Big Tech AI Blowout and Fed Dissent

About this episode

The episode discusses Big Tech earnings, AI spending, energy markets, and the US economic outlook with various experts.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, April 30th, 2026 Featuring: 1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple 2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction 3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US 4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissent See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Tom Keene, Paul Sweeney

Guests: Angelo Zino, Jonathan Golub, Ed Hirs, Sophia Drossos

Topics covered

• Big Tech earnings
• AI spending
• S&P market direction
• energy markets
• US economic outlook
• Fed dissent

Keywords

• Big Tech
• AI spending
• S&P call
• energy markets
• US economy
• Fed dissent
• Brent Crude

Mentioned in this episode

Organizations: CFRA Research, Seaport Advisors, University of Houston, Point72

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