Business
Microsoft, Meta Earnings Take Center Stage | Open Interest 7/29/2026
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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Jun.17 — Susheel Kirpalani, bankruptcy chair at Quinn Emanuel, outlines Puerto Rico’s potential $35 billion restructuring plan to exit from its record-breaking bankruptcy. He speaks on “Bloomberg Daybreak: Americas.”
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Panama’s President José Raúl Mulino has rejected Donald Trump’s threat to reimpose US control over the Panama Canal, saying sovereignty over the waterway is not negotiable. Trump earlier claimed that the canal is “falling into the wrong hands” and implied that the US could take control of it. Bloomberg’s Jill Disis reports.
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“President Trump prefers the peace approach, but we’ve got the military assets to drive flows even without peace,” says US Energy Secretary Chris Wright on keeping energy supplies moving amid geopolitical tensions.
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“This is like the wizard is telling you something is rotten in Oz,” says Former US State Secretary Antony Blinken on AI industry leaders sounding warnings about the risks of their own technology.
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest news from DC. On today’s show, former Secretary of State Antony Blinken, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Groundwork Collaborative Senior Fellow Kitty Richards.
Chapters
00:00:00 Radio Balance of Power: Early Edition
00:00:56 Treasury Yields Hit 5% as Bessent Faces Congress
00:02:11 Bessent’s Fiscal Plan & Trump’s $5,000 Dividend
00:03:50 U.S.-China Talks, Trade & AI
00:05:57 Antony Blinken on AI Safety & the Race With China
00:09:37 Could the U.S. and China Agree on AI Guardrails?
00:12:14 Blinken on Iran & a Diplomatic Off-Ramp
00:15:13 Iran, U.S. Diplomacy & the Nuclear Deal
00:19:04 Blinken on October 7 & the Hostage Negotiations
00:21:34 Russia, Ukraine & Sanctions
00:25:35 Democrats, Israel & Foreign Policy
00:27:05 Blinken on Gaza & a Two-State Solution
00:30:04 Political Panel: Russia, Iran & AI
00:33:18 Can the Iran War End Before the Midterms?
00:38:03 AI Regulation & Competition With China
00:43:07 Markets: Oil Surges, Stocks Fall & Yields Hit 5%
00:45:50 Fed Meeting, Treasury Yields & Bessent
00:47:22 Trump’s $5,000 Checks & the Deficit
00:49:06 What to Expect From the Fed
00:50:32 Oil, Inflation & the Strait of Hormuz
——–
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