Leave your feedback Share Copy URL https://gographicsoutput.com/video/TmoTCsc5UuN.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter AI Race Heats Up As Tech Earnings Loom | Open Interest 7/20/2026 José Mourinho [I7ScwfvRBQK] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #Jos Mourinho, #elclasico, #dram stock, #andrew mountbatten-windsorGet a jump start on the US trading day with "Bloomberg Open Interest." China's Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura's Andy Goldberg shares his midyear outlook, Partners Group's Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security.Chapters:00:00:00 - Open Interest00:01:43 - Moonshot AI, China's Kimi K3, Open-Source Models & AI Pricing Pressure00:05:39 - Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations00:09:18 - Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks00:12:32 - tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing's Next-Generation Jet Timeline00:14:09 - Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook00:18:55 - Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations00:31:34 - Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade00:32:18 - Jersey Mike's IPO, Consumer Listings & IPO Market Rebound00:36:08 - Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense00:46:43 - Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks00:53:10 - Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply00:56:45 - High Interest | diane keaton UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup00:58:37 - Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers01:05:41 - Rob Aarnes ADI Global Distribution | ADI Spin-Off, jasveen sangha Security Technology, AI Adoption & Commercial Construction Trends01:15:38 - Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets01:21:45 - Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy--------More on Bloomberg Television and MarketsLike 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:X: Facebook: Instagram: Connect with Bloomberg Business on:X: Facebook: Instagram: TikTok: Reddit: LinkedIn: More from Bloomberg:Bloomberg Radio: Bloomberg Surveillance: Bloomberg harry and meghan news Politics: Bloomberg Originals: Watch more on YouTube:Bloomberg Technology: Bloomberg Originals: Bloomberg Quicktake: Bloomberg Espanol: Bloomberg Podcasts:
Tag: #Jos Mourinho, #elclasico, #dram stock, #andrew mountbatten-windsorGet a jump start on the US trading day with "Bloomberg Open Interest." China's Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura's Andy Goldberg shares his midyear outlook, Partners Group's Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security.Chapters:00:00:00 - Open Interest00:01:43 - Moonshot AI, China's Kimi K3, Open-Source Models & AI Pricing Pressure00:05:39 - Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations00:09:18 - Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks00:12:32 - tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing's Next-Generation Jet Timeline00:14:09 - Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook00:18:55 - Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations00:31:34 - Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade00:32:18 - Jersey Mike's IPO, Consumer Listings & IPO Market Rebound00:36:08 - Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense00:46:43 - Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks00:53:10 - Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply00:56:45 - High Interest | diane keaton UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup00:58:37 - Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers01:05:41 - Rob Aarnes ADI Global Distribution | ADI Spin-Off, jasveen sangha Security Technology, AI Adoption & Commercial Construction Trends01:15:38 - Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets01:21:45 - Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy--------More on Bloomberg Television and MarketsLike 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:X: Facebook: Instagram: Connect with Bloomberg Business on:X: Facebook: Instagram: TikTok: Reddit: LinkedIn: More from Bloomberg:Bloomberg Radio: Bloomberg Surveillance: Bloomberg harry and meghan news Politics: Bloomberg Originals: Watch more on YouTube:Bloomberg Technology: Bloomberg Originals: Bloomberg Quicktake: Bloomberg Espanol: Bloomberg Podcasts: