Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Tech takes center stage as investors await blockbuster results from Microsoft and Meta. Oil surges after President Trump threatens new strikes on Iran, putting markets on edge. Plus, will the Federal Reserve stand pat or deliver a surprise. We’ll break it all down with Goldman Sachs’ David Mericle, Battery Ventures’ Dharmesh Thakker on AI’s next winners, and Logitech CEO Hanneke Faber joins us on chip risks, holiday demand, and navigating supply chain pressure.

Chapters:
00:00:00 – Open Interest
00:01:13 – SK Hynix Results, AI Spending, Microsoft & Meta Earnings Preview
00:04:36 – Ford Earnings, SUV Demand, EV Batteries & AI Energy Storage  
00:06:53 – Fed Decision Preview, Kevin Warsh, Rate Hike Risk & Inflation Outlook  
00:12:54 – High Interest | South Korea Market Rout, Bank Trading Boom & Iran Missile Escalation
00:13:58 – Iran Conflict, Strait of Hormuz, Red Sea Shipping Risks & U.S. Diplomacy
00:17:44 – Visa Earnings, Consumer Spending, Job Cuts & Robinhood Prediction Markets
00:23:04 – AI Infrastructure Trade, Market Rotation, Data Centers & Private Markets
00:23:29 – Sitara Sundar JPMorgan | Stocks Waver As Fed Call and AI Earnings Loom
00:33:20 – Top Calls | Caterpillar Downgrade, Cheesecake Factory Upgrade & Texas Instruments Upgrade
00:34:43 – SK Hynix Earnings, Memory Pricing, AI Demand & Hyperscaler Capex
00:39:46 – Procter & Gamble Earnings, Consumer Spending, Inflation & Supply Chain Costs
00:44:30 – Fed Expectations, Kevin Warsh, Inflation Risks & September Outlook
00:46:56 – David Mericle Goldman Sachs | Fed Policy, Oil Price Risks, Inflation Outlook & Rate Path
00:56:45 – High Interest | Fauci Senate Hearing, SpaceX Structured Products & Liverpool FC Investment Talks
00:57:49 – Dharmesh Thakker Battery Ventures | Enterprise AI, Supply Chain Automation, Open Source Models & Venture Investing
01:05:18 – Hanneke Faber Logitech | Logitech Earnings, Semiconductor Shortages, Gaming Demand & AI Hardware
01:12:18 – AI Spending Concerns, Microsoft & Meta Earnings, Capex Growth & ROI Debate
01:17:58 – Hermes Weakness, Luxury Spending Trends, China Demand & Gucci Turnaround
01:21:57 – BMW Job Cuts, China Slowdown, Luxury Autos & Ferrari EV Demand
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The chip sector losses point to deepening concerns over crowded equity positioning and rising corporate debt levels as the AI buildout progresses. A report from The Information that a Chinese state-backed company has begun mass-producing immersion deep-ultraviolet lithography machines has been another cause of concern.

Brent fell 2% to $86.50 a barrel in a third straight day of losses. President Donald Trump said that the US and Iran were engaged in talks to try to end the Middle East conflict, with the two sides continuing to hold off on attacks. Treasuries gained for a second day as inflation fears eased.

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 Guy Johnson.

Chapters:
00:00:00 – The Opening Trade
00:00:25 – Market Check
00:01:57 – Chip Selloff
00:05:26 – Man Group Earnings Records
00:07:21 – Man Group CEO Antoine Forterre
00:16:49 – Barclays CEO CS Venkatakrishnan
00:25:07 – Bond Market Check
00:29:42 – ASML Stock Falls
00:35:09 – US Holds Off Iran Strikes
00:40:03 – Nvidia Deal Ignites Circular AI Fears
00:47:04 – Stocks to Watch: Philips, Barclays, Mercedes
00:52:48 – LVMH Stock
00:57:10 – Unilever Stock Gains Most in Two Years
01:04:57 – Barclays Stock
01:22:27 – Altana Wealth CIO Founder Lee Robinson
01:27:04 – Philips CEO Roy Jakobs
01:33:52 – Chip Rout Deepens on China Competition
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“I’m losing faith in them because they do lie and do, they do misrepresent,” President Donald Trump says during the meeting at the Camp David presidential retreat in Maryland.
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Here’s a look at how the Asia tech selloff unfolded following investor jitters over circular deals by Nvidia and other firms, as well as a report of a Chinese state-backed company mass producing key chipmaking machines.
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Gil Luria of DA Davidson says Microsoft will be the key company to watch during this earnings season and it all has to do with spending on artificial intelligence and capex. Microsoft and Meta Platforms both report after the bell on Wednesday. Luria speaks on “Bloomberg Surveillance.”
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