Oil Surge, AI Jitters Weigh on Markets | Open Interest 7/23/2026
Get a jump start on the US trading day with "Bloomberg Open Interest." Brent crude tops $100 a barrel as Houthi attacks in the Red
Get a jump start on the US trading day with "Bloomberg Open Interest." Brent crude tops $100 a barrel as Houthi attacks in the Red Sea intensify supply risks, while Alphabet's latest spending plans reignite questions about the rising cost of AI. Seema Shah, Chief Global Strategist at Principal Asset Management, and Ann Berry, Founder of Threadneedle Ventures, break down the market outlook. Plus, Blackstone President and COO Jon Gray says leaning into AI is making a big difference for investors. Chapters 00:00:00 - Open Interest 00:01:45 - Christine Lagarde | ECB Holds Rates, Inflation Risks, Energy Shock & Middle East Impact 00:34:58 - Seema Shah Principal Asset Management | ECB Outlook, Oil at $100, Fed Rate Risks & Equity Market Impact 00:39:05 - Alphabet Earnings, AI Spending Surge, Negative Free Cash Flow & Tesla AI Investments 00:46:53 - Top Calls | Tesla Price Target Cut, Paycom Target Cut & Alphabet Added to Best Ideas List 00:47:41 - Brent Thill Jefferies | Alphabet Capex, AI Infrastructure Spending, Cloud Growth & Long-Term AI Returns 00:54:31 - Jon Gray Blackstone | Blackstone Earnings, AI Investment Strategy, Data Centers & Infrastructure Returns 00:57:08 - Alphabet Selloff, AI Capex Concerns, Cloud Growth & SpaceX Compute Demand 01:09:21 - High Interest | SK Hynix ADR Restrictions, OpenAI Security Breach & Houthi Attacks on Saudi Tankers 01:10:31 - Red Sea Attacks, Strait of Hormuz Risks, Oil Supply Disruptions & $120 Oil Scenario 01:18:05 - Jon Gray Blackstone | AI Infrastructure Demand, Hyperscaler Spending, Data Centers & Future Growth Outlook 01:30:36 - Peacock Profitability, Streaming Growth, Sports Content & Comcast Strategy 01:36:03 - American Airlines Warning, Premium Travel Demand, Fuel Costs & Airline Competition 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
The BriefWire