Global Bond Selloff Halts Stock Rally | Open Interest 5/15/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The global bond selloff accelerates as inflation fears ripple across markets. Plus — from Nvidia to Boeing — the biggest winners and losers emerging from President Trump and President Xi’s Beijing summit. SambaNova CEO Rodrigo Liang breaks down the coming AI infrastructure war, SūmerSports CEO Lorrissa Horton explains how AI is reshaping the NFL, and Dexcom CEO Jake Leach on why glucose monitors are becoming the next big wellness trend.

Chapters:
00:00:00 – Open Interest
00:02:31 – Cerebras Shares Waver After Largest IPO of the Year
00:05:46 – Global Bond Selloff Deepens on Inflation Fears
00:10:20 – XI Hails Trump Summit, No Deal Details Yet
00:14:55 – Sambanova CEO Talks Intel Stake, Competition, IPO Plans
00:25:37 – Stocks to Watch | Nvidia, Intel
00:27:07 – Nancy Tengler Laffer Tengler | Stocks Hit as Inflation Angst Sends Yield Higher
00:36:41 – Top Calls | Applied Materials, Texas Roadhouse, Dexcom
00:38:14 – Winners, Losers Emerge from Trump-XI Talks
00:42:27 – Politics Becomes Wall Street Trade
00:48:03 – Sarah Ketterer Causeway Capital Management | Avoid Overconcentration in AI Winners
00:56:09 – Fed Faces Regime Change as Powell’s Chairmanship Ends
01:00:44 – High Interest | US, Iran, Trump Discloses Massive Stock Trades, Global Bond Selloff
01:02:28 – Global Bond Selloff Deepens Amid Rising Oil Prices
01:08:23 – Jake Leach Dexcom | Expands Consumer CGM Push
01:18:24 – Lorrissa Horton SumerSports | AI Moves Deeper Into Sports
01:26:53 – Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions
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