Samsung Soars as Chip Stocks Slide | Open Interest 7/7/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Samsung posts record profits, but chip stocks slide as investors demand even more from the AI trade. SpaceX heads for the Nasdaq 100, while some look for ways to avoid the name. Rising Strait of Hormuz tensions add fresh risk as President Trump arrives at NATO. Plus, BlackRock’s Jean Boivin on AI’s biggest winners, Amazon’s AI spending debate, and the $14.5 billion chip chemicals deal reshaping M&A. Chapters: 00:00:00 - Open Interest 00:01:55 - Chip Stocks Slide as Samsung Profit Fails to Impress 00:06:04 - Walmart Cuts Prices in Affordability Push 00:09:22 - President Trump Meets with Turkey Erdogan 00:14:39 - High Interest | Marine Le Pen, World Cup Controversy & SpaceX Coverage 00:15:50 - Emily Green Ellevest | SpaceX in the Nasdaq 100 & Investor Concerns 00:23:48 - Dana D’Auria Envestnet | AI Trade, Diversification & SpaceX 00:33:25 - Amazon AI Spending, Credit Markets & SpaceX 00:41:02 - Alexander Stubb Finland President | NATO Summit 00:49:46 - Racquel Oden HSBC | AI Leadership, Earnings & Global Markets 00:56:11 - High Interest | NATO Defense Deals, Turkey F-35s, Farage & De Beers 00:57:15 - Jean Boivin BlackRock | BlackRock Outlook, Private Credit & AI Buildout 01:06:40 - Kaja Kallas EU Foreign Affairs | NATO Summit 01:14:08 - Ben Gilklich Element Solutions | Semiconductor Materials, Data Centers & AI Infrastructure 01:21:45 - Robert Profusek Jones Day | AI Dealmaking, SpaceX & Private Equity 01:29:49 - Hedge Fund Winners | AI, Memory Chips & Market Positioning -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts