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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