Bloomberg Surveillance 2/3/2026

WE WERE SEEING THE AI JITTERS BACK IN THE MARKET. >> THE RISK ATMOSPHERE IS ELEVATED. >> THE DISPERSION BETWEEN THE HAVE AND HAVE-NOTS ARE ALMOST UNBELIEVABLE.>> PEOPLE SHOULD NOT BE CONCERNED ABOUT THE ABSOLUTE INCREASE IN MARKET CAPITALIZATION. THE CONCERN SHOULD BE THE CAP -- THE CONCENTRATION. >> EARNINGS GROWTH IS THE LAST ENGINE OF RETURN AND THAT ENGINE IS STILL GOING.>> THIS IS BLOOMBERG SURVEILLANCE. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, BLOOMB ...