Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average.

For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 30th, 2026

Featuring:

1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook.

2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns.

3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose .

4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday.

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Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
• Nela Richardson, Chief Economist & ESG Officer at ADP
• Milissa Hutchinson, Head of US Wealth at Nomura

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Featuring:

• Mike Feroli, Chief US Economist at JPMorgan
• Gargi Chaudhuri, Global Chief Investment Strategist: Investment and Portfolio Solutions at BlackRock
• James Bullard, Former President of the Federal Reserve Bank of St. Louis & Dean of the Purdue University Mitch Daniels School of Business

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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, October 29th, 2026

Featuring:

1) Darrell Cronk, CIO: Wealth and Investments at Wells Fargo and Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to today's inflation and growth data.

2) Ed Morse, Special Advisor at Hartree Partners, joins for a discussion on upside and downside risks to energy prices as well as refinery concerns.

3) Jeetu Patel, Chief Product Officer at Cisco, joins to talk agentic AI and where the AI trade is headed as a results.

4) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about the outlook for Congress and executive orders post-Midterms

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Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.

But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.”

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Featuring:

• Gita Gopinath, Former IMF Deputy Managing Director
• Brian Gardner, Chief Washington Policy Strategist at Stifel
• Lisa Shalett, CIO at Morgan Stanley Wealth Management

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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
Wednesday, October 28th, 2026

Featuring:

1) Constance Hunter, Chief Economist at EIU, joins for a Fed preview and talks about where we are in the rate hiking cycle.

2) Dominic Konstam, Head: Macro Strategy at Mizuho, discusses the Fed's rate hike predicament post-today's meeting.

3) David Schassler, Head: Multi-Asset Solutions at VanEck Funds, talks gold, commodities, and outlook for the AI trade ahead of tech earnings.

4) Ed Ludlow, host of Bloomberg Tech, gives us a preview of this week's big tech earnings.

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