Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” The S&P extends its winning streak as massive AI spending weighs on SpaceX. Citadel cashes in on a distressed hedge-fund bet, Wall Street bonuses surge, and Disney delivers another profit beat. Plus, Carlyle CFO Justin Plouffe, Brookfield CEO Connor Teskey, and Booking CEO Glenn Fogel on deals, fundraising, and resilient travel demand.

Correction: This video has been updated with a graphic reflecting Citadel’s performance.

Chapters:
00:00:00 – Open Inerest
00:01:08 – SpaceX Earnings, Starlink Expansion, AI Infrastructure Spending & Cloud Revenue Growth
00:04:29 – Disney Earnings, Streaming Profitability, Theme Parks & TikTok Partnership
00:07:07 – Eli Lilly, Novo Nordisk, Obesity Drugs, Pharma Pipelines & M&A Strategy
00:11:55 – CVS Earnings, Uber Outlook, Booking Holdings & Travel Demand
00:13:28 – High Interest | Strait of Hormuz Reopening Talks, Michigan Senate Race & Wall Street Bonus Forecasts
00:14:23 – Wall Street Bonuses, AI Workforce Changes, Investment Banking Recovery & Trading Revenues
00:18:33 – Citadel’s AI Trade, Situational Awareness Portfolio, Hedge Fund Performance & AI Volatility
00:23:38 – AI Trade Rotation, Hyperscaler Spending, Global Equity Markets & Investment Strategy
00:32:25 – Top Calls | Best Buy Downgrade, e.l.f. Beauty Upgrade & Booking Holdings Price Target Raises
00:33:27 – Glenn Fogel | Booking Holdings Earnings, Travel Demand, OpenTable Growth & AI’s Impact on Travel
00:41:35 – SpaceX Capex Surge, AI Infrastructure Buildout, Nvidia Relationship & Semiconductor Demand
00:44:14 – ISM Services, Employment Trends, Treasury Issuance & Fed Outlook
00:46:23 – AI Market Concentration, Healthcare Opportunities, Inflation Risks & Defensive Investing
00:54:05 – High Interest | Strait of Hormuz Agreement, SpaceX Falcon 9 Lunar Impact & Rising Banking Bonuses
00:55:15 – Chris Connors | Wall Street Compensation, AI Job Displacement, Hedge Fund Talent Wars & Private Credit Weakness
01:05:48 – Connor Teskey | Brookfield Fundraising, AI Infrastructure Boom, Energy Demand & Data Center Expansion
01:17:56 – Justin Plouffe | Carlyle Earnings, Private Equity Exits, Defense Investments & Private Credit Markets
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The national rate of inflation has dropped significantly since its post-pandemic peak, but perception of inflation in different parts of the country is not created equal. Chicago Fed President Austan Goolsbee speaks to Bloomberg’s Mike McKee on “Wall Street Week” https://trib.al/r2etchg

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After decades of winning over Chinese buyers with its German engineering, Mercedes-Benz sold only 1,153 units in China in the first half of 2026, a fraction of the more than 80,000 similarly priced SU7 sedans Xiaomi delivered in the period. The performance echoes the challenges BMW, Volkswagen and Porsche face in China, where they all reported second-quarter sales declines of at least 30%, worse than the overall market’s drop. Bloomberg’s William Wilkes reports.
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Get a jump start on the US trading day with David Gura and Vonnie Quinn on “Bloomberg Open Interest.” The AI money machine keeps rolling as Intel, Nvidia and Anthropic line up billions. Meanwhile, oil erases earlier gains as Pakistan signals optimism over a US-Iran deal. And an inflation test looms as investors brace for key data that could shape the Federal Reserve’s next move. Plus, Peter Beck, Rocket Lab founder, president and CEO, says the company is pushing hard to launch its Neutron rocket for the first time this year.

Chapters:
00:00:00 – Open Interest
00:01:51 – Nvidia’s $500B AI Infrastructure Plan, Compute as an Asset Class & AI Financing Risks
00:04:17 – Rocket Lab Earnings, Neutron Rocket Delays, Space Competition & Growth Outlook
00:07:05 – Iran Peace Talks, Strait of Hormuz Blockade, Oil Market Risks & U.S. Strategy
00:12:30 – High Interest | Trump Assassination Threat Details, Apple’s iPhone Redesign & Hims Peptide Expansion
00:13:24 – Hims & Hers, Peptide Market Expansion, GLP-1 Transition & Telehealth Growth
00:17:51 – Nancy Tengler Laffer Tengler | Inflation Outlook, AI Financing Concerns, Nvidia, Productivity Growth & Kevin Warsh
00:31:47 – Top Calls | Boeing Upgrade, Airbnb Downgrade & First Solar Upgrade
00:32:56 – Nvidia Financing Structure, AI Infrastructure Risk, Intel Capital Raise & Compute Demand
00:44:36 – Iran Negotiations, Reparations Dispute, Hormuz Blockade & Escalation Risks
00:47:30 – Existing Home Sales, Mortgage Rates, CPI Preview & Fed Expectations
00:50:00 – Pooja Sriram Barclays | Inflation Outlook, Fed Policy, Labor Market Trends, Warsh Strategy & Oil Shock Risks
00:58:17 – High Interest | Chipotle Recall, Apollo’s Yankees Investment & Nvidia’s $500B Financing Coalition
00:59:15 – Nvidia Financing Coalition, Private Credit Boom, AI Infrastructure Debt & Systemic Risks
01:05:32 – Rocket Lab Strategy, Neutron Timeline, Space Industry Growth & Iridium Acquisition
01:16:00 – CoreWeave Earnings Preview, AI Compute Demand, Cloud Competition & Capacity Expansion
01:19:31 – Apollo-Yankees Deal, Sports Franchise Valuations & Private Equity in Sports
01:23:15 – Key Primary Elections, Progressive Democrats, Trump Endorsements & Senate Races
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David Kelly, Chief Global Strategist at JPMorgan Asset Management, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss how biased information influences investor behavior.
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