Chips Lead a Stock Rally | Open Interest 6/30/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks are on pace for their best quarter in six years as chipmakers power the rally. The yen sinks to a four-decade low, oil heads for a quarterly drop, and we break down the latest Supreme Court rulings reshaping politics and immigration. Plus, Silas Brown on why sovereign wealth funds are pouring into private credit, and Nishant Kumar on Millennium’s billion-dollar bet on a new quant hedge fund. NOTE: National Public Radio issued a correction and retracted the story on Justice Alito.

Chapters:
00:00:00 – Open Interest
00:01:26 – Chip Stocks Have Best Quarter on Record
00:04:12 – Yen Hits Four-Decade Low in Historic Slide
00:07:20 – Trump | Goal is Iran’s Denuclearization
00:13:29 – High Interest | NYC Tax, Insider Trading Case, Global Headlines
00:15:32 – Nike Earnings Preview & Retail Outlook
00:23:55 – Nimrit Kang Northstar Asset Management | AI Capex, Hyperscalers & Market Structure
00:31:03 – Top Calls | Banks Downgrade, Honeywell Upgrade, Block Outlook
00:32:39 – AI Trade Sustainability & Chip Cycle
00:39:42 – Hedge Fund Flows & Market Structure Shift
00:44:22 – U.S. Economic Data | Jobs, Consumer Confidence
00:48:09 – Supreme Court Policy Impact & Fed Independence
00:49:33 – JoAnne Feeney Advisors Capital Management | Markets Strategy & Fed Outlook
00:58:08 – High Interest | Geopolitics, SpaceX IPO, Retail Trading Surge
01:03:28 – Supreme Court Rulings | Campaign Finance & Political Impact
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts