AI Trade Faces Big Test as Trump Rings Opening Bell | Open Interest 7/6/2026

Posted on 07/06/2026
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." It's a  pivotal week for the AI trade: SpaceX joins the Nasdaq 100, Samsung reports earnings, and SK Hynix eyes a US debut. Plus, President Trump rings the opening bell for Trump Accounts, Xbox cuts 3,200 jobs, and we talk about Wall Street’s next big sports play.



Chapters:

00:00:00 - Open Interest

00:01:36 - Chip Supply Crunch, Broadcom-Apple & SK Hynix IPO

00:03:46 - Fed Minutes, Inflation & Kevin Warsh's Fed

00:07:27 - NATO Summit, Ukraine & Defense Spending

00:12:24 - High Interest | Global Headlines, AI Infrastructure IPOs & Alibaba Court Win

00:13:31 - Alibaba, China Tech & U.S. Policy Risks

00:16:43 - Top Calls | RBC Raises S&P 500 Target to 8150

00:17:14 - Lori Calvasina RBC Capital Markets | AI Valuations, Semiconductors & Market Outlook

00:40:43 - Microsoft Layoffs, Xbox Reset & AI Spending

00:44:46 - Lockheed Martin's $3.5B Defense Acquisition

00:48:09 - ISM Data, Inflation & Economic Outlook

00:50:28 - Nancy Tengler Laffer Tengler | Fed Path, Inflation, AI & Top Investment Themes

01:01:08 - World Cup Controversy | Trump, FIFA & Balogun Red Card Reversal

01:09:49 - Matt Zimmer, William Blair & Rob Tilliss, Inner Circle Sports | William Blair Acquires Inner Circle Sports

01:22:03 - Trump Briefing | FIFA Call, Iran, NATO & Foreign Policy

01:26:35 - Aluminum, Oil & China Supply Trends

01:29:44 - Week Ahead: SpaceX in Nasdaq 100, FOMC Minutes & SK Hynix Debut

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