Bloomberg Surveillance 11/6/2026

Channel: Bloomberg Television

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Read a transcript preview of “Bloomberg Surveillance 11/6/2026” from Bloomberg Television, uploaded on 2026-11-06.

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Language: English (creator captions)

[0:05] >> THERE IS A PAINFUL TRANSITION OCCURRING IN THIS MARKET

[0:06] UNDERNEATH. >> IF YOU LOOK AT THE CYCLE,

[0:10] I'VE NEVER SEEN ANYTHING QUITE LIKE IT.

[0:13] >> THE CONCERN OVER THE AI BUILDOUT IS SOMEWHAT OVERBLOWN.

[0:18] I LOOK AT IT MORE AS A SPEED OUT -- SPEEDBUMP.

[0:21] >> IT IS MORE A REASSESSMENT OF THE AI TRAIT.

[0:24] >> A LITTLE BIT OF THESE LOW DOWN TO REACH THE LEVEL OF

[0:28] ADOPTION WE NEED TO REACH THIS AI BUILDOUT IS A GOOD THING.

[0:29] FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.

[0:35] LISA: GOOD MORNING. LIVE FROM YOUR, WELCOME TO

[0:36] "BLOOMBERG SURVEILLANCE." PICKING UP THE PIECES AFTER THE

[0:41] WORST SELLOFF IN U.S. STOCK SINCE MARCH OF 2020, ERASING

[0:46] TRILLIONS OF DOLLARS OF MARKET VALUATION, PAIN BROADENING OUT

[0:51] WELL BEYOND TECH, LEAVING TRADERS SEARCHING FOR ANSWERS

[0:53] AND HAVENS. EVEN MORE QUESTIONS FOR

[0:55] ANTHROPIC AND ITS IMPENDING IPO. WILL YOU BE ABLE TO COME TO

[0:58] MARKET THE NEXT COUPLE WEEKS? ANNMARIE: ONE OF THOSE DAYS WHEN

[1:04] WHY WOULD YOU WANT TO COME TO MARKET NOW WHEN YOU SEE THE

[1:07] PHILLY SEMI CONDUCTOR INDEX DOWN 12%, THE S&P DOWN MORE THAN 4%,

[1:13] THE BIGGEST SLUM SINCE TRUMP'S LIBERATION DAY AND ALL THAT

[1:15] VOLATILITY. THEN THIS ARTICLE IN THE WALL

[1:18] STREET JOURNAL ABOUT ANTHROPIC AND HOW INVESTORS ARE SKEPTICAL

[1:20] OF ACTUALLY HOW MUCH THEY WILL BE WORTH, IN TERMS OF THE

[1:23] VALUATION. IS IT .5 TRILLION, IS A

[1:26] POTENTIALLY LESS? AND ANOTHER INVESTOR WHO PLANS

[1:31] TO PARTICIPATE IN ANTHROPIC SAYS IT MIGHT WAIT FOR MORE FAVORABLE

[1:35] CONDITIONS. LISA: HOW MUCH OF THIS IS TIED

[1:39] TO THE ELECTION AND HOW MUCH IS THE SYSTEMATIC TRADING?

[1:43] ULTIMATELY THE

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