Bloomberg Surveillance 2/6/2026

♪ ♪ >> THIS IS AN ENVIRONMENT OF WINNERS AND LOSERS. >> THE SUM TOTAL IN OUR MIND IS THAT PEOPLE ARE CAUTIOUS WITH REGARD TO TECHNOLOGY. >> THERE IS ANTICIPATION OF DISRUPTION. >> AI IS CREATING A MAJOR DISRUPTION.>> THE REAL ASSET BUBBLE IS STILL IN FRONT OF US. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, THESE, AND ANNMARIE HORDERN. >> "BLOOMBERG SURVEILLANCE" STARTS RIGHT NOW.ALPHABET TOPPING ESTIMATES AND ANNOUNCING A MONSTER YEAR OF CAPEX FOLLOWING A $1 TRILLION WIPED IN SOFTWARE STOCKS OV ...