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Oil Surge, AI Jitters Weigh on Markets | Open Interest 7/23/2026

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2 months ago

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Get a jump start on the US trading day with “Bloomberg Open Interest.” Brent crude tops $100 a barrel as Houthi attacks in the Red Sea intensify supply risks, while Alphabet’s latest spending plans reignite questions about the rising cost of AI. Seema Shah, Chief Global Strategist at Principal Asset Management, and Ann Berry, Founder of Threadneedle Ventures, break down the market outlook. Plus, Blackstone President and COO Jon Gray says leaning into AI is making a big difference for investors.

Chapters:
00:00:00 – Open Interest
00:01:45 – Christine Lagarde | ECB Holds Rates, Inflation Risks, Energy Shock & Middle East Impact
00:34:58 – Seema Shah Principal Asset Management | ECB Outlook, Oil at $100, Fed Rate Risks & Equity Market Impact
00:39:05 – Alphabet Earnings, AI Spending Surge, Negative Free Cash Flow & Tesla AI Investments
00:46:53 – Top Calls | Tesla Price Target Cut, Paycom Target Cut & Alphabet Added to Best Ideas List
00:47:41 – Brent Thill Jefferies | Alphabet Capex, AI Infrastructure Spending, Cloud Growth & Long-Term AI Returns
00:54:31 – Jon Gray Blackstone | Blackstone Earnings, AI Investment Strategy, Data Centers & Infrastructure Returns
00:57:08 – Alphabet Selloff, AI Capex Concerns, Cloud Growth & SpaceX Compute Demand
01:09:21 – High Interest | SK Hynix ADR Restrictions, OpenAI Security Breach & Houthi Attacks on Saudi Tankers
01:10:31 – Red Sea Attacks, Strait of Hormuz Risks, Oil Supply Disruptions & $120 Oil Scenario
01:18:05 – Jon Gray Blackstone | AI Infrastructure Demand, Hyperscaler Spending, Data Centers & Future Growth Outlook
01:30:36 – Peacock Profitability, Streaming Growth, Sports Content & Comcast Strategy
01:36:03 – American Airlines Warning, Premium Travel Demand, Fuel Costs & Airline Competition
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Ed Yardeni Lowers Year-End S&P 500 Target to 7,900

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57 minutes ago

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September 23, 2026

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Edward Yardeni, president at Yardeni Research, points to geopolitical developments and higher-for-longer oil prices, among other factors, that led him to lower his year-end target for the S&P 500. He says his previous target of 8,400 is more likely to be reached by the middle of next year.
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How Marco Rubio Became Trump’s Unapologetic Global Envoy

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2 hours ago

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September 23, 2026

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Bloomberg’s Eric Martin discusses his Big Take reporting on how Secretary of State Marco Rubio has adapted his foreign policy approach under President Donald Trump. He speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s “Balance of Power.”
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Context Will Be Curve Play If Fed Hikes: Markets Analysis

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3 hours ago

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September 23, 2026

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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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Mnuchin Sees Long-Term Opportunity in Middle East

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4 hours ago

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September 23, 2026

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Former US Treasury Secretary Steven Mnuchin says Middle East investment faces short-term uncertainty from the Iran conflict but argues the region remains attractive over the longer term. Mnuchin called for strict enforcement of sanctions on Iran, including potential action against Chinese banks, while saying the US and China should also seek a broader understanding on AI.

At the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.
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This Is a Healthy Environment for Deals, Rizzieri Says

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5 hours ago

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September 23, 2026

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Jerry Rizzieri, Mizuho Securities USA president and CEO, says we’re in a healthy environment for dealmaking. He also speaks about where investment opportunities are in Japan on “Bloomberg The Close.”
——–
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