AI Race Heats Up as Tech Earnings Loom | Open Interest 7/20/2026
Get a jump start on the US trading day with "Bloomberg Open Interest." China's Moonshot is reshaping the AI race just as Big Tech heads
Get a jump start on the US trading day with "Bloomberg Open Interest." China's Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura's Andy Goldberg shares his midyear outlook, Partners Group's Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security. Chapters 00:00:00 - Open Interest 00:01:43 - Moonshot AI, China's Kimi K3, Open-Source Models & AI Pricing Pressure 00:05:39 - Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations 00:09:18 - Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks 00:12:32 - tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing's Next-Generation Jet Timeline 00:14:09 - Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook 00:18:55 - Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations 00:31:34 - Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade 00:32:18 - Jersey Mike's IPO, Consumer Listings & IPO Market Rebound 00:36:08 - Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense 00:46:43 - Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks 00:53:10 - Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply 00:56:45 - High Interest | UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup 00:58:37 - Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers 01:05:41 - Rob Aarnes ADI Global Distribution | ADI Spin-Off, Security Technology, AI Adoption & Commercial Construction Trends 01:15:38 - Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets 01:21:45 - Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy 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 Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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