Trump Threatens More Iran Strikes | Open Interest 7/8/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." President Trump threatens more strikes on Iran, oil jumps as tensions rise near the Strait of Hormuz, and the AI trade faces a fresh geopolitical test. Leslie Vinjamuri breaks down the risk of escalation, NATO’s Trump strategy, and the oil-market fallout. Plus, IMF’s Petya Koeva Brooks joins Open Interest on the new World Economic Outlook and how war and technology are reshaping global growth.

Chapters:
00:00:00 – Open Interest
00:02:01 – NATO Summit, Trump-Iran Escalation & Zelensky Meeting
00:05:45 – AI Rotation, Semiconductors, Samsung & SK Hynix
00:08:39 – Ann Berry Threadneedle | AI Valuations, SpaceX, Defense Stocks & Geopolitical Risk
00:12:45 – High Interest | Fed Minutes, NATO Summit Plans & NYC Pfizer Building Emergency
00:31:27 – Kristen Michal Estonia Prime Minister | NATO Spending, Ukraine, Russia & Iran
00:32:06 – Top Calls | Bath & Body Works Downgrade, Dollar Tree Upgrade & Alcoa Downgrade
00:33:19 – Strait of Hormuz Shipping Risks & Oil Supply
00:38:51 – Oil Markets, Inflation Risks, Rates & Fed Minutes
00:46:30 – Julia Hermann New York Life Investment Management | Market Strategy, Energy Shock, Tech Volatility & Financials
01:00:16 – Apple-Broadcom Deal, U.S. Chips & AI Infrastructure  
01:05:15 – Leslie Vinjamuri The Chicago Council | NATO Fallout, Iran Conflict & European Security
01:21:10 – High Interest: IMF Outlook, AI Growth, Oil Risks & Global Economy
01:21:31 – Petya Koeva Brooks, IMF | AI Investment Boom, Growth Risks & Oil Markets
01:28:40 – Trump NATO Press Conference Preview & Key Takeaways
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