Microsoft, Meta Earnings Take Center Stage | Open Interest 7/29/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Tech takes center stage as investors await blockbuster results from Microsoft and Meta. Oil surges after President Trump threatens new strikes on Iran, putting markets on edge. Plus, will the Federal Reserve stand pat or deliver a surprise. We'll break it all down with Goldman Sachs' David Mericle, Battery Ventures' Dharmesh Thakker on AI's next winners, and Logitech CEO Hanneke Faber joins us on chip risks, holiday demand, and navigating supply chain pressure. Chapters: 00:00:00 - Open Interest 00:01:13 - SK Hynix Results, AI Spending, Microsoft & Meta Earnings Preview 00:04:36 - Ford Earnings, SUV Demand, EV Batteries & AI Energy Storage   00:06:53 - Fed Decision Preview, Kevin Warsh, Rate Hike Risk & Inflation Outlook   00:12:54 - High Interest | South Korea Market Rout, Bank Trading Boom & Iran Missile Escalation 00:13:58 - Iran Conflict, Strait of Hormuz, Red Sea Shipping Risks & U.S. Diplomacy 00:17:44 - Visa Earnings, Consumer Spending, Job Cuts & Robinhood Prediction Markets 00:23:04 - AI Infrastructure Trade, Market Rotation, Data Centers & Private Markets 00:23:29 - Sitara Sundar JPMorgan | Stocks Waver As Fed Call and AI Earnings Loom 00:33:20 - Top Calls | Caterpillar Downgrade, Cheesecake Factory Upgrade & Texas Instruments Upgrade 00:34:43 - SK Hynix Earnings, Memory Pricing, AI Demand & Hyperscaler Capex 00:39:46 - Procter & Gamble Earnings, Consumer Spending, Inflation & Supply Chain Costs 00:44:30 - Fed Expectations, Kevin Warsh, Inflation Risks & September Outlook 00:46:56 - David Mericle Goldman Sachs | Fed Policy, Oil Price Risks, Inflation Outlook & Rate Path 00:56:45 - High Interest | Fauci Senate Hearing, SpaceX Structured Products & Liverpool FC Investment Talks 00:57:49 - Dharmesh Thakker Battery Ventures | Enterprise AI, Supply Chain Automation, Open Source Models & Venture Investing 01:05:18 - Hanneke Faber Logitech | Logitech Earnings, Semiconductor Shortages, Gaming Demand & AI Hardware 01:12:18 - AI Spending Concerns, Microsoft & Meta Earnings, Capex Growth & ROI Debate 01:17:58 - Hermes Weakness, Luxury Spending Trends, China Demand & Gucci Turnaround 01:21:57 - BMW Job Cuts, China Slowdown, Luxury Autos & Ferrari EV Demand -------- 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