Markets Open the Week Flat as Oil Prices Rise | The Close 8/10/2026

Watch on YouTube ↗  |  August 10, 2026 at 22:08  |  1:29:07  |  Bloomberg Markets
Speakers
Robert Schiffman — Credit Analyst, Bloomberg Intelligence
Ryan MacDonald — Senior Analyst, Needham
Callie Cox — Chief Market Strategist, Ritholtz Wealth Management
Julie Biel — Portfolio Manager, Kayne Anderson Rudnick
Michael Monaghan — Portfolio Manager, Founder ETFs

Summary

Bloomberg's The Close covers a sluggish Monday session with oil prices rising on Iran tensions. Key investment ideas include bullish views on Intel equity and bonds following a $15B stock sale, NVIDIA's massive AI financing deal, and Hims & Hers' GLP-1 growth strategy. The show also discusses Fed policy, GameStop's eBay bid withdrawal, Rocket Lab earnings, and political primaries.

  • Markets flat as oil jumps on Iran/U.S. Strait of Hormuz comments
  • Intel announces $15B stock offering to fund AI chip expansion; credit and equity seen as attractive
  • NVIDIA partners with six firms to mobilize $500B for AI infrastructure, boosting its outlook
  • Hims & Hers beats revenue estimates, shifts to branded GLP-1s; Needham analyst sees long runway
  • Fed in wait-and-see mode ahead of CPI data; Warsh criticized for lack of forward guidance
  • Rocket Lab earnings in focus with Neutron rocket timeline key
  • GameStop withdraws eBay bid, eyes alternative partnership
  • Political primaries in Michigan highlight Democratic divisions
Ideas
Robert Schiffman Credit Analyst, Bloomberg Intelligence 9:31
Intel financing a home run for investors.
Intel's $15 billion stock sale and strategic investments in AI chip manufacturing, combined with strong demand for semiconductors, have stabilized its balance sheet and will fund growth, making it a home run for both equity and credit holders.
INTC HIGH
Robert Schiffman Credit Analyst, Bloomberg Intelligence 12:20
NVIDIA's AI capex bonanza drives stock higher.
NVIDIA's partnership with six firms to raise $500 billion for AI infrastructure demonstrates immense demand and will generate massive free cash flow, making the stock a compelling long-term investment.
NVDA HIGH
Ryan MacDonald Senior Analyst, Needham 18:29
HIMS rides GLP-1 weight loss wave.
Hims & Hers is well-positioned to capitalize on the massive GLP-1 weight loss market, with a new partnership with Novo Nordisk and a broad health platform that can cross-sell additional treatments to a growing subscriber base.
HIMS MED
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This Bloomberg Markets video, published August 10, 2026, features Robert Schiffman, Ryan MacDonald discussing INTC, NVDA, HIMS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Robert Schiffman, Ryan MacDonald  · Tickers: INTC, NVDA, HIMS