Markets Weigh Next Phase of AI Trade | Open Interest 6/24/2026
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The AI trade faces its next
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The AI trade faces its next big test as Micron takes the earnings spotlight. Meanwhile, South Korea's SK Hynix pursues a landmark US listing to help fund its AI ambitions. BlackRock's Gargi Chaudhuri, Simplify's Paisley Nardini and Hollow Brook's Philip Richter discuss where investors can find opportunity and what risks they're watching. Plus, MNTN CEO Mark Douglas discusses how AI and live sports are fueling a global boom around the World Cup.
Chapters 00:00:00 - Open Interest 00:01:31 - OpenAI Announces First Custom AI Chip Broadcom 00:08:43 - Trump: Gas Prices Lower than Under Biden 00:14:00 - High Interest | Mamdani Allies Win Key Primaries, Data Centers 00:15:37 - Meta, Microsoft Lead $850B Data Center Lease Boom 00:24:03 - Gargi Chaudhuri BlackRock | Oil Falls Below $75 as More Ships Cross Hormuz 00:35:46 - Top Calls | Apogee Therapeutics, Twillo, Take-Two 00:37:15 - AI Memory Demand & Supply 00:40:40 - Housing Bill & Policy Impact 00:44:30 - Micron Earnings Deep Dive 00:50:10 - Paisley Nardini Simplify Asset Management | AI Dominance vs Overlooked Market Themes 00:57:52 - Jason Thomas Carlyle | Policy, AI Boom & Economy 01:00:02 - AI Capex Surge & Growth Outlook 01:03:03 - Midterm Politics & Market Implications 01:06:00 - Mark Douglas MNTN | Industry & AI 01:09:07 - Open Source vs Proprietary AI Models Debate 01:17:48 - Philip Richter Hollow Brook | The Global Dash for AI Cash More on Bloomberg Television and Markets Like this video?
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