Markets Weigh AI Risks as Earnings Roll On | Open Interest 7/28/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Chip stocks tumble again as fears mount over China competition and circular AI funding. Earnings season gathers steam, offering a fresh read on the economy and the consumer. The US and Iran continue to hold fire as Israeli Prime Minister Benjamin Netanyahu and Ukrainian President Volodymyr Zelenskyy meet with President Trump in Washington. Meredith Whitney explains why she expects the Fed to stay on hold amid what she calls a "tale of two economies." Revelio Labs CEO Ben Zweig discusses how AI is reshaping the job market. Plus, Liverpool FC CEO Billy Hogan on the club’s expanding footprint in the US.

Chapters:
00:00:00 – Open Interest
00:01:28 – AI Trade Unwind, Korea Selloff, China Semiconductor Threat & Kevin Warsh Rate Outlook
00:04:42 – Boeing Earnings, Free Cash Flow Beat, Aerospace Supply Chain & Defense Demand
00:06:47 – UPS Earnings, E-Commerce Shift, Pricing Power & Consumer Demand
00:11:21 – High Interest | Iran Nuclear Talks, Trump-Netanyahu Meeting, Zelensky Visit & Apple Upgrade Program
00:12:23 – Apple Upgrade Program, AI Strategy, Siri Devices, Consumer Demand & Apple Earnings Preview
00:17:14 – Visa Layoffs, AI Investment, Stablecoins, Payments Competition & Buy Now Pay Later Trends
00:24:16 – Katrina Dudley Franklin Templeton | AI Selloff, Market Breadth, Consumer Strength, Earnings Growth & Fed Risk
00:31:38 – Top Calls | Exxon Downgrade, Intuit Downgrade & Tesla Price Target Cut
00:32:51 – Meghan Welch Brown Gibbons Lang & Company | Boeing Recovery, Aerospace M&A, Defense Spending & Supply Chain Constraints
00:38:59 – Coca-Cola Earnings, World Cup Demand, Consumer Health Trends & Beverage Outlook
00:44:20 – Consumer Confidence, Labor Market Conditions & Fed Decision Preview
00:46:01 – Meredith Whitney Meredith Whitney Advisory Group | Consumer Spending, Credit Card Trends, Fed Policy, Banking M&A & Jamie Dimon
00:56:01 – BlackRock-Meta Data Center Financing, AI Infrastructure Debt & Credit Markets
01:05:32 – Ben Zweig Revelio Labs | AI Hiring Trends, Labor Market Transformation, Wage Impact & Entry-Level Jobs
01:15:13 – Billy Hogan Liverpool Football Club| Liverpool FC Growth Strategy, World Cup Impact, U.S. Expansion & Sports Business
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