Open Interest 10/28/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Powerful profits from SK Hynix refuel the AI trade as booming demand for memory chips shows no signs of slowing. Microsoft and Alphabet gear up to report results on the busiest day of earnings season for the S&P 500. Plus, Federal Reserve Chair Kevin Warsh takes the spotlight, with the Fed expected to hold rates today while keeping the door open to a December move. Nuveen Chief Investment Officer Saira Malik and Goldman Sachs Chief US Economist David Mericle break down the forces shaping the market outlook through the rest of 2026. Plus, the view from Dallas with Causeway CEO Sarah Ketterer, DFW International Airport CEO Chris McLaughlin and Fortress Global Co-Head of Corporate Credit Brian Stewart. Chapters: 00:00:00 - Open Interest 00:04:23 - SK Hynix Earnings, AI Memory Demand & Hyperscaler Spending 00:04:47 - Kevin Warsh, Fed Hold Expectations & December Rate Hike Odds 00:08:16 - Wendy's Takeover Speculation, Trian's Interest & Restaurant Industry Trends 00:14:30 - Texas Senate Race, Trump Campaign Strategy & Midterm Elections 00:18:48 - Saira Malik Nuveen | AI Spending, Fed Policy Risks & Market Leadership Shifts 00:22:34 - High Interest | AI Spending Boom, Memory Chip Demand & Hyperscaler Capital Expenditures 00:30:08 - Top Calls | Whirlpool Downgrade, Clover Health Initiation & Apple Upgrade 00:31:14 - SK Hynix, Microsoft, Alphabet & the AI Free Cash Flow Debate 00:38:17 - Anthropic IPO, Retail Investor Access & AI Capital Markets 00:38:40 - Anthropic's IPO Structure, JPMorgan's Role & Retail Allocation Plans 00:45:01 - Sarah Ketterer Causeway Capital Management | Inflation Risks, AI Infrastructure Concentration & Global Equity Opportunities 00:53:11 - High Interest | Israel Election Results, Anthropic IPO Updates & Brazil Political Developments 00:54:11 - Brian Stewart Fortress | AI Debt Issuance, Credit Market Stress & Private Credit Risks 01:05:27 - David Mericle Goldman Sachs |Fed Strategy, Inflation Risks, Oil Prices & Economic Growth 01:15:58 - Lorenzo Simonelli Baker Hughes | Baker Hughes, AI Data Center Buildout & Energy Infrastructure Demand 01:20:53 - Chris McLaughlin | DFW Airport's $12 Billion Expansion & North Texas Growth Story 01:26:08 - Fed Decision, Microsoft Earnings & Alphabet Results Ahead -------- 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