THE THINGS DRIVING THE MARKET HAVE NOW SWITCHED OVER. >> IT IS NO LONGER WE WILL TAKE FACE VALUE THE AI TRADE. >> WE ARE HEARTENED BY THE EMBRACE OF THIS ROTATION. >> WE THINK IT'S A STOCK PICKERS MARKET SO YOU HAVE TO BE SELECTIVE. >> PLENTY OF OPPORTUNITY TO DIVERSIFY. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: GOOD MORNING, GOOD MORNING. FROM OUR AUDIENCE WORLDWIDE, BLOOMBERG SURVEILLANCE STARTS NOW. COMING INTO FRIDAY, CPI FRIDAY, TECH JITTERS ...

Jim, I like this is quickly becoming my fascination because it does feel like sci fi, the idea that you could have data centers in space. How far away are we from that being a reality. Yeah, well, first, welcome to the club.I've been thinking about this for about ten years and have been filing patents in various different companies for data centers in space. And it's a reality. I think it's, you know, a number of years off.Like my good friend Dirk said, What we're doing at Phantom Space is the idea eventual ...

So we are off the week of this reignited fear of software in the air disruption, SARS, pocalypse, whatever you want to call it. When you look at some of the carnage specifically in public markets, how much of it is just an issue of sentiment, a narrative that's gotten wrong, something wrong or an actual fundamental issue with software. Yeah, well, thank you.This is is a great time to time because we see so much opportunity in this new world of A. I. We don't necessarily view SAS and AI as different things.A ...

North Korean leader Kim Jong Un’s teenage daughter, Kim Ju Ae, appears to have entered a phase of being designated as his successor, South Korea’s National Intelligence Service told lawmakers Thursday (translation via AP). -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, fea ...

How much are you feeling satisfied in the process that you could get a hearing for the nominee Kevin Walsh in the notsodistant future. Do you think that that's feasible. >> Well, we could have a hearing all we want, but until the investigation is done, I still believe that the initial inquiry and the investigation was a flex to try and get the current chair to step aside.Chair Pal has a term as chair that expires in May. Uh he also has a term that can extend for two more years. I have no intention allowing ...

Washington and Taipei have finalized a trade deal to cut tariffs and to boost market access for US products in Asia. Goods from Taiwan will now face a 15% tariff, with some exceptions for tech and pharmaceuticals. Taiwan is pledging to buy $44 billion of U.S. energy and further open its markets.But uncertainty remains over Taipei's promises to invest hundreds of billions in U.S. chipmaking. Let's bring in Bloomberg Washington Deputy Bureau Chief Laura Davison. Laura, so we now have this finalization of a tr ...

This processor built by Alphabet needed five minutes to solve a problem that one of the world's fastest existing supercomputers would need 10 septillion years to answer. That's right, longer than the age of the universe. The experimental Google machine used what's known as quantum computing.Technology at the heart of the next great race from Washington to Beijing for commercial and military supremacy. It could mean accelerated progress in areas like drug research, artificial intelligence, defense, and finan ...

What should you buy this morning. What are you recommending, what you're advocating for at the moment. Well, so let me maybe answer the question a little bit differently.If you look at if you look at the tech basket relative to the rest of the market, it's earnings are on fire. It's and it's multiples are down 20% versus the rest of the market. So I think the tech basket looks incredibly attractive.If I look at if there's one group that kind of stands out, it's actually the the the semis, the semiconductor ...

WE SHOULD THROW DATA PRIVACY DATA BREACH IN THERE SO THAT WE GET IT RIGHT AND WE HAVE A GO PLAY STANDARD THAT THE EU CAN BE INSTRUCTED BY. LISA: PEOPLE ARE CONCERNED ABOUT THIS MARKET TRANSITION AND THE PAIN THAT COULD COME ALONGSIDE IT. IT IS ONE WEITZEN -- ONE REASON WHY PEOPLE ARE SAYING IT MIGHT BEHOOVE THE FED TO CUT RATES AGGRESSIVELY IN ORDER TO EASE THE PAIN FOR A NUMBER OF INDIVIDUALS WHO OTHERWISE MIGHT BE LOSING THEIR JOB.HOW MUCH ARE YOU FEELING SATISFIED IN THE PROCESS THAT YOU COULD GET A HEAR ...

Maybe you're here with NetApp. Of course. I want you to tell me what you're doing.That special with Jerry, with the NFL. What makes you and your company brilliant. Oh, I love that.You know, NetApp is a data company. We believe that data is it powers everything. And especially when you think about what it does for the NFL and what it does for the 40 Niners and especially as it comes to life for Super Bowl 60.Data is behind everything, right. It's this is the most intensive data sports moment for data in spor ...