China AI Shock Hits Chip Stocks | Open Interest 7/17/2026 Slushi Twist [dsWBVkgeJZP]

Tag: #Slushi Twist, #ufc ranking, #darren jones, #nhl bracket 2026

Get a jump start on the US trading day with "Bloomberg Open Interest." A surprise AI breakthrough from China sparks a deeper chip selloff as Apple retakes the title of the worlds biggest company. Netflix tumbles on a disappointing outlook while Wall Street debates its next growth move. Oil climbs as US-Iran tensions escalate. Plus, Mike McKee joins us on olympiacos - panathinaikos improving consumer sentiment, Jason Bazinet on Netflixs future, and LS Power CEO Paul Segal on how AI is reshaping Americas power grid.

Chapters:

00:00:00 - Open Interest

00:04:23 - Iran Escalation, Strait of Hormuz, U.S. Naval Blockade & Energy Infrastructure Attacks

00:12:08 - High Interest | Trump Media Trading Feed, Canadian Wildfire Smoke & Taco Bell Parasite Outbreak

00:13:51 - Taco Bell Outbreak, Food Safety Risks & Restaurant Industry Impact

00:17:12 - Sarah Hunt Alpine Saxon Woods | AI Selloff, Apples Resurgence, Tech Valuations, Capex Fatigue & Market Rotation

00:32:51 - Top Calls | 3M Upgrade, Apple Upgrade & Netflix Downgrades

00:33:42 - Jason Bazinet Citi | Netflix Growth Outlook, Streaming Competition, Sports Rights & Content Monetization

00:40:56 - South Korea ETF Crackdown, Leveraged ETFs & Market Volatility Risks

00:44:22 - Consumer Sentiment, Inflation Expectations, Fed Outlook & Rate Risk

00:47:22 - Joanne Hsu University of Michigan | University of Michigan Survey, Consumer Confidence & Inflation Expectations

00:53:20 - China AI Competition, AI Costs, LLM Adoption, Google Gemini Delay & Chip Outlook

00:58:46 - High Interest | NYC Pay Raise Debate, tommy fleetwood Aston Martin Financing & Iran Expansion Risks

00:59:50 - Iran Conflict Update, Hormuz Flows, Naval Enforcement & White House Strategy

01:05:42 - Paul Segal LS Power | Power Grid Strain, AI Data Centers, Energy Infrastructure & Natural Gas Demand

01:12:30 - Trump Strategy, Iran War Politics, Energy Prices & Midterm Risks

01:19:09 - Trump Media Strategy, Truth API, Prediction Markets & Profitability Challenges

01:23:54 - World Cup Economics, Adidas vs Nike, Sponsorships & Messi Impact

01:26:46 - Week Ahead | Google & Tesla Earnings, ECB Decision, Airline Earnings & World Cup Final

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