Big Tech’s AI Divide Widens | Open Interest 7/31/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." The Big Tech divide widens as Amazon’s AI bet delivers, while chip shortages pressure Apple. John Blackledge breaks down AWS demand and Amazon’s trillion-dollar cloud potential. Will Power explains why Apple’s strong demand may outweigh supply turbulence. Plus, Citadel’s latest AI deal, improving consumer sentiment, and the market risks heading into August. Chapters: 00:00:00 - Open Interest 00:01:56 - Amazon's AI Spending Boom, AWS Growth, AI Infrastructure Demand & Apple's Supply Chain Problems 00:05:11 - Situational Awareness Collapse, Margin Calls, Citadel Rescue & AI Trade Unwind 00:07:05 - Exxon & Chevron Earnings, Strait of Hormuz Risks, Iran Conflict & Oil Markets 00:10:19 - High Interest | Gaza Peace Deal Proposal, Novo Nordisk Drug Failure & FIFA's $20 Billion Spin-Off Backlash 00:11:17 - John Blackledge TD Cowen | Amazon AWS Acceleration, AI Demand, Capacity Constraints & Cloud Growth Outlook 00:16:52 - Will Power Baird | Apple Supply Constraints, AI Devices, iPhone Demand, Pricing Power & Product Cycle Outlook 00:24:16 - Amanda Agati PNC | Mag 7 Divide, AI Winners & Losers, Earnings Strength & Market Leadership Shift 00:31:43 - Top Calls | Roblox Downgrade, Rivian Outlook Upgrade & Apple Supply Chain Concerns 00:32:40 - Anthropic AI Security Breach, OpenAI, Government Oversight & AI Regulation Risks 00:39:48 - South Korea ETF Restrictions, SK Hynix Volatility, Leveraged ETFs & Retail Trading Risks 00:44:30 - Consumer Sentiment, Inflation Expectations, Fed Dissents & Kevin Warsh Policy Outlook 00:46:45 - Warsh's Fed, Higher Volatility, Active Management, AI Leadership Rotation & Market Structure 00:56:24 - High Interest | Caspian Pipeline Disruptions, Anthropic Security Failures & Situational Awareness Asset Sales 00:57:37 - Situational Awareness Meltdown, AI Leverage Risks, Citadel's Rescue Deal & Hedge Fund Lessons 01:05:47 - Charlie Morrison | Jersey Mike's IPO, Expansion Strategy, Consumer Demand & UK Growth Plans 01:16:42 - Strait of Hormuz Escalation, Iran Retaliation, Oil Flows, Gaza Negotiations & White House Response 01:22:16 - FIFA Spin-Off Rebellion, World Cup Economics, UEFA Pushback & Sports Governance Crisis 01:26:02 - Week Ahead | Palantir, SpaceX, AMD, Payrolls Report & Key Economic Data -------- 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