22 October 2026
Get a jump start on the US trading day on "Bloomberg Open Interest." Meta tops Wall Street targets, but its AI spending surge raises fresh concerns. Tesla pulls back on spending, while Blackstone President Jonathan Gray pushes back on AI bubble fears. Plus, JPMorgan’s Gabriela Santos and Goldman Sachs’ Ben Snider break down whether the AI boom can deliver profits and where investors find the next winners. Chapters: 00:00:00 - Open Interest 00:01:38 - Meta Earnings, MUSE Adoption, AI Spending & Zuckerberg's Share Structure 00:04:44 - Tesla Earnings Reaction, SpaceX Merger Debate & Capital Spending Concerns 00:07:44 - Saudi Arabia Evacuations, Iran Threats & Post-Midterm Risks 00:14:48 - Michael Nathanson Moffettnathanson | Meta's Core Ad Business, MUSE Outlook & Zuckerberg Retention Plan 00:23:17 - Gabriela Santos JP Morgan Asset Management | AI Capex, Hyperscaler Valuations & Long-Term Adoption Trends 00:31:46 - Top Calls | Netflix Downgrade, Tesla Bull Case & Meta Rating Upgrades 00:32:36 - Meta's AI Strategy, Consumer Agents & Monetization Challenges 00:39:40 - Airline Earnings, Premium Travel Demand & Fuel Cost Pressures 00:44:53 - Meta Selloff, MUSE Optimism & AI Capex Anxiety 00:47:25 - Ben Snider Goldman Sachs | AI Investment Cycles, Defensive Trades & Earnings Concentration 00:55:52 - Ted Koenig Monroe Capital | Private Credit Stress, AI Financing & Data Center Risks 01:05:44 - Jon Gray Blackstone | Blackstone Outlook, AI Demand Surge & Infrastructure Investing 01:17:44 - AI's Impact on Banking, Job Cuts & Zuckerberg's California Fight 01:21:05
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