AI Billions, Oil Swings and an Inflation Test | Open Interest 8/11/2026
Get a jump start on the US trading day with David Gura and Vonnie Quinn on "Bloomberg Open Interest." The AI money machine keeps rolling
Get a jump start on the US trading day with David Gura and Vonnie Quinn on "Bloomberg Open Interest." The AI money machine keeps rolling as Intel, Nvidia and Anthropic line up billions. Meanwhile, oil erases earlier gains as Pakistan signals optimism over a US-Iran deal. And an inflation test looms as investors brace for key data that could shape the Federal Reserve's next move. Plus, Peter Beck, Rocket Lab founder, president and CEO, says the company is pushing hard to launch its Neutron rocket for the first time this year. Chapters 00:00:00 - Open Interest 00:01:51 - Nvidia's $500B AI Infrastructure Plan, Compute as an Asset Class & AI Financing Risks 00:04:17 - Rocket Lab Earnings, Neutron Rocket Delays, Space Competition & Growth Outlook 00:07:05 - Iran Peace Talks, Strait of Hormuz Blockade, Oil Market Risks & U.S. Strategy 00:12:30 - High Interest | Trump Assassination Threat Details, Apple's iPhone Redesign & Hims Peptide Expansion 00:13:24 - Hims & Hers, Peptide Market Expansion, GLP-1 Transition & Telehealth Growth 00:17:51 - Nancy Tengler Laffer Tengler | Inflation Outlook, AI Financing Concerns, Nvidia, Productivity Growth & Kevin Warsh 00:31:47 - Top Calls | Boeing Upgrade, Airbnb Downgrade & First Solar Upgrade 00:32:56 - Nvidia Financing Structure, AI Infrastructure Risk, Intel Capital Raise & Compute Demand 00:44:36 - Iran Negotiations, Reparations Dispute, Hormuz Blockade & Escalation Risks 00:47:30 - Existing Home Sales, Mortgage Rates, CPI Preview & Fed Expectations 00:50:00 - Pooja Sriram Barclays | Inflation Outlook, Fed Policy, Labor Market Trends, Warsh Strategy & Oil Shock Risks 00:58:17 - High Interest | Chipotle Recall, Apollo's Yankees Investment & Nvidia's $500B Financing Coalition 00:59:15 - Nvidia Financing Coalition, Private Credit Boom, AI Infrastructure Debt & Systemic Risks 01:05:32 - Rocket Lab Strategy, Neutron Timeline, Space Industry Growth & Iridium Acquisition 01:16:00 - CoreWeave Earnings Preview, AI Compute Demand, Cloud Competition & Capacity Expansion 01:19:31 - Apollo-Yankees Deal, Sports Franchise Valuations & Private Equity in Sports 01:23:15 - Key Primary Elections, Progressive Democrats, Trump Endorsements & Senate Races 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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