Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, says earnings and price have simply caught up to each other in some of the Mag 7 stocks as he explains why he remains bullish amid a global tech selloff.
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Energy markets expert and author of Oil’s Endless Bid Dan Dicker says oil markets are underestimating the impact of ongoing supply disruptions, warning that global stockpiles have been drawn down significantly as millions of barrels per day remain unable to reach end markets. Dicker warns hosts of Bloomberg This Weekend David Gura and Christina Ruffini if inventories continue to fall, crude prices could surge from current levels to as high as $135 a barrel.
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US equity futures drag following a selloff in memory giants including Samsung and SK Hynix as Apple’s price increase announcement stoke AI cost concerns. Oil extends decline as traffic flows without major disruption in the Strait of Hormuz following a ship attack. Priya Misra of JPMorgan Asset Management discusses the market adjustment on bets for the Fed’s rate hikes.

Chapters:
00:00:00 – Opening Headlines
00:00:45 – European Markets & Global Outlook
00:03:20 – Treasury Yields, Dollar & Market Setup
00:04:33 – IPO Market and Equity Movers
00:09:28 – Middle East, Oil & Strait of Hormuz
00:12:08 – Trending on the Terminal
00:13:34 – Wall Street Week: Agriculture Sector Relies on Fragile Trade Agreement
00:19:50 – Front Page News
00:22:58 – First Look Movers
00:24:28 – Priya Misra, JPMorgan Asset Management Portfolio Manager
00:31:47 – Trending on the Terminal
00:40:47 – Volkswagen Restructuring
00:42:29 – What to Watch
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US President Donald Trump and Chinese President Xi Jinping met in Beijing for a high-stakes summit. While Trump struck an optimistic tone about the future, Xi warned that Taiwan remains a critical risk to US-China relations.
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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” The AI trade faces its next big test as Micron takes the earnings spotlight. Meanwhile, South Korea’s SK Hynix pursues a landmark US listing to help fund its AI ambitions. BlackRock’s Gargi Chaudhuri, Simplify’s Paisley Nardini and Hollow Brook’s Philip Richter discuss where investors can find opportunity and what risks they’re watching. Plus, MNTN CEO Mark Douglas discusses how AI and live sports are fueling a global advertising boom around the World Cup.

Chapters:
00:00:00 – Open Interest
00:01:31 – OpenAI Announces First Custom AI Chip Broadcom
00:08:43 – Trump: Gas Prices Lower than Under Biden
00:14:00 – High Interest | Mamdani Allies Win Key Primaries, Data Centers
00:15:37 – Meta, Microsoft Lead $850B Data Center Lease Boom
00:24:03 – Gargi Chaudhuri BlackRock | Oil Falls Below $75 as More Ships Cross Hormuz
00:35:46 – Top Calls | Apogee Therapeutics, Twillo, Take-Two
00:37:15 – AI Memory Demand & Supply
00:40:40 – Housing Bill & Policy Impact
00:44:30 – Micron Earnings Deep Dive
00:50:10 – Paisley Nardini Simplify Asset Management | AI Dominance vs Overlooked Market Themes
00:57:52 – Jason Thomas Carlyle | Policy, AI Boom & Economy
01:00:02 – AI Capex Surge & Growth Outlook
01:03:03 – Midterm Politics & Market Implications
01:06:00 – Mark Douglas MNTN | Advertising Industry & AI
01:09:07 – Open Source vs Proprietary AI Models Debate
01:17:48 – Philip Richter Hollow Brook | The Global Dash for AI Cash
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