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Nvidia Earnings Loom for AI-Obsessed Stock Market | Bloomberg Surveillance

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February 25, 2026

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney

Wednesday, February 25th, 2026

Featuring:

1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.

2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.

3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.

4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.

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Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

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Guests & Subjects Covered

Watch TomPaul LIVEYouTube Bloomberg SurveillanceTom KeenePaul Sweeney Wednesday FebruaryPrincipal Asset ManagementMandeep Singh Global HeadTech Research

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