Big Tech AI Blowout and Fed Dissent
4/30/202638 min
The latest in finance, economics and investment.
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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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Clips
Transcript preview
First 90 secondsSpeaker 00:01
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Speaker 10:24
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Speaker 21:26
[upbeat music] So there's a lot of noise about AI, but time's too tight for