Business
Markets Weigh Next Phase of AI Trade | Open Interest 6/24/2026
Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” The AI trade faces its next big test as Micron takes the earnings spotlight. Meanwhile, South Korea’s SK Hynix pursues a landmark US listing to help fund its AI ambitions. BlackRock’s Gargi Chaudhuri, Simplify’s Paisley Nardini and Hollow Brook’s Philip Richter discuss where investors can find opportunity and what risks they’re watching. Plus, MNTN CEO Mark Douglas discusses how AI and live sports are fueling a global advertising boom around the World Cup.
Chapters:
00:00:00 – Open Interest
00:01:31 – OpenAI Announces First Custom AI Chip Broadcom
00:08:43 – Trump: Gas Prices Lower than Under Biden
00:14:00 – High Interest | Mamdani Allies Win Key Primaries, Data Centers
00:15:37 – Meta, Microsoft Lead $850B Data Center Lease Boom
00:24:03 – Gargi Chaudhuri BlackRock | Oil Falls Below $75 as More Ships Cross Hormuz
00:35:46 – Top Calls | Apogee Therapeutics, Twillo, Take-Two
00:37:15 – AI Memory Demand & Supply
00:40:40 – Housing Bill & Policy Impact
00:44:30 – Micron Earnings Deep Dive
00:50:10 – Paisley Nardini Simplify Asset Management | AI Dominance vs Overlooked Market Themes
00:57:52 – Jason Thomas Carlyle | Policy, AI Boom & Economy
01:00:02 – AI Capex Surge & Growth Outlook
01:03:03 – Midterm Politics & Market Implications
01:06:00 – Mark Douglas MNTN | Advertising Industry & AI
01:09:07 – Open Source vs Proprietary AI Models Debate
01:17:48 – Philip Richter Hollow Brook | The Global Dash for AI Cash
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Business
To Make GTA VI, Rockstar Had To Remake Itself
How did Rockstar Games build Grand Theft Auto VI, what is expected to be the biggest video game blockbuster of all time? Well, first it had to rebuild itself, Jason Schreier explains.
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Business
AI Is Tailwind, IBM CEO Says as Sales Rise
IBM says sales increased by 5% to $17.1 billion in the third quarter, topping estimates. Sales in the software unit also expanded. The company reported earnings of $2.95 per share. CEO Arvind Krishna says AI is a tailwind. Romaine Bostick discusses with Mandeep Singh and Anurag Rana of Bloomberg Intelligence.
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Business
Indonesia Selloff Deepens as Emerging-Market Status Comes Under Threat
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.
Chapters:
00:00:00 – Insight withHaslinda Amin begins
00:01:23 – China’s growth rebound tops forecasts to close in on target
00:05:06 – Asia tech shares show resilience after the Nasdaq selloff
00:07:12 – Allspring Global Investments portfolio manager Gary Tan on whether AI faces overcapacity risks
00:14:32 – Indonesian stocks extend their worst rout in decades after MSCI warning
00:19:09 – Gary Tan on why it is too early to buy Indonesia’s market dip
00:24:09 – Putin proposes meeting with Trump and Xi on Ukraine: WSJ
00:27:05 – EU Chamber of Commerce in China President Jens Eskelund on growing European unity on trade with China
00:35:22 – Jens Eskelund on why weak consumption and investment leave China reliant on exports
00:37:50 – Indian Science and Technology Minister Jitendra Singh on nuclear energy and AI
00:41:40 – Modi has no easy fix to end latest India cockroach protests
00:43:59 – France seeks to curb unrest as protest violence hits Europe
——–
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Business
How Airlines Actually Hedge Against Higher Fuel Prices
Fuel is a huge expense for airlines and with two major wars now affecting energy infrastructure, fuel prices across the board are higher and higher.
David Kang, former group treasurer at Qatar Airways, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss how airlines use swaps and options to hedge against future increases in the price of jet fuel.
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Business
SpaceX Seeks To Join AI Borrowing Bonanza
SpaceX is joining the AI borrowing bonanza — seeking $40 billion to secure Nvidia chips.
Peter Elstrom explains.
——–
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