F1 Meets Finance in Miami | Open Interest 4/30/2026
Speakers
Scott Rubner
— Managing Director, Goldman Sachs
Ed Ludlow
— Co-Host, Bloomberg Technology
Summary
Scott Rubner of Citadel Securities is bullish on U.S. mega cap tech stocks, viewing pullbacks as buying opportunities. The show also covers mega-cap earnings, Fed policy, oil prices, and interviews with Audi F1 CEO Mattia Binotto, Thoma Bravo's Orlando Bravo, and Miami International Holdings CEO Thomas Gallagher.
- Scott Rubner recommends buying U.S. mega cap tech stocks on pullbacks.
- Mega-cap tech earnings show continued AI investment with $725 billion capex expected in 2026.
- Meta stock drops 9% after earnings, dragging the Nasdaq lower.
- Federal Reserve holds rates steady, with some officials discussing a possible hike.
- Oil prices ease from four-year highs amid Iran tensions.
- Thoma Bravo's Orlando Bravo discusses the Medallia write-down and AI partnerships with Google.
- Miami is becoming a financial hub as firms migrate from New York.
- GDP growth at 2% driven by strong business investment in AI and equipment.
Trade Ideas
Buy U.S. mega cap tech stocks.
Pullbacks in U.S. mega cap tech stocks are buying opportunities due to robust retail demand, massive corporate buybacks, and sustained AI investment, with no fundamental deterioration.
Up Next
This Bloomberg Markets video, published April 30, 2026, features Scott Rubner discussing XLK. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Scott Rubner · Tickers: XLK