Bloomberg Surveillance 2/6/2026

THERE IS A SENTIMENT OVERHANG. >> WE ARE COMING TO A POINT IN THE AI TRANSFORMATION WHERE DISPERSION IS MUCH GREATER. >> THE AI BOOM IS COMING. >> ROTATION IS THE NUTRIENT.>> INVESTORS ARE INCREASINGLY WONDERING WHICH NARRATIVE DO WE WANT TO PICK. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING.FOR OUR AUDIENCE WORLDWIDE, "BLOOMBERG SURVEILLANCE" STARTS RIGHT NOW. COMING INTO FRIDAY ...