Anna Edwards, Guy Johnson and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” The Big Tech divide widens as Amazon’s AI bet delivers, while chip shortages pressure Apple. John Blackledge breaks down AWS demand and Amazon’s trillion-dollar cloud potential. Will Power explains why Apple’s strong demand may outweigh supply turbulence. Plus, Citadel’s latest AI deal, improving consumer sentiment, and the market risks heading into August.

Chapters:
00:00:00 – Open Interest
00:01:56 – Amazon’s AI Spending Boom, AWS Growth, AI Infrastructure Demand & Apple’s Supply Chain Problems
00:05:11 – Situational Awareness Collapse, Margin Calls, Citadel Rescue & AI Trade Unwind
00:07:05 – Exxon & Chevron Earnings, Strait of Hormuz Risks, Iran Conflict & Oil Markets
00:10:19 – High Interest | Gaza Peace Deal Proposal, Novo Nordisk Drug Failure & FIFA’s $20 Billion Spin-Off Backlash
00:11:17 – John Blackledge TD Cowen | Amazon AWS Acceleration, AI Demand, Capacity Constraints & Cloud Growth Outlook
00:16:52 – Will Power Baird | Apple Supply Constraints, AI Devices, iPhone Demand, Pricing Power & Product Cycle Outlook
00:24:16 – Amanda Agati PNC | Mag 7 Divide, AI Winners & Losers, Earnings Strength & Market Leadership Shift
00:31:43 – Top Calls | Roblox Downgrade, Rivian Outlook Upgrade & Apple Supply Chain Concerns
00:32:40 – Anthropic AI Security Breach, OpenAI, Government Oversight & AI Regulation Risks
00:39:48 – South Korea ETF Restrictions, SK Hynix Volatility, Leveraged ETFs & Retail Trading Risks
00:44:30 – Consumer Sentiment, Inflation Expectations, Fed Dissents & Kevin Warsh Policy Outlook
00:46:45 – Warsh’s Fed, Higher Volatility, Active Management, AI Leadership Rotation & Market Structure
00:56:24 – High Interest | Caspian Pipeline Disruptions, Anthropic Security Failures & Situational Awareness Asset Sales
00:57:37 – Situational Awareness Meltdown, AI Leverage Risks, Citadel’s Rescue Deal & Hedge Fund Lessons
01:05:47 – Charlie Morrison | Jersey Mike’s IPO, Expansion Strategy, Consumer Demand & UK Growth Plans
01:16:42 – Strait of Hormuz Escalation, Iran Retaliation, Oil Flows, Gaza Negotiations & White House Response
01:22:16 – FIFA Spin-Off Rebellion, World Cup Economics, UEFA Pushback & Sports Governance Crisis
01:26:02 – Week Ahead | Palantir, SpaceX, AMD, Payrolls Report & Key Economic Data
——–
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The Federal Reserve held rates steady as the majority of FOMC members voted to hold rates unchanged, with three members dissenting in favor of a rate hike. This is the fifth straight meeting where fed officials have elected to leave rates unchanged. Talking to reporters, Fed Chair Kevin Warsh reiterated his goal to bring down inflation and but stopped short of saying he would raise rates. Warsh said raising rates ‘could well be part of that solution,’ but not in isolation. Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance.
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Federal Reserve Chairman Kevin Warsh’s decision to abandon forward guidance on monetary policy is driving bond market volatility, with 30-year Treasuries selling off after Wednesday’s rate decision, according to Torsten Slok, chief economist at Apollo Global Management. He speaks on Bloomberg Television’s “The Fed Decides.”
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Stonepeak Chairman, CEO & Co-Founder Michael Dorrell, Advent International Managing Partner Tricia Glynn, China Renaissance Global Markets Head of Capital Markets Enna Weng, and Winston Taylor Managing Partner, External Affairs Eva Davis.

Chapters:
00:00:00 – Bloomberg Deals open
00:01:12 – Bloomberg’s Hannah Miller on Mounting Challenges
00:02:54 – Ellison Family Could Face Billions if Deal Collapses
00:04:30 – Bloomberg’s Allison McNealy on Data Center Dealmaking
00:06:38 – Bloomberg’s Ryan Gould on Jersey Mike’s IPO
00:09:19 – Mike Dorrell, Stonepeak CEO, on AI Infrastructure Boom
00:10:15 – Power, Data Centers & Infrastructure Converge
00:12:12 – Dorrell on Nvidia’s Data Center Financing Strategy
00:13:16 – What Makes AI Investments Sustainable?
00:14:22 – Dorrell on Capital Markets & Infrastructure Funding Risks
00:15:00 – Dorrell on Data Center Politics & State Moratoriums
00:18:59 – Bloomberg’s Ed Ludlow on SpaceX & Tesla
00:24:18 – Investment Committee: Consumer Brands Outlook
00:34:12 – Liverpool FC Ownership and Investment Strategy
00:38:49 – FIFA Investment Plans Spark UEFA Backlash
00:41:33 – De Beers Sale Could Fetch Just $1 Billion
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