Stocks Stall as Wall Street Awaits Nvidia | Open Interest 8/26/2026
Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks waver as traders hold back on risk ahead of Nvidia earnings and fresh signals on the durability of the AI trade. US consumer spending stalls in July while the Fed’s preferred inflation gauge rises as expected, bolstering the case for rates to stay on hold. Meta agrees to pay $16.7 billion to settle a landmark case over teens’ addiction to Facebook and Instagram. Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Plus, CityPickle Co-CEO Mary Cannon on the explosive growth of pickleball.
Chapters:
00:00:00 – Open Interest
00:01:22 – PCE Inflation, Fed Rate Risks, Jackson Hole & Kevin Warsh Expectations
00:05:48 – Nvidia’s $100B Revenue Milestone, AI Spending, Data Center Demand & Meta Settlement
00:11:56 – Smucker’s Uncrustables Strength, Bitcoin Exposure Risks & SolarEdge Upgrade
00:13:34 – High Interest | Iran-Oman Hormuz Deal, Druckenmiller’s AI Op-Ed & Kohl’s Turnaround Effort
00:14:58 – Kohl’s Struggles, Abercrombie Surge & Consumer Spending Trends
00:17:17 – Meta’s $16.7B Teen Harm Settlement, Regulatory Risks & Platform Changes
00:23:38 – Amanda Agati PNC | Nvidia Expectations, AI Valuations, Fed Uncertainty & Market Leadership
00:31:47 – Top Calls | Strategy Target Cut, SolarEdge Upgrade & Software Sector Downgrades
00:33:32 – Exclusive | Vanguard & Altruist CEOs | Wealth Management Disruption, AI Tools & Financial Advice Expansion
00:46:41 – Inflation Debate, Consumer Spending, GDP Strength & Jackson Hole Preview
00:49:48 – Katy Kaminski AlphaSimplex | Treasury Buybacks, Bond Market Risks, Oil Prices & Rate Expectations
00:58:49 – High Interest | TWG Sports Asset Defense, Victory Capital Deal & Meta’s Landmark Settlement
00:59:51 – Meta Settlement Impact, Teen Safety Rules, Social Media Regulation & AI Oversight
01:07:52 – Abercrombie’s Comeback, Kohl’s Challenges & Retail Competitive Pressures
01:11:25 – Mary Cannon CityPickle | CityPickle Host Major League Pickleball Finals
01:21:15 – Nvidia Earnings Preview, AI Infrastructure Demand, Memory Costs & OpenAI Competition
01:26:17 – Iran-Oman Hormuz Negotiations, U.S. Response & Canada Tariff Escalation
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