Business
Big Tech’s AI Divide Widens | Open Interest 7/31/2026
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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Business
Market Volatility Technical, Not Fundamental: Moore
Kate Moore, CIO of Citi Wealth, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss this week’s market volatility after the US midterms.
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Business
Watching Wall Street, Back to Work After Blue Wave, Deadly Mass Shooting in Poland
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Fmr. Deputy Secretary of State & Fmr. US Special Representative for North Korea Stephen Biegun, SMBC Nikko Securities Chief Economist Joe Lavorgna, Author & Journalist Hannah Howard, North Carolina Rep Elect Paul Barringer, Virginia Rep Elect Shannon Taylor, Rising Communications President Leslie Shedd and Causeway Strategy Group Principal John McCarthy.
Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:58 – News Now with Lisa Mateo
00:04:53 – Wall Street Looks To Rebound From Last Week’s Rout
00:10:41 – Trump Facing New Political Reality Of Divided Government
00:13:12 – Trump Taps Stephen Miller As New Chief Of Staff
00:18:00 – Gunman Opens Fire In Krakow, Poland
00:20:09 – Constitutional Crisis Comes One Year Before Poland Holds Its Next General Election
00:25:19 – Eisenkot Has Six Weeks To Form New Government
00:31:30 – Lisa Mateo with News Now
00:33:15 – Hidden Tech In Apps Raise Privacy Concerns
00:41:29 – BTW with Lisa Mateo
00:48:29 – Top of the Hour with Bloomberg This Weekend
00:49:29 – Headlines with Lisa Mateo
00:52:11 – Fmr Deputy Secretary Of State Joins Bloomberg This Weekend
01:06:29 – Data Center Development Loses Big In US Midterms
01:09:36 – Lavorgna on Wall Street Looks To Rebound From Last Week’s Rout
01:11:11 – Lavorgna on Asia-Pacific Markets Open Tonight Amid AI Concerns
01:13:00 – Lavorgna on Trump Taps Stephen Miller As New Chief Of Staff
01:17:15 – News Now with Lisa Mateo
01:20:00 – Lisa Mateo with News Now
01:21:54 – Seattle’s NBA Return Faces Hurdle With Owners Skeptical
01:25:16 – LIV Golf Will Liquidate In Demise Of League
01:27:08 – Possible MLB Lockout Looms In December
01:30:00 – High-End Health Clubs Catering To Busy Parents
01:37:00 – Top of the Hour with Bloomberg This Weekend
01:38:24 – Headlines with Lisa Mateo
01:41:02 – Newly Elected Dems On Working With Pres Trump
01:55:00 – News Now with Lisa Mateo
01:57:03 – Pending Power Shift Could Hamstring Congress
02:05:16 – Who Will Be The 2028 Presidential Nominee?
02:06:51 – Texas Seats Flip Blue At Federal And State Levels
02:08:30 – Lisa Mateo with News Now
02:10:46 – 2026 Midterms Revives American Populism
02:18:30 – Bookmarked: Stories on Our Reading List
——–
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Business
AI Turbulence to Keep on Running: Market Analysis
Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Business
Goldman Goes Quiet on Women Partner Promotions
Goldman Sachs Group’s announcement of new partners Thursday boasted that 28% started as interns and that new members typically took 17 years to get there. But it was silent on how many are women. Todd Gillespie reports on “Bloomberg Open Interest.”
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Business
Inside Alaska’s Oil Paradox
Oil prices have surged across the United States as a result of the ongoing war in Iran. This means higher costs for households in most states, but in Alaska, the state government is bringing in new revenue from its high oil production to offset those higher costs. Some of the revenue is then redistributed to Alaskans through the state’s unique sovereign wealth fund. While most Americans disapprove of the war in Iran, Alaska may emerge as a quiet winner from one of the conflict’s most painful economic side effects: higher oil prices.
——–
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