Bloomberg Surveillance

Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Ed Ludlow, Bloomberg Tech co-host
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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, July 23, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.
2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.
3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.
4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.
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Listen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.

Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off.

Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.

To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Keith Naughton, Bloomberg News Auto Reporter
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
See omnystudio.com/listener for privacy information.

Featuring:
Max Kettner, Chief Multi-Asset Strategist at HSBC Bank
Subadra Rajappa, Managing Director & Head of Research-SG Americas at Societe Generale
John Stankey, Chairman & CEO of AT&T
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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, July 22, 2026
Featuring:
1) Tony Crescenzi, Executive VP, Market Strategist, and Generalist Portfolio Manager at PIMCO, on what he's seeing in bonds and the 10-year outlook.
2) Tina Fordham, founder at Fordham Global Foresight, talks about the latest developments in the Iran war and where we stand in the geopolitical super cycle.
3) Raphael Thuin, Head: Capital Market Strategies at Tikehau Capital, talks private debt and the golden age of credit investing.
4) Mona Mahajan, Senior Investment Strategist with Edward Jones, talks stock market rotations and all eyes on earnings season.
See omnystudio.com/listener for privacy information.