Stock Rally Falters as Investors Eye Inflation | Open Interest 5/18/2026

Watch on YouTube ↗  |  May 18, 2026 at 18:01  |  1:27:02  |  Bloomberg Markets
Speakers
Sitara Sundar — Global Investment Specialist, J.P. Morgan Private Bank
Matt Maley — Co-Chief Market Strategist, Miller Tabak
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Michael Ball — Former NY Fed / Market Commentator
Randall Atkins — CEO, Ramco Resources

Summary

The episode covers market reaction to rising bond yields and oil prices, with a focus on Nvidia earnings, the NextEra-Dominion merger, SpaceX IPO, and rare earths. Panelists discuss valuation opportunities in tech and risks in frothy stocks. Matt Maley warns Intel is overvalued, while Sitara Sundar remains bullish on Nvidia's demand growth. Mandeep Singh highlights Broadcom's tailwind from Anthropic.

  • Stocks mixed as bond yields remain elevated and oil prices volatile.
  • NextEra announces $67 billion acquisition of Dominion Energy.
  • Nvidia earnings are a key catalyst; demand still outstrips supply.
  • Intel's stock at 100x earnings is considered frothy by Matt Maley.
  • Mandeep Singh sees tailwind for Broadcom from Anthropic's growth.
  • SpaceX IPO filing expected this week with potential $2 trillion valuation.
  • Ramco Resources pivots to rare earths amid US push for critical minerals.
Trade Ideas
Sitara Sundar Global Investment Specialist, J.P. Morgan Private Bank 24:57
AI chip demand still exceeds supply.
The AI infrastructure buildout is still in early innings, and demand for Nvidia's chips continues to outstrip supply, supporting further earnings growth and making the stock attractive despite its size.
NVDA MED
Matt Maley Co-Chief Market Strategist, Miller Tabak 47:54
Intel at 100x earnings is frothy.
Intel's stock has run up to 100 times earnings, which is excessively frothy even with positive developments, indicating overvaluation and risk.
INTC MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 58:34
Anthropic tailwind benefits Broadcom.
Anthropic's momentum and demand for its models drives usage of Google and Broadcom chips, giving Broadcom a nice tailwind.
AVGO MED
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This Bloomberg Markets video, published May 18, 2026, features Sitara Sundar, Matt Maley, Mandeep Singh discussing NVDA, INTC, AVGO. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sitara Sundar, Matt Maley, Mandeep Singh  · Tickers: NVDA, INTC, AVGO