Bloomberg Surveillance: AI Capital Pushback, Midterm Markets, and Fed Policy Ahead of a Pivotal Data Week

Bloomberg Surveillance examines the market debate over AI capital spending as major technology companies accelerate fundraising through bonds and equity, while investors question valuations, credit ratings, and returns. The program also previews midterm elections, Federal Reserve policy, and a heavy schedule of economic data and earnings.

■ AI Capital & Big Tech
- OpenAI and Anthropic fundraising, IPO prospects, and credit rating outlook
- Alphabet, Microsoft, Meta, and Oracle bond offerings and capital costs
- NVIDIA, AMD, Qualcomm, and the semiconductor and data center buildout
- Apple earnings and the iPhone cycle

■ Markets, Fed & Economy
- Midterm elections as a clearing event or source of volatility
- Fed rate expectations, Treasury quarterly refunding, and yield dynamics
- ISM data, payrolls, and analyst earnings outlooks

■ Geopolitics & Politics
- Iran diplomacy and its impact on crude oil prices
- Michigan Senate race and Democratic Party dynamics

The discussion is suited to investors, market professionals, and anyone tracking the intersection of technology, policy, and financial markets. Viewers can gain context on how capital markets, Federal Reserve policy, and election outcomes are shaping investment decisions, and use the points raised to frame their own questions as the week's data and earnings arrive.