Markets on Edge Ahead of Tech Test, Fed Decision | Open Interest 7/27/2026

Published 27 July 2026 · finance

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia revives fears of circular AI deals ahead of

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia revives fears of circular AI deals ahead of the biggest week of earnings season. Fed officials head into a potentially contentious policy meeting as price pressures rebound. Geopolitical tensions ease -- for now -- as oil falls after the U.S. and Iran pause further strikes. Citi's Kate Moore explains why she's not worried about a U.S. recession. Carlyle's Akhil Bansal makes the case for asset-backed finance. H.B. Fuller CEO Celeste Mastin discusses the company's M&A strategy. Plus, Kalshi's Udesh Jha on the firm's expansion into metals trading. (Corrected Earnings Calendar) Chapters 00:00:00 - Open Interest 00:01:59 - Nvidia Financing Deals, OpenAI, SK Hynix, AI Infrastructure & Circular Financing Risks 00:05:29 - Fed Decision Preview, Inflation Outlook, Kevin Warsh & Rate Hike Risks 00:09:24 - Iran Conflict, Diplomatic Efforts, Strait of Hormuz & Oil Market Risks 00:11:50 - Brown-Forman Takeover Rejection, Ford Upgrade & D-Wave Expansion 00:13:07 - High Interest | CXMT’s Record IPO, SoftBank’s OpenAI Financing & CME Single-Stock Futures Launch 00:14:09 - CME Single-Stock Futures, Retail Trading Growth & Prediction Markets Expansion 00:19:36 - Kate Moore Citi Wealth | Earnings Outlook, AI Spending, Equity Markets & Fed Risk Assessment 00:33:38 - Top Calls | Ford Upgraded at Jefferies, Stellantis Downgraded & Alphabet Upgraded on AI Strength 00:34:47 - Nvidia Ecosystem, AI Financing, Memory Chips, China Competition & Open-Source AI 00:40:02 - Brown-Forman Takeover Battle, Jack Daniel’s Growth Challenges & M&A Outlook 00:45:09 - Kelly Covley Manning & Napier | Big Tech Earnings, AI Capex Risks, Hyperscaler Spending & Energy Market Headwinds 00:51:35 - U.S.-Iran Standoff, Netanyahu Visit, White House Strategy & Middle East Risks 00:56:01 - High Interest | Netanyahu’s UN Plans, Bernard Arnault Joins X & Extreme U.S. Heat Wave 00:57:09 - Akhil Bansal Carlyle | Fixed Income Risks, AI Credit Exposure, Private Credit & Asset-Backed Finance 01:06:28 - Celeste Mastin | H.B. Fuller Acquisition Strategy, Activist Investor Pressure & Global Industrial Demand 01:16:22 - Nvidia, OpenAI, China AI Competition, Big Tech Spending & AI Monetization Risks 01:21:06 - Udesh Jha Kalshi | Commodities Trading, Gold & Silver Perpetual Futures, Prediction Markets & Retail Risk 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