Comcast’s Big NBCUniversal Shakeup | Open Interest 6/29/2026
Спикеры
Mandeep Singh
— Старший аналитик, Bloomberg Intelligence
Eric Van Nostrand
— Директор по инвестициям, Lazard Asset Management
Joe Deaux
— Corporate and Economic State Crafting Reporter, Bloomberg
Kelsey Griffith
— Bloomberg Reporter
Sridhar
— Bloomberg Wall Street Chief Correspondent
Aoifinn Devitt
— Глобальный управляющий директор, Moneta Group
Poonam
— Bloomberg Intelligence Analyst
Bloomberg Open Interest covers a tech bounce after South Korea's $800B AI investment, Comcast's media spin-off plans, US-Iran de-escalation ahead of Doha talks, and landmark Supreme Court rulings on Fed independence and FTC removal powers. Lazard's Eric Van Nostrand warns oil markets underestimate the Iran supply shock, while Goldman Sachs says copper will benefit from the push for electrification. Consumer spending shows resilience but a deal-seeking tilt on Amazon Prime Day.
- South Korea commits $800B to AI, boosting Samsung and SK hynix on memory supply constraints.
- Comcast announces separation of media and telecom businesses, sending shares sharply higher.
- US and Iran agree to halt attacks before Doha talks, keeping oil near $72 on weekend de-escalation.
- Supreme Court rules Fed Governor Lisa Cook can stay, preserving Fed independence, but expands presidential power to fire heads of independent agencies like the FTC.
- Eric Van Nostrand (Lazard) says oil markets are too complacent about supply shock and low inventories.
- Goldman Sachs believes copper benefits from Iran war legacy via increased electrification demand.
- Amazon Prime Day online sales hit $26.4B, a 9.3% rise, indicating resilient but bargain-hunting consumers.
Идеи
Samsung, SK hynix win from AI memory shortage
South Korea is backing Samsung and SK hynix with an $800 billion investment plan to expand memory capacity. This government support ensures capacity expansion even if market dynamics change, similar to how TSMC benefited from Taiwan's backing. Memory demand is outstripping supply for data centers and AI, and new capacity won't come online before late 2027 or 2028, keeping conditions tight and benefiting incumbents.
Oil underpriced due to supply shock, low inventory
Markets are underestimating the supply shock from the Iran conflict. Inventories have been drawn down substantially to insulate consumers, leaving less cushion. Even if tensions ease, every piece of bad news will have a bigger downside impact on prices. Oil is not pricing in the real physical tightness, creating upside risk.
Copper demand rises on electrification after Iran war
The Iran conflict reinforces energy security concerns, accelerating electrification globally. Copper is the most important raw material for electrification, from grids to data centers, and demand is being further boosted by China's EV and battery push. Copper benefits more than oil and gas from this structural shift.
Далее
This Bloomberg Markets video, published June 29, 2026, features Mandeep Singh, Eric Van Nostrand, Joe Deaux discussing 005930.KS, 000660.KS, BNO, COPPER. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Mandeep Singh, Eric Van Nostrand, Joe Deaux · Tickers: 005930.KS, 000660.KS, BNO, COPPER