Trump Rejects Iran Offer as Tensions Rise | Open Interest 5/11/2026

Watch on YouTube ↗  |  May 11, 2026 at 17:32  |  1:29:41  |  Bloomberg Markets
Speakers
Mary Ann Bartels — Chief Investment Strategist, Sanctuary Wealth
Mike Pyle — BlackRock
Sam Fazeli — Senior Pharmaceutical Analyst, Bloomberg Intelligence

Summary

Bloomberg Open Interest covers a market driven by AI euphoria, with semiconductor stocks hitting record highs. Geopolitical tensions with Iran push oil higher, but equities remain buoyant. CEO interviews cover Flex's AI infrastructure spinoff, Starz's content strategy, and Bond's private jet club. Mike Pyle highlights Japan as a long-term investment play.

  • Semiconductor stocks extend gains as AI euphoria continues, with retail traders piling in.
  • Oil rises after Trump rejects Iran peace offer; Strait of Hormuz tensions persist.
  • KKR injects $300 million into a struggling credit fund, raising private credit concerns.
  • Moderna rallies on hantavirus vaccine development, but analysts question commercial viability.
  • Flex announces spinoff of its AI infrastructure business; CEO Revathi Advaithi will lead the new company.
  • Starz CEO Jeffrey Hirsch discusses pricing power and content IP strategy post-spinoff.
  • Bond CEO Bill Papariella sees strong demand for premium private jet services.
  • BlackRock's Mike Pyle recommends Japan as a positive long-term investment opportunity.
Trade Ideas
Mary Ann Bartels Chief Investment Strategist, Sanctuary Wealth 19:48
Semiconductors are AI leaders, continue to own.
Semiconductors are the industry leaders in the AI buildout. Memory demand from AI is driving strong earnings, and while the sector has run vertically, investors should continue to own and wait for a pullback to buy aggressively. The group will continue to rally as NVIDIA breaks out.
SMH HIGH
Mary Ann Bartels Chief Investment Strategist, Sanctuary Wealth 20:21
NVIDIA is breaking out, continue to own.
NVIDIA has consolidated its massive gains and is just starting to perk up. A breakout in NVIDIA will continue to lead the entire semiconductor space higher. It remains a leader and investors should own it.
NVDA HIGH
Mike Pyle BlackRock 63:19
Japan is a long-term positive play.
Japan is poised for a powerfully positive economic role over the next 5-7 years, with growth above trend as structural reforms and investments bear fruit. It represents a diversified source of return away from the U.S.-China dynamic.
EWJ MED
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This Bloomberg Markets video, published May 11, 2026, features Mary Ann Bartels, Mike Pyle discussing SMH, NVDA, EWJ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mary Ann Bartels, Mike Pyle  · Tickers: SMH, NVDA, EWJ