Microsoft, Meta Earnings Take Center Stage | Open Interest 7/29/2026

Published 29 July 2026 · finance

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Tech takes center stage as investors await blockbuster results

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Tech takes center stage as investors await blockbuster results from Microsoft and Meta. Oil surges after President Trump threatens new strikes on Iran, putting markets on edge. Plus, will the Federal Reserve stand pat or deliver a surprise. We'll break it all down with Goldman Sachs' David Mericle, Battery Ventures' Dharmesh Thakker on AI's next winners, and Logitech CEO Hanneke Faber joins us on chip risks, holiday demand, and navigating supply chain pressure. Chapters 00:00:00 - Open Interest 00:01:13 - SK Hynix Results, AI Spending, Microsoft & Meta Earnings Preview 00:04:36 - Ford Earnings, SUV Demand, EV Batteries & AI Energy Storage 00:06:53 - Fed Decision Preview, Kevin Warsh, Rate Hike Risk & Inflation Outlook 00:12:54 - High Interest | South Korea Market Rout, Bank Trading Boom & Iran Missile Escalation 00:13:58 - Iran Conflict, Strait of Hormuz, Red Sea Shipping Risks & U.S. Diplomacy 00:17:44 - Visa Earnings, Consumer Spending, Job Cuts & Robinhood Prediction Markets 00:23:04 - AI Infrastructure Trade, Market Rotation, Data Centers & Private Markets 00:23:29 - Sitara Sundar JPMorgan | Stocks Waver As Fed Call and AI Earnings Loom 00:33:20 - Top Calls | Caterpillar Downgrade, Cheesecake Factory Upgrade & Texas Instruments Upgrade 00:34:43 - SK Hynix Earnings, Memory Pricing, AI Demand & Hyperscaler Capex 00:39:46 - Procter & Gamble Earnings, Consumer Spending, Inflation & Supply Chain Costs 00:44:30 - Fed Expectations, Kevin Warsh, Inflation Risks & September Outlook 00:46:56 - David Mericle Goldman Sachs | Fed Policy, Oil Price Risks, Inflation Outlook & Rate Path 00:56:45 - High Interest | Fauci Senate Hearing, SpaceX Structured Products & Liverpool FC Investment Talks 00:57:49 - Dharmesh Thakker Battery Ventures | Enterprise AI, Supply Chain Automation, Open Source Models & Venture Investing 01:05:18 - Hanneke Faber Logitech | Logitech Earnings, Semiconductor Shortages, Gaming Demand & AI Hardware 01:12:18 - AI Spending Concerns, Microsoft & Meta Earnings, Capex Growth & ROI Debate 01:17:58 - Hermes Weakness, Luxury Spending Trends, China Demand & Gucci Turnaround 01:21:57 - BMW Job Cuts, China Slowdown, Luxury Autos & Ferrari EV Demand 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