Business
AI Race Heats Up as Tech Earnings Loom | Open Interest 7/20/2026
Get a jump start on the US trading day with “Bloomberg Open Interest.” China’s Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura’s Andy Goldberg shares his midyear outlook, Partners Group’s Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security.
Chapters:
00:00:00 – Open Interest
00:01:43 – Moonshot AI, China’s Kimi K3, Open-Source Models & AI Pricing Pressure
00:05:39 – Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations
00:09:18 – Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks
00:12:32 – tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing’s Next-Generation Jet Timeline
00:14:09 – Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook
00:18:55 – Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations
00:31:34 – Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade
00:32:18 – Jersey Mike’s IPO, Consumer Listings & IPO Market Rebound
00:36:08 – Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense
00:46:43 – Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks
00:53:10 – Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply
00:56:45 – High Interest | UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup
00:58:37 – Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers
01:05:41 – Rob Aarnes ADI Global Distribution | ADI Spin-Off, Security Technology, AI Adoption & Commercial Construction Trends
01:15:38 – Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets
01:21:45 – Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy
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Indian PM Narendra Modi warned that the interconnected systems that once united the world like supply chains, trade and tech have become instruments of coercion.
He said at the Bloomberg New Economy Forum that India stands apart with a different approach.
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DraftKings CEO Jason Robins says the company is positioned to compete in the gambling market regardless of how the Supreme Court rules on prediction markets.
Robins says DraftKings has diversified across sports betting, prediction markets and other products so its business isn’t dependent on a court outcome it can’t control.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Pierre-Oliver Gourinchas, International Monetary Fund, Ryan Vlastelica, Bloomberg News, Cristiano Amon, Qualcomm CEO, Jon McNeill, DVX Ventures, Wesley Brooks, HSBC Securities, Heather Brilliant, Diamond Hill, Brian Colello, Morningstar, Anthony Saglimbene, Ameriprise Financial, Jana Eggers, Nara Logics, Carmen Reinicke, Bloomberg News, Julie Van Ullen, Rakuten, Kate Bronfenbrenner, Cornell University.
Chapters:
00:00:00 – The Close Begins
00:03:27 – Pierre-Oliver Gourinchas, International Monetary Fund
00:10:33 – Ryan Vlastelica, Bloomberg News
00:14:30 – Cristiano Amon, Qualcomm CEO
00:30:28 – Jon McNeill, DVX Ventures
00:38:01 – Wesley Brooks, HSBC Securities
00:46:26 – Heather Brilliant, Diamond Hill
00:52:18 – Closing Bell
01:06:03 – Brian Colello, Morningstar
01:12:44 – Anthony Saglimbene, Ameriprise Financial
01:19:58 – Jana Eggers, Nara Logics
01:26:35 – Carmen Reinicke, Bloomberg News
01:30:23 – Julie Van Ullen, Rakuten
01:36:14 – On This Day
01:39:44 – Kate Bronfenbrenner, Cornell University
——–
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Yardeni Research President Ed Yardeni argues that 10-year Treasuries yielding around 5% offer an attractive real return, driven by expectations that productivity gains will keep inflation contained. While he expects bond coupons to outpace inflation over the next decade, Yardeni maintains that stocks will continue to outperform bonds over the long term.
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More on Bloomberg Television and Markets
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Gas prices are up and Trump is out of time to bring them down before midterms. On today’s Big Take podcast, what high energy prices could cost the Republican party.
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More on Bloomberg Television and Markets
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