AI Jitters Return as Markets Await Jobs Data | Open Interest 8/6/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Fresh AI weakness keeps investors on edge amid US-Iran talks and ahead of tomorrow's jobs report. Billions worth of SpaceX shares become eligible for trading following the company's post-earnings plunge. And AI investor Leopold Aschenbrenner returns to the investing game with a $400 million bet. Plus: the CEOs of Krispy Kreme, Smashburger, Roivant, and Lincoln International -- covering everything from food to biotech to M&A. Chapters: 00:00:00 - Open Interest 00:01:21 - AI Infrastructure Demand, Memory Chip Selloff, SpaceX Capex & Hyperscaler Spending 00:04:07 - SpaceX Lockup Expiration, Short Interest, Share Supply & Investor Positioning 00:06:49 - Warner Bros. Earnings, Streaming Profitability & Paramount-Skydance Merger Risks 00:09:39 - Kevin Warsh, Jackson Hole Preview, Inflation Risks & Rate Hike Expectations 00:12:26 - High Interest | Iran-Oman Hormuz Talks, DeepSeek AI Price Increases & Situational Awareness’ $400M Investment 00:13:20 - Situational Awareness Comeback, Hedge Fund Losses, AI Crowding & Leverage Risks 00:18:11 - Emily Green Ellevest | AI Trade Rotation, Mag 7 Concentration, Portfolio Diversification & SpaceX Volatility 00:33:02 - Top Calls | Sandisk Price Target Cuts, Zillow Downgrade & Shake Shack Price Target Increase 00:34:18 - Joshua Charlesworth | Krispy Kreme Turnaround, Consumer Spending, Franchise Growth & Profitability 00:44:31 - Alex Chaloff Bernstein Private Wealth Management | Leveraged ETFs, Market Structure Risks, AI Volatility & Positioning 00:52:10 - Sandisk Weak Guidance, SK Hynix Selloff & SpaceX Trading Surge 00:53:26 - SpaceX Share Unlock, Memory Chip Selloff & Investor Rotation 00:56:05 - High Interest | Trump-Warsh Conversations, Millennium-Anthropic AI Partnership & Situational Awareness Recovery 00:57:12 - Matt Gline Roivant | FDA Approval Timeline, Orphan Drug Pipeline, AI in Drug Development & Biotech M&A 01:06:12 - Rob Brown Lincoln International | Private Equity Deal Recovery, AI Infrastructure Demand, Industrials & Private Credit 01:14:19 - Jim Sullivan | Smashburger Expansion, Franchising Strategy, Food Safety & Consumer Demand 01:22:57 - Strait of Hormuz Deal, Iran-Oman Negotiations, Houthi Escalation & Oil Market Risks 01:26:30 - Jobs Report Preview, CPI Outlook, Kevin Warsh & Fed Policy Expectations -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts