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The State of the 2026 AI Trade

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, January 8th, 2026

Featuring:
1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing.

3) Wendy Schiller, Professor of Political Science at Brown University, reacts to the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.

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The State of the 2026 AI Trade

Bloomberg Surveillance

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