TSMC Outlook Fails to Lift Tech | Open Interest 7/16/2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." TSMC’s bullish outlook isn’t enough to reignite the tech rally as investors question the AI trade. Stocks extend losses despite stronger retail sales, while Bank of America CEO Brian Moynihan says the consumer remains resilient. Plus, Uber’s $14.8 billion Delivery Hero deal, Eli Lilly’s $3.8 billion psychedelic medicine bet, and TGI Fridays Global President Phil Broad joins us on the restaurant chain’s comeback strategy after bankruptcy.
Chapters:
00:00:00 – Open Interest
00:03:50 – TSMC Spending Boom, AI Infrastructure, Semiconductor Risks & Uber M&A
00:06:34 – Regional Bank Earnings, Commercial Real Estate, Loan Growth & Bank Consolidation
00:11:12 – High Interest | Iran Oil Terminal Strikes, South Korea ETF Crackdown & Rising Airline Fuel Costs
00:12:35 – United Airlines Outlook, Premium Travel Demand, Fuel Prices & GE Aerospace
00:18:04 – Kristina Hooper Man Group | AI Capex Risks, Market Valuations, Geopolitics & Portfolio Strategy
00:21:52 – AI Trade Selloff, Chip Stocks Under Pressure & Rising Yields
00:33:20 – Top Calls | BlackRock Upgrade, Lululemon Downgrade & Bullish UnitedHealth Analyst Reactions
00:34:24 – Eli Lilly Psychedelics Deal, Depression Treatments & FDA Approval Trends
00:44:16 – Kathy Bostjancic Nationwide Mutual Insurance | Retail Sales, Consumer Resilience, Inflation Outlook & Fed Path
00:50:30 – Iran Escalation, Strait of Hormuz Risks, Oil Supply & Trump Tariff Strategy
00:56:05 – High Interest | Extreme Weather Events, SpaceX Starship Launch & Apple iPad Refresh
00:57:17 – Pooja Goyal Carlyle | Carlyle’s AI Power Platform, Data Center Infrastructure & AI Energy Demand
01:05:27 – Phil Broad TGI Fridays | TGI Fridays Turnaround, Global Expansion, Consumer Spending & Restaurant Industry Trends
01:16:51 – Hedge Fund Alpha Capture, Trading Signals, Crowding Risk & Market Structure
01:21:40 – Netflix Earnings, Engagement Slowdown, Streaming Competition & Sports Content Strategy
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