Stocks Drift as Inflation Looms; Intel Makes $15B AI Bet | Open Interest 8/10/2026

Posted on 08/10/2026
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Get a jump start on the US trading day with Vonnie Quinn on "Bloomberg Open Interest." Intel is offering $15 billion in common stock as it races to capitalize on booming AI demand. Oil advances as President Trump turns up the financial pressure on Iran, while Tehran rejects talks. And stocks hover near record highs ahead of the latest inflation data due later this week. Plus, GameStop may withdraw its $56 billion bid for eBay, Berkshire Hathaway CEO Greg Abel puts cash to work, and FreightWaves CEO Craig Fuller discusses Amazon's push into trucking.



Chapters:

00:00:00 - Open Interest

00:01:16 - Intel Capital Raise, Meta Open-Source AI, Data Center Push & Apple Downgrade

00:05:43 - CPI, PPI, Fed Outlook, Inflation Week & Kevin Warsh's Policy Approach

00:07:53 - Iran Standoff, Pentagon Munitions Shortages, Defense Production & Middle East Risks

00:13:16 - High Interest | White House Counsel Shakeup, Israel-Hamas Peace Proposal Rejection & Berkshire Share Buybacks

00:14:09 - Berkshire Buybacks, Greg Abel Capital Deployment, Alphabet Investment & Market Valuations

00:17:15 - Aoifinn Devitt Moneta | S&P 500 Target Raise, AI Monetization, Fed Uncertainty, Gold & Market Rotation

00:32:42 - Top Calls | Apple Downgrade, HPE Upgrade & Dick's Sporting Goods Upgrade

00:34:02 - Leveraged ETF Boom, Semiconductor Trading, Bitcoin ETFs & Crypto Market Structure

00:43:47 - CPI Preview, Inflation Risks, Fed Expectations & September Rate Debate

00:47:17 - Shana Sissel Banrion Capital Management | Market Risks, Fed Communication, Consumer Health & Alternative Investments

00:57:12 - High Interest | Shein IPO Valuation, Microsoft AI Chip Expansion & Taylor Farms Food Recall

00:58:16 - Taylor Farms Recall, Food Safety Concerns, CDC Staffing & Salmonella Investigation

01:05:38 - Iran Negotiations, Strait of Hormuz, Trump Strategy & Midterm Political Risks

01:10:30 - Craig Fuller FreightWaves | Strait of Hormuz Shipping Risks, Freight Recovery, Arctic Trade Routes & Supply Chains

01:21:06 - Paramount-Warner Bros. Deal, Theatrical Releases & Antitrust Concerns

01:24:19 - Barrick Mining Clears Path For IPO

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