Business
Oil Surge, AI Jitters Weigh on Markets | Open Interest 7/23/2026
Get a jump start on the US trading day with “Bloomberg Open Interest.” Brent crude tops $100 a barrel as Houthi attacks in the Red Sea intensify supply risks, while Alphabet’s latest spending plans reignite questions about the rising cost of AI. Seema Shah, Chief Global Strategist at Principal Asset Management, and Ann Berry, Founder of Threadneedle Ventures, break down the market outlook. Plus, Blackstone President and COO Jon Gray says leaning into AI is making a big difference for investors.
Chapters:
00:00:00 – Open Interest
00:01:45 – Christine Lagarde | ECB Holds Rates, Inflation Risks, Energy Shock & Middle East Impact
00:34:58 – Seema Shah Principal Asset Management | ECB Outlook, Oil at $100, Fed Rate Risks & Equity Market Impact
00:39:05 – Alphabet Earnings, AI Spending Surge, Negative Free Cash Flow & Tesla AI Investments
00:46:53 – Top Calls | Tesla Price Target Cut, Paycom Target Cut & Alphabet Added to Best Ideas List
00:47:41 – Brent Thill Jefferies | Alphabet Capex, AI Infrastructure Spending, Cloud Growth & Long-Term AI Returns
00:54:31 – Jon Gray Blackstone | Blackstone Earnings, AI Investment Strategy, Data Centers & Infrastructure Returns
00:57:08 – Alphabet Selloff, AI Capex Concerns, Cloud Growth & SpaceX Compute Demand
01:09:21 – High Interest | SK Hynix ADR Restrictions, OpenAI Security Breach & Houthi Attacks on Saudi Tankers
01:10:31 – Red Sea Attacks, Strait of Hormuz Risks, Oil Supply Disruptions & $120 Oil Scenario
01:18:05 – Jon Gray Blackstone | AI Infrastructure Demand, Hyperscaler Spending, Data Centers & Future Growth Outlook
01:30:36 – Peacock Profitability, Streaming Growth, Sports Content & Comcast Strategy
01:36:03 – American Airlines Warning, Premium Travel Demand, Fuel Costs & Airline Competition
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Business
‘Bloomberg Surveillance: Early Edition’ Full (08/24/22)
Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe, says India is careful with Russia and US relations. Esther Reichelt, Commerzbank FX Strategist, says the yen stands no chance. Livia Paggi, Managing Director of J.S. Held, says Russia’s goals are consistent.
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Business
Bloomberg Surveillance 6/26/2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Bloomberg Surveillance starts
03:27 Cameron Dawson (NewEdge Wealth): AI Infrastructure & Markets
19:19 Cameron Dawson (NewEdge Wealth): Inflation & Consumers
31:17 Sarah Kunst (Cleo Capital): OpenAI IPO & AI
41:48 Claudia Sahm (New Century): Fed & Inflation
52:52 Alex Altmann (Barclays): AI Trade & Tech Stocks
1:06:26 Eddie Fishman: Iran & Global Trade
1:17:56 Jonathan Krinsky (BTIG): AI Trade & Technicals
1:27:46 Russell Brownback (BlackRock): Fed & Bond Market
1:39:33 Marvin Loh (State Street): Fed, Liquidity & Markets
1:55:53 Vivek Arya (BofA Securities): Nvidia, AI Chips & Memory
2:03:53 Gregory Daco (EY-Parthenon): Inflation & Fed
2:16:12 Ulrike Hoffmann-Burchardi (UBS): AI Investing & Markets
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Business
Oil Climbs as OPEC+ Holds Output Steady
Oil advanced after China made further progress toward reopening, OPEC+ kept output steady and sanctions on Russian crude kicked in. Paul Wallace reports on Bloomberg Television.
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Business
The New Airport Luxury Is A $5K Private Lounge For Flying Commercial
Massages, private suites, a chauffeur to drive you straight to your plane. At airports around the US, new luxury terminals offer the perks of flying private, without actually flying on a private jet. Bloomberg’s Aashna Shah got a first-hand look.
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Business
Trump Bans CNN, MS NOW, Politico From White House
President Donald Trump said he would ban cable news outlets CNN and MS NOW as well as online publication Politico from the White House, a move that strikes at the heart of First Amendment protections for the news media. Bloomberg’s Jeff Mason is at the White House with more.
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