AI Jitters Return as Markets Await Jobs Data | Open Interest 8/6/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Fresh AI weakness keeps investors on edge amid US-Iran talks and ahead of tomorrow’s jobs report. Billions worth of SpaceX shares become eligible for trading following the company’s post-earnings plunge. And AI investor Leopold Aschenbrenner returns to the investing game with a $400 million bet. Plus: the CEOs of Krispy Kreme, Smashburger, Roivant, and Lincoln International — covering everything from food to biotech to M&A.

Chapters:
00:00:00 – Open Interest
00:01:21 – AI Infrastructure Demand, Memory Chip Selloff, SpaceX Capex & Hyperscaler Spending
00:04:07 – SpaceX Lockup Expiration, Short Interest, Share Supply & Investor Positioning
00:06:49 – Warner Bros. Earnings, Streaming Profitability & Paramount-Skydance Merger Risks
00:09:39 – Kevin Warsh, Jackson Hole Preview, Inflation Risks & Rate Hike Expectations
00:12:26 – High Interest | Iran-Oman Hormuz Talks, DeepSeek AI Price Increases & Situational Awareness’ $400M Investment
00:13:20 – Situational Awareness Comeback, Hedge Fund Losses, AI Crowding & Leverage Risks
00:18:11 – Emily Green Ellevest | AI Trade Rotation, Mag 7 Concentration, Portfolio Diversification & SpaceX Volatility
00:33:02 – Top Calls | Sandisk Price Target Cuts, Zillow Downgrade & Shake Shack Price Target Increase
00:34:18 – Joshua Charlesworth | Krispy Kreme Turnaround, Consumer Spending, Franchise Growth & Profitability
00:44:31 – Alex Chaloff Bernstein Private Wealth Management | Leveraged ETFs, Market Structure Risks, AI Volatility & Positioning
00:52:10 – Sandisk Weak Guidance, SK Hynix Selloff & SpaceX Trading Surge
00:53:26 – SpaceX Share Unlock, Memory Chip Selloff & Investor Rotation
00:56:05 – High Interest | Trump-Warsh Conversations, Millennium-Anthropic AI Partnership & Situational Awareness Recovery
00:57:12 – Matt Gline Roivant | FDA Approval Timeline, Orphan Drug Pipeline, AI in Drug Development & Biotech M&A
01:06:12 – Rob Brown Lincoln International | Private Equity Deal Recovery, AI Infrastructure Demand, Industrials & Private Credit
01:14:19 – Jim Sullivan | Smashburger Expansion, Franchising Strategy, Food Safety & Consumer Demand
01:22:57 – Strait of Hormuz Deal, Iran-Oman Negotiations, Houthi Escalation & Oil Market Risks
01:26:30 – Jobs Report Preview, CPI Outlook, Kevin Warsh & Fed Policy Expectations
——–
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AI Jitters Return as Markets Await Jobs Data | Open Interest 8/6/2026

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