Wall Street Bonuses Set to Surge | Open Interest 8/5/2026
Bloomberg TelevisionGet a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." The S&P extends its winning streak as massive AI spending weighs on SpaceX. Citadel cashes in on a distressed hedge-fund bet, Wall Street bonuses surge, and Disney delivers another profit beat. Plus, Carlyle CFO Justin Plouffe, Brookfield CEO Connor Teskey, and Booking CEO Glenn Fogel on deals, fundraising, and resilient travel demand. Correction: This video has been updated with a graphic reflecting Citadel's performance. Chapters: 00:00:00 - Open Inerest 00:01:08 - SpaceX Earnings, Starlink Expansion, AI Infrastructure Spending & Cloud Revenue Growth 00:04:29 - Disney Earnings, Streaming Profitability, Theme Parks & TikTok Partnership 00:07:07 - Eli Lilly, Novo Nordisk, Obesity Drugs, Pharma Pipelines & M&A Strategy 00:11:55 - CVS Earnings, Uber Outlook, Booking Holdings & Travel Demand 00:13:28 - High Interest | Strait of Hormuz Reopening Talks, Michigan Senate Race & Wall Street Bonus Forecasts 00:14:23 - Wall Street Bonuses, AI Workforce Changes, Investment Banking Recovery & Trading Revenues 00:18:33 - Citadel's AI Trade, Situational Awareness Portfolio, Hedge Fund Performance & AI Volatility 00:23:38 - AI Trade Rotation, Hyperscaler Spending, Global Equity Markets & Investment Strategy 00:32:25 - Top Calls | Best Buy Downgrade, e.l.f. Beauty Upgrade & Booking Holdings Price Target Raises 00:33:27 - Glenn Fogel | Booking Holdings Earnings, Travel Demand, OpenTable Growth & AI's Impact on Travel 00:41:35 - SpaceX Capex Surge, AI Infrastructure Buildout, Nvidia Relationship & Semiconductor Demand 00:44:14 - ISM Services, Employment Trends, Treasury Issuance & Fed Outlook 00:46:23 - AI Market Concentration, Healthcare Opportunities, Inflation Risks & Defensive Investing 00:54:05 - High Interest | Strait of Hormuz Agreement, SpaceX Falcon 9 Lunar Impact & Rising Banking Bonuses 00:55:15 - Chris Connors | Wall Street Compensation, AI Job Displacement, Hedge Fund Talent Wars & Private Credit Weakness 01:05:48 - Connor Teskey | Brookfield Fundraising, AI Infrastructure Boom, Energy Demand & Data Center Expansion 01:17:56 - Justin Plouffe | Carlyle Earnings, Private Equity Exits, Defense Investments & Private Credit Markets -------- 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