Stocks Hit by AI Spending Worry | Open Interest 1/29/2026

Posted on 01/29/2026
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Big Tech’s AI spending spree accelerates—Meta, Microsoft, and Tesla pour billions into the future. All eyes turn to Apple after the close. Blackstone posts a surprise profit jump as Jon Gray says dealmaking has hit “escape velocity.” Plus, join Open Interest in the C-Suite with interviews from International Paper’s CEO, Nasdaq’s Adena Friedman, and ServiceNow’s CEO.



Chapters:

00:00:00 - Open Interest

00:02:49 - Meta Ad Growth Fuels AI Spending

00:05:21 - Jed Dorsheimer William Blair Group | Tesla Plots $20 Billion AI, Robotics Splurge

00:13:34 - High Interest | Brent Crude, Dow Inc., Intl. Paper

00:15:10 - Andrew Silvernail International Paper | Split into Two Companies

00:22:53 - Stock to Watch | Microsoft, Meta, Tesla

00:24:43 - Kate Moore Citi Wealth | Investors Looking for Return on Ai Spend

00:32:23 - Top Calls | Zillow, First Solar, Meta

00:33:41 - Brian Wieser Madison and Wall | Meta AD Growth Fuels AI Spending

00:40:06 - Jon Gray Blackstone

00:46:53 - Durable Good Orders Rise 5.3%

00:49:12 - Jon Gray Blackstone | Investing in AI Infrastructure

00:51:12 - Sadek Wahba I Squared | AI Infrastructure

00:59:19 - Adena Friedman Nasdaq | Revenue Beats Estimates

01:07:34 - Bill McDermott ServiceNow | Overshadowed By Ai Disruption Fear

01:17:44 - Eduardo Chedid PicPay | IPO Debut

01:24:02 - Jon Gray Blackstone, Real Risk in AI

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