Featuring: Sebastien Page, CIO &amp; Co-Head of Global Investments at T. Rowe Price Heath Terry, Managing Director &amp; Global Head: Technology &amp; Communication Research at Citigroup Former New York Fed President Bill Dudley See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: June 25th, 2026

Bloomberg Surveillance

Bloomberg Surveillance. The Sibon. The Sibon. The Sibon. The Sibon. The Sibon.

icons about the news of the moment. But I've always been curious, who are these people as leaders? I don't think there's one right way to be a leader. Make decisions. A poor decision is always better than no decision. Listen to new episodes every other Monday. Follow Leaders with Francine Lacroix wherever you get your podcasts. Bloomberg Audio Studios. Podcasts,

Radio News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Farrow, along with Lisa Abramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or anywhere else

you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business App. We begin this hour with stocks pushing higher following a boost from Micron's blowout earnings report. Sebastian Page of T. Rowe Price writing, AI is an expanding theme from GPUs to other bottlenecks along the data center supply chain, as Buzz Lightyear said, to infinity and beyond. Sebastian joins us now for more. Seb, welcome back to the program, buddy. You're just saying stay on, grip tight, keep rounding this ball.

John, when I wrote my notes, I didn't think you'd pick up on the Buzz Lightyear quote. I'm going to be honest. We have an expanding trade from bottlenecks to, you know, more and more bottlenecks. You're looking at cooling, at electrification, at aerospace, at gas turbines. We're invested in those bottlenecks. We think it's a trade that has legs. Look, the AI build out, a lot of people

Bloomberg Surveillance TV: June 25th, 2026

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Bloomberg Surveillance TV: June 25th, 2026

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.