Microsoft Surges, Meta Slides | Open Interest 7/30/2026

Published 30 July 2026 · tech

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Microsoft powers higher after a blockbuster quarter while Meta

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Microsoft powers higher after a blockbuster quarter while Meta stumbles as investors demand proof its AI spending will pay off. Apple and Amazon are up next as markets brace for two more tech giants. We'll hear from Kevin Hassett on the Fed and inflation, Starbucks CEO Brian Niccol on the consumer comeback, plus exclusive insights from Microsoft, Meta, and Kendra Scott on what's driving the next wave of AI and retail growth. Correction: This video has been edited to update a graphic with correct analyst disclosures.

Chapters 00:00:00 - Open Interest 00:02:39 - GDP Slowdown, PCE Inflation, Consumer Spending & Kevin Warsh's Fed 00:06:35 - Meta's AI Spending, Microsoft's AI Monetization, Cloud Growth & AI Infrastructure 00:10:19 - Anastasia Amoroso Partners Group | AI Trade Risks, Hyperscaler Spending, Oil Shock & Market Outlook 00:14:08 - Kevin Hassett White House | Warsh's Fed, Inflation Fight, GDP Growth, Interest Rates & AI Bubble Debate 00:29:44 - omain Bostick & Brian Niccol | Starbucks Growth, Consumer Resilience, Loyalty Programs & U.S. Spending Trends 00:45:35 - Michael Nathanson MoffettNathanson | Meta's AI Spending Problem, ROI Concerns, Compute Strategy & Zuckerberg's Vision 00:50:50 - JoAnne Feeney Advisors Capital Management | AI Trade, Market Concentration & Hyperscaler Spending Risks 01:02:18 - High Interest | ICE Acquires MarketAxess, Blue Owl Fundraising Slowdown & Meta's $279B AI Commitments 01:03:08 - Derrick Wood TD Cowen | Microsoft's Goldilocks Quarter, Azure Growth, Copilot Adoption & AI Monetization 01:09:18 - Jersey Mike's IPO, Reformation IPO & Consumer IPO Market Recovery 01:13:08 - Robinhood Prediction Markets, Mastercard Growth & Payments Innovation 01:15:15 - Chris Blakeslee Kendra Scott | Consumer Spending Trends, Luxury Jewelry, Retail AI Adoption & Kendra Scott Growth 01:25:11 - Iran Conflict, Strait of Hormuz, U.S. Strikes, Israel Strategy & Ukraine Developments 01:30:14 - FIFA Media Rights Sale, Joshua Kushner Talks & Sports Investment Controversy More on Bloomberg Television and Markets Like this video?

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