Nvidia Reports as SpaceX & OpenAI IPOs Gain Steam

Nvidia Reports as SpaceX & OpenAI IPOs Gain Steam

Author: Bloomberg May 21, 2026 Duration: 26:42

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 SweeneyThursday, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.

See omnystudio.com/listener for privacy information.


Each weekday, the sharp, informed voices of Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern translate the complex movements of global markets into clear, actionable insight. This Bloomberg Surveillance podcast distills the essential interviews and analysis from their television broadcast, offering a direct line to the minds shaping finance, economics, and investment strategy. You’ll hear unfiltered conversations with central bankers, CEOs, and policymakers, all focused on the forces driving capital and change. For the best extended dialogues from the radio side, Tom Keene and Paul Sweeney join in, deepening the exploration of critical themes. It’s more than just headlines; it’s about understanding the *why* behind the numbers. Tuning into this daily podcast provides a consistent advantage, whether you’re managing a portfolio or simply need to grasp the economic narratives defining our world. The pace is brisk and the perspective is global, mirroring the markets themselves.
Author: Language: en-us Episodes: 100

Bloomberg Surveillance
Podcast Episodes
Bloomberg Surveillance TV: April 29th, 2026 [not-audio_url] [/not-audio_url]

Duration: 21:41
Featuring: George Goncalves, Managing Director & Head: US Macro Strategy at MUFG Securities Americas Libby Cantrill, Managing Director & Head: Public Policy at PIMCO Former Kansas City Fed President Esther George See omn…
Fed Decision and Price Pressures [not-audio_url] [/not-audio_url]

Duration: 28:24
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, April 29th, 2026Featuring:1) Glenn…
Single Best Idea with Tom Keene: Robert Kaplan & Eddie Fishman [not-audio_url] [/not-audio_url]

Duration: 3:30
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Robert Kaplan & Eddie Fishman. Watch Tom and Paul LIVE every day on Y…
Bloomberg Surveillance TV: April 28th, 2026 [not-audio_url] [/not-audio_url]

Duration: 20:34
Featuring: US Secretary of Energy Christopher Wright Paul Jacobson, Executive VP & CFO of General Motors Retired Lieutenant General Karen Gibson of Academy Securities See omnystudio.com/listener for privacy information.
US Economic Signals and the Latest on Iran Negotiations [not-audio_url] [/not-audio_url]

Duration: 31:57
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 SweeneyTuesday, April 28th, 2026Featuring:1) Robert Ka…
Single Best Idea with Tom Keene: Rebecca Patterson and Mishal Husain [not-audio_url] [/not-audio_url]

Duration: 4:24
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Rebecca Patterson and Mishal Husain Watch Tom and Paul LIVE every day…
Fallout From the DC Gala Attack; King Charles Visits Washington [not-audio_url] [/not-audio_url]

Duration: 28:54
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 Monday, April 27th, 2026Featuring:1) Mishal H…
Bloomberg Surveillance TV: April 27th, 2026 [not-audio_url] [/not-audio_url]

Duration: 19:22
Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Dr. Sonal Desai, Executive VP & CIO: Fixed Income at Franklin Templeton Olivia Wassenaar, Head of A…
Bloomberg Surveillance TV: April 24th, 2026 [not-audio_url] [/not-audio_url]

Duration: 19:58
Featuring: Peter Tchir, Director & Head: Macro Strategy at Academy Securities Jonathan Lieber, Managing Director & Head: Research at Eurasia Group Veronica Clark, Economist at Citi See omnystudio.com/listener for privacy…
Single Best Idea with Tom Keene: Frances Donald and Jordan Rochester [not-audio_url] [/not-audio_url]

Duration: 3:55
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Frances Donald and Jordan Rochester. Watch Tom and Paul LIVE every da…