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
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Open Interest 10/28/2026

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