Stocks Drift as Inflation Looms; Intel Makes $15B AI Bet | Open Interest 8/10/2026

Watch on YouTube ↗  |  August 10, 2026 at 17:34  |  1:27:11  |  Bloomberg Markets
Speakers
Vijay Rakesh — Analyst
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Brooke Evans May — Managing Partner, Evans May Wealth
Ann Berry — Founder, Threadneedle Ventures
Swami — CEO, Magna International
Dani Burger — Anchor, Bloomberg Television
Bruce Richards — CEO, Chairman, and Founder, Marathon Asset Management

Summary

NVIDIA's blockbuster earnings fail to ignite the market, raising questions about AI spending sustainability. Software sector struggles as AI disruption fears grow, while private credit faces liquidity concerns. Diversification into gold, international, and small-caps rewarded. Bidding war for Janus Henderson highlights asset management consolidation.

  • NVIDIA beats on revenue and earnings but shares drop, signaling AI trade exhaustion.
  • Salesforce and SaaS companies under pressure amid AI competition.
  • Ann Berry likes Henry Schein, Clear, and Palo Alto as AI-resilient or AI-enhanceable plays.
  • Private credit liquidity issues spook markets, though Moody's says asset quality remains strong.
  • Victory Capital makes $57/share hostile bid for Janus Henderson.
  • Magna International CEO upbeat on margin expansion and 2026 outlook.
  • Diversification into gold, international stocks, and small-caps outperforms.
  • Oil edges higher amid US-Iran nuclear talks.
Ideas
Vijay Rakesh Analyst 13:29
NVIDIA's diversified growth and catalysts remain strong.
NVIDIA's earnings were stunning. The shift in its data center revenue toward enterprises, neo-clouds, and sovereigns (now 50%) provides more durable inference revenue, reducing reliance on hyperscaler capex. Costs continue to come down, and the co-design of chips and networking creates a total cost of ownership advantage that keeps competitors behind.
NVDA HIGH
Ann Berry Founder, Threadneedle Ventures 29:10
Henry Schein cheap AI-enhanceable healthcare distributor.
Henry Schein is a $10 billion market cap healthcare distribution company serving veterinary clinics and doctors' offices. It is a massive, recession-resistant business not going away, and it trades north of 11 times EBITDA, making it an attractive AI-enhanceable play.
HSIC MED
Ann Berry Founder, Threadneedle Ventures 29:43
Clear trusted biometric platform expanding to healthcare.
Clear is one of the few brands that people actually trust with their biometric data. It is expanding beyond airport security into healthcare through a partnership with Mount Sinai, creating a new growth adjacency to the travel concept theme.
YOU MED
Ann Berry Founder, Threadneedle Ventures 31:23
Palo Alto Networks unfair AI-displacement punishment opportunity.
Palo Alto Networks is unfairly punished as if it were a software business vulnerable to AI displacement, but it is a cybersecurity company. Cybersecurity demand will increase, not decrease. The stock is going through an integration phase and the current pullback represents an attractive entry point.
PANW MED
Swami CEO, Magna International 66:56
Magna International margin expansion continuing into 2026.
Magna has delivered three years of consecutive margin expansion through operational excellence, disciplined capital allocation, and product portfolio optimization. The company is set up for another strong year in 2026, with tailwinds from its broad footprint and ability to serve both Western and Chinese OEMs.
MGA MED
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This Bloomberg Markets video, published August 10, 2026, features Vijay Rakesh, Ann Berry, Swami discussing NVDA, HSIC, YOU, PANW, MGA. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Vijay Rakesh, Ann Berry, Swami  · Tickers: NVDA, HSIC, YOU, PANW, MGA