Big Tech’s AI Divide Widens | Open Interest 7/31/2026
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." The Big Tech divide widens as Amazon’s AI bet delivers, while chip shortages pressure Apple. John Blackledge breaks down AWS demand and Amazon’s trillion-dollar cloud potential. Will Power explains why Apple’s strong demand may outweigh supply turbulence. Plus, Citadel’s latest AI deal, improving consumer sentiment, and the market risks heading into August. Chapters: 00:00:00 - Open Interest 00:01:56 - Amazon's AI Spending Boom, AWS Growth, AI Infrastructure Demand & Apple's Supply Chain Problems 00:05:11 - Situational Awareness Collapse, Margin Calls, Citadel Rescue & AI Trade Unwind 00:07:05 - Exxon & Chevron Earnings, Strait of Hormuz Risks, Iran Conflict & Oil Markets 00:10:19 - High Interest | Gaza Peace Deal Proposal, Novo Nordisk Drug Failure & FIFA's $20 Billion Spin-Off Backlash 00:11:17 - John Blackledge TD Cowen | Amazon AWS Acceleration, AI Demand, Capacity Constraints & Cloud Gro
Tags: Amanda Agati, Amazon.com Inc., Anthropic PBC, Apple Inc., Charlie Morrison, Dani Burger, David Wethe, Ed Ludlow, Ira Boudway, James Seyffart, Jersey Mike's Subs, John Blackledge, Michael McKee, Microsoft Corp., Paisley Nardini, Sarah Frier, Sridhar Natarajan, Tyler Kendall, University of Michigan
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