TSMC Outlook Fails to Lift Tech | Open Interest 7/16/2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." TSMC's bullish outlook isn't enough to reignite the tech
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." TSMC's bullish outlook isn't enough to reignite the tech rally as investors question the AI trade. Stocks extend losses despite stronger retail sales, while Bank of America CEO Brian Moynihan says the consumer remains resilient. Plus, Uber's $14.8 billion Delivery Hero deal, Eli Lilly's $3.8 billion psychedelic medicine bet, and TGI Fridays Global President Phil Broad joins us on the restaurant chain's comeback strategy after bankruptcy. Chapters 00:00:00 - Open Interest 00:03:50 - TSMC Spending Boom, AI Infrastructure, Semiconductor Risks & Uber M&A 00:06:34 - Regional Bank Earnings, Commercial Real Estate, Loan Growth & Bank Consolidation 00:11:12 - High Interest | Iran Oil Terminal Strikes, South Korea ETF Crackdown & Rising Airline Fuel Costs 00:12:35 - United Airlines Outlook, Premium Travel Demand, Fuel Prices & GE Aerospace 00:18:04 - Kristina Hooper Man Group | AI Capex Risks, Market Valuations, Geopolitics & Portfolio Strategy 00:21:52 - AI Trade Selloff, Chip Stocks Under Pressure & Rising Yields 00:33:20 - Top Calls | BlackRock Upgrade, Lululemon Downgrade & Bullish UnitedHealth Analyst Reactions 00:34:24 - Eli Lilly Psychedelics Deal, Depression Treatments & FDA Approval Trends 00:44:16 - Kathy Bostjancic Nationwide Mutual Insurance | Retail Sales, Consumer Resilience, Inflation Outlook & Fed Path 00:50:30 - Iran Escalation, Strait of Hormuz Risks, Oil Supply & Trump Tariff Strategy 00:56:05 - High Interest | Extreme Weather Events, SpaceX Starship Launch & Apple iPad Refresh 00:57:17 - Pooja Goyal Carlyle | Carlyle's AI Power Platform, Data Center Infrastructure & AI Energy Demand 01:05:27 - Phil Broad TGI Fridays | TGI Fridays Turnaround, Global Expansion, Consumer Spending & Restaurant Industry Trends 01:16:51 - Hedge Fund Alpha Capture, Trading Signals, Crowding Risk & Market Structure 01:21:40 - Netflix Earnings, Engagement Slowdown, Streaming Competition & Sports Content Strategy 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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