Oil Surge, AI Jitters Weigh On Markets | Open Interest 7/23/2026 James Kennedy [VSfpT1ykDgA]

Published in Everyday Knowledge

Tag: #James Kennedy, #naomi osaka, #iphone 18, #sunderland vs man united

Get a jump start on the US trading day with "Bloomberg Open Interest." Brent crude tops $100 a barrel as Houthi attacks in the Red Sea intensify supply risks, while Alphabet's latest spending plans reignite questions about the rising cost of AI. Seema Shah, Chief Global Strategist at Principal Asset Management, and Ann Berry, Founder of Threadneedle Ventures, break down nhl score the market outlook. Plus, Blackstone President and COO Jon Gray says leaning into AI is making a big difference for investors.

Chapters:

00:00:00 - Open Interest

00:01:45 - Christine Lagarde | ECB Holds Rates, Inflation Risks, Energy Shock & Middle East Impact

00:34:58 - Seema Shah Principal Asset Management | ECB Outlook, Oil at $100, Fed Rate Risks & Equity Market Impact

00:39:05 - Alphabet Earnings, AI Spending Surge, Negative Free Cash Flow & Tesla AI Investments

00:46:53 - Top Calls | Tesla Price Target Cut, Paycom Target Cut & Alphabet Added to Best Ideas List

00:47:41 - Brent Thill Jefferies | Alphabet Capex, AI Infrastructure Spending, Cloud Growth & Long-Term AI Returns

00:54:31 - Jon Gray Blackstone | Blackstone Earnings, AI Investment Strategy, Data Centers & Infrastructure Returns

00:57:08 - Alphabet Selloff, AI Capex Concerns, Cloud Growth & SpaceX Compute Demand

01:09:21 - High Interest | SK Hynix ADR Restrictions, OpenAI Security Breach & Houthi Attacks on Saudi Tankers

01:10:31 - Red Sea Attacks, Strait of Hormuz Risks, Oil Supply Disruptions & $120 Oil Scenario

01:18:05 - Jon Gray Blackstone | AI Infrastructure Demand, Hyperscaler Spending, Data Centers & Future Growth Outlook

01:30:36 - Peacock Profitability, Streaming Growth, Sports Content & Comcast Strategy

01:36:03 - American Airlines Warning, Premium Travel Demand, Fuel Costs & Airline designated for assignment Competition

--------

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:

Visit for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:

Facebook:

Instagram:

Connect with Bloomberg Business allison ellsworth on:

Facebook:

Instagram:

TikTok:

Reddit:

LinkedIn: