Apple Prices Climb and the AI Trade Roars Back | Open Interest 6/25/2026

Описание: Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."The AI trade is roaring back after Micron’s blowout forecast. JPMorgan shakes up succession plans for Jamie Dimon. Ford CEO Jim Farley weighs in on AI versus experience, and Apple raises prices as the chip shortage hits. Plus, Bob Sloan on market positioning risks and Adam Hetts on why earnings still matter.

Correct: Ford is aiming to cut $1 billion in costs this year.
The caption has been updated to reflect the the correct savings figure on controllable costs.

Chapters:
00:00:00 - Open Interest
00:02:58 - Micron Forecast Shatters Estimates
00:06:32 - JP Morgan’s Lake Exits, Resets Dimon Succession Race
00:10:16 - US Inflation Data
00:13:56 - High Interest | Venezuela Earthquake, Iraq, Ford Rehires
00:24:49 - Nadia Lovell UBS Global Wealth Management | UBS Strategy Interview: AI Outlook, Inflation & Fed
00:33:46 - Top Calls | Brown-Forman, Dell, Micron
00:34:44 - Gil Luria DA Davidson | Micron Pricing Power & AI Memory Boom
00:41:24 - Apple Price Hikes & Consumer Impact
00:47:29 - Market Structure & AI Trade Dynamics
00:51:46 - Adam Hetts Janus Henderson | Multi-Asset Strategy Interview: Earnings, Inflation & AI
00:59:33 - Banking Analysis: JPMorgan Leadership Outlook
01:08:34 - Jim Farley Ford | weighs in on AI
01:21:24 - Bob Sloan S3 Partners | Short Sellers
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