Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald’s leadership shakeup, Bob Sloan of S3 says SpaceX is the “frothiest trade the market has even seen.” Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman’s Amanda Lynam joins us with a look at hidden credit stress.

Chapters:
00:00:00 – Open Interest
00:01:08 – SpaceX Earnings Preview, AI Spending, Starlink Cash Flow, Lockup Expiration & Tesla Merger Speculation
00:04:12 – Pfizer, Merck, Patent Expirations, Drug Pipelines & Pharma Cost Cuts
00:07:20 – McDonald’s Weak Traffic, Consumer Spending Pressure & K-Shaped Economy
00:09:47 – Caterpillar AI Demand, Spotify Outlook & Nike Downgrade
00:11:05 – High Interest | Anthropic-Nvidia Compute Deal, U.S.-Japan Yen Intervention & U.S.-Iran Hormuz Negotiations
00:12:16 – Iran Deal Talks, Strait of Hormuz, China AI Policy & White House Strategy
00:17:30 – Nimrit Kang Northstar Asset Management | AI Broadening Beyond Mega Caps, Earnings Growth, Caterpillar & Market Rotation
00:30:54 – Top Calls | Nike Downgrade, Walmart Downgrade & Palantir Price Target Increases
00:31:58 – Palantir’s AI Growth, Government Contracts, SpaceX AI Strategy & Compute Monetization
00:38:51 – Caterpillar Earnings, AI Infrastructure Boom, Data Center Demand & Industrial Growth
00:44:17 – JOLTS, Durable Goods, Business Investment & AI Impact on Economic Data
00:46:23 – Indrani De FTSE Russell | AI Concentration Risk, Small-Cap Leadership, Higher Rates & Equity Market Volatility  
00:54:43 – High Interest: NYC Rat Decline, Wells Fargo Tokenized Deposits, JPMorgan AI Hiring & AI Credit Risks
00:56:28 – Amanda Lynam Goldman Sachs | AI Credit Markets, Private Credit, Concentration Risk & Debt Financing for AI Infrastructure
01:05:32 – Jim Cantrell Phantom Space | SpaceX Earnings, Space Industry Outlook, Capital Availability & Launch Market Competition
01:11:35 – ON Semiconductor, Snap Results & SpaceX Ahead of Earnings
01:13:24 – Bob Sloan S3 Partners | SpaceX Short Interest, Lockup Risks, Tesla Comparisons & Hedge Fund Positioning
01:21:29 – Hedge Fund Returns, AI Volatility & Situational Awareness Fallout
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Anna Edwards, Lizzy Burden and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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US equity futures edge higher ahead of the July payrolls report. Oil gains as Iranian lawmakers say they would seek to bar US and Israeli ships from the waterway as part of a deal to reopen the Strait of Hormuz. Rory Blundell of Gravitee discusses the security risks of AI models “going rogue.” Christopher Hodge of Natixis looks ahead to the US jobs report.

Chapters:
00:00:00 – Bloomberg Brief Begins, Top Stories & Market Setup
00:00:46 – Global Market Check: Asian Markets Ahead of U.S. Jobs Report
00:01:49 – European Markets & Stocks Near Record Highs
00:02:42 – U.S. Futures, Treasury Yields & Oil
00:03:22 – First Look Movers: Airbnb, Cloudflare & Trade Desk
00:04:33 – Iran, Strait of Hormuz & Rising Oil Risks
00:07:31 – Japanese Yen Intervention & Bank of Japan
00:10:09 – Trending on the Terminal: SpaceX, SK Hynix & Market Risk
00:12:20 – Trump, Kevin Warsh & Federal Reserve Rates
00:13:12 – Rory Blundell, Gravitee CEO and Co-Founder, on AI Security & Governance
00:18:48 – Front Page News: Meta, Russia & Birthright Citizenship
00:20:59 – Market Reset
00:22:07 – First Look Movers: Airbnb, Cloudflare & Trade Desk
00:23:28 – Christopher Hodges, Natixis Chief US Economist, on July Jobs Report Expectations & Is a September Fed Rate Hike Coming?
00:31:20 – Trending on the Terminal: Trump, Vaccines & Allianz
00:33:12 – Iran-Oman Deal & Shipping Restrictions, Houthi Escalation in Yemen & Red Sea
00:36:44 – AI Stocks, Chip Valuations & Market Volatility
00:38:44 – SpaceX Shares & Lockup Expiration
00:41:36 – What to Watch Ahead: Jobs Report, Fed Speakers & Weekend Outlook
——–
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Sony Pictures Entertainment Motion Picture Group Chairman and CEO Tom Rothman says this latest Spider-Man movie was deeper and more emotional than others in the franchise. He says “Spider-Man: Brand New Day” could be one of the studio’s most profitable movies ever. Rothman also talks about ticket prices and making movies in California on “Bloomberg The Close.”
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Stocks extended gains as investors turned their focus to corporate earnings after weeks of choppy trading spurred by concerns over tech valuations and the conflict in the Middle East.

Iran suggested negotiations with Oman to get more ships moving through the Strait of Hormuz are making progress, but President Donald Trump expressed renewed frustration after calling off what he said was a major attack on the Islamic Republic.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden.

Chapters:
00:00:00 – The Opening Trade
00:00:55 – Market Check
00:02:19 – BP Earnings
00:04:38 – European Earnings
00:05:34 – Growth in Europe ‘Sucks’: Palantir CEO
00:07:54 – Oil Rises, Brent Crude Levels
00:19:18 – BP CEO Meg O’Neill
00:24:25 – Bond Market Check
00:26:45 – S&P Closes Near Record High
00:29:32 – Dollar Falls to Lowest Since June
00:39:45 – Bessent Seeks Fed Help in Yen Defense
00:46:57 – Stocks to Watch: BP, Lufthansa, HSBC
00:51:52 – HSBC Stock
01:03:15 – BP Stock
01:06:44 – We Support the UK Government: BP CEO
01:14:51 – Trump Says Talks With Iran are ‘Last Chance’
01:27:51 – Continental CFO Roland Welzbacher
01:33:11 – SpaceX to Report First Earnings
——–
More on Bloomberg Television and Markets

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