0.3%, prompting bond yields to spike and equity futures to drop as officials collectively adopted a hawkish stance to combat rising inflation. Simultaneously, Anthropic launched its IPO roadshow targeting a $1.4 trillion valuation amid reports of major tech investments, while NVIDIA faces intensified regulatory scrutiny over alleged government interference in a Commerce Department probe involving its CEO. Broader market sentiment remains volatile, with oil prices falling below $90 per barrel due to reduced geopolitical tensions and investors weighing the impact of aggressive monetary tightening against the AI sector's rapid revenue growth.

  2. Bloomberg Television2h 24m

    Bloomberg Surveillance 11/9/2026

    Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern, Grace Peters, Jon Lieber, Dominique Toublan, Kit Juckes, Sarah Hunt, Leland Miller, Matt Witheiler, Oksana Aronov, Liz Thomas, William Dudley, Seth Carpenter, Mike Contopoulos, Isabel Lee, Tyler Kendall, Bill Dudley

    Following CEO Jensen Huang's admission of an extramarital affair with a woman suspected of Chinese espionage, NVIDIA has launched an internal investigation that triggered a 6% share drop and sparked bipartisan congressional demands for a national security briefing. The probe into potential export control violations and the absence of a confirmed succession plan have intensified "key man risk" concerns while competitors like AMD and Alphabet capitalized on the volatility with rising stock values. Despite market fears of a prolonged regulatory crackdown, major asset managers currently frame the crisis as a risk repricing event rather than a fundamental collapse of the artificial intelligence sector.