Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 Bloomberg Surveillance starts
00:04:25 Oppenheimer’s John Stoltzfus on AI Stocks, Nvidia, S&P 500 & Market Outlook
00:18:16 Veda Partners’ Henrietta Treyz on Iran, Trump Sanctions & Strait of Hormuz
00:30:43 Wedbush’s Dan Ives on Nvidia, Microsoft, AI Spending & Big Tech
00:41:27 Morgan Stanley’s Matt Hornbach on Fed Rates, Inflation & Jobs Report
00:52:23 BlackRock’s Wei Li on AI Investing, US Stocks & Global Markets
01:05:51 Marc Short on Trump, Supreme Court, Federal Reserve & Lisa Cook
01:17:46 Barclays’ Venu Krishna on S&P 500 Target, AI Bubble & Tech Stocks
01:28:21 JPMorgan’s Bob Michele on Fed Policy, Bonds & Inflation
01:40:05 Charles Schwab’s Kevin Gordon on AI Trade, Tech Stocks & Market Breadth
01:53:54 CIBC’s Rebecca Babin on Oil Prices, OPEC+, Iran & Energy Markets
02:05:27 ITR Economics’ Lauren Saidel-Baker on Jobs Report, Hiring & US Economy
02:15:44 Carlyle’s David Rubenstein on Kevin Warsh, AI Investing & Fed Independence
——–
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Technology stocks fall ahead of the US June payrolls report. The yen strengthens sharply against the dollar as traders stay alert for a potential intervention from the Japanese government. Apple is said to have appealed to the Trump administration in an effort to buy Chinese-made memory chips from firms on Pentagon’s blacklist. OpenAI is reportedly having discussions about giving the US government a 5% stake in the company. Veronica Clark of Citi looks ahead to the June jobs report.

00:00:00 Opening Headlines: Tech rally, payrolls, OpenAI, Apple & yen
00:03:05 Premarket Movers: Tech selloff, Bayer upgrade, American Eagle
00:04:30 Jobs Preview: What matters most in the June payrolls report?
00:08:22 OpenAI proposes handing Trump administration 5% stake
00:14:26 Trending on the Terminal
00:22:27 Front Page News
00:24:17 Payrolls Deep Dive with Michael McKee
00:29:58 Fed reaction, inflation & policy outlook
00:33:02 Trending on the Terminal
00:42:11 What to Watch
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest news. On today’s show, Republican Congressman Jason Smith, Stonecourt Capital Partner Rick Davis, Beyond Politics Podcast Host Matt Robison and Democratic Congresswoman Suzan DelBene.

Chapters
00:00:00 Balance of Power: Early Edition Open
00:00:36 June Jobs Report Misses Expectations
00:04:03 Breaking Down the June Jobs Report
00:05:00 Michael McKee on What the Fed Sees
00:06:35 Will the Fed Hold Rates Steady?
00:07:45 Consumer Confidence, Inflation & Gas Prices
00:09:20 House Ways & Means Chair Jason Smith Interview
00:10:15 One Big Beautiful Bill: One Year Later
00:12:10 Is Budget Reconciliation 3.0 Coming?
00:14:25 Social Security & Tax Reform Debate
00:16:00 USMCA Trade Agreement Review
00:17:15 AI, Government Investment & OpenAI Discussion
00:18:55 Market Update: Tech Selloff & Record Dow
00:21:00 America’s 250th Birthday Celebration Preview
00:23:10 Political Panel: Patriotism, Politics & America turns 250
00:25:20 Fundraising Fight Over Freedom 250
00:27:55 Is America’s Two-Party System Changing?
00:34:20 Campaign Finance Ruling & Midterm Fundraising
00:35:25 DCCC Chair Suzan DelBene on Democratic Strategy
00:38:10 Democratic Primaries & Swing Districts
00:44:15 AI Trade Rotation & Semiconductor Selloff
00:46:00 SpaceX, SK Hynix & Index Changes
——–
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Charles Schwab Chief Investment Strategist Liz Ann Sonders, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Union Square Advisors President & Co-Founder Ted Smith, Guggenheim Partners Senior Analyst of Retail & E-Commerce Simeon Siegel, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Bank of America Co-Head of Global FICC Sales Rashaan Reid, Ramp Economist Ara Khazarian, The Conference Board Chief Economist Dana Peterson, & Chuck E. Cheese CEO Scott Drake.

Chapters:
00:00:00 Bloomberg The Close
00:03:10 Charles Schwab on Market Rotation & Leadership
00:10:31 Meta’s AI Cloud Ambitions Shake Up Tech
00:15:04 Top Calls
00:16:33 Software Stocks, AI Infrastructure & Investor Sentiment
00:23:50 IPO Market Outlook After SpaceX
00:30:34 Stock of the Hour: Nike Rallies After Earnings
00:36:48 Kayne Anderson on Market Breadth & AI Investing
00:43:22 Closing Bell
00:46:08 Meta Surges, Microsoft Rebounds & IPO Winners
00:48:51 CoreWeave, Caterpillar & Walmart Lead Decliners
00:56:13 Bank of America on AI Financing & Higher Rates
01:04:20 Inside the Private Bond Market’s AI Boom
01:08:15 AI Adoption Is Creating Jobs, Not Cutting Them
01:13:12 Dana Peterson Previews the June Jobs Report
01:19:14 Chuck E. Cheese’s Expansion Strategy
01:28:14 What to Watch
——–
More on Bloomberg Television and Markets

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