Cooler Inflation Gives Fed Breathing Room | Open Interest 8/12/2026

Watch on YouTube ↗  |  August 12, 2026 at 17:23  |  1:27:10  |  Bloomberg Markets
Speakers
Ed Ludlow — Co-Host, Bloomberg Technology
Michael — Macro Strategist
Saira Malik — Chief Investment Officer at Nuveen
Carmen — Bloomberg Equities Reporter
Jason Kim — CEO, Firefly Aerospace
Seth Grae — President and CEO
Katherine — Bloomberg Finance Reporter
Vonnie Quinn — Anchor, Bloomberg

Summary

The July CPI report came in line with expectations, showing a slow disinflation trend that gives the Federal Reserve breathing room on interest rates. Meanwhile, the AI trade regained momentum following strong earnings and revenue guidance from infrastructure players like CoreWeave and Super Micro. The video also covers corporate developments, including Cava's strong sales driven by new menu items and the surging demand for industrial real estate tied to data center buildouts.

  • US CPI data meets expectations, supporting a potential Fed rate pause.
  • CoreWeave and Super Micro earnings reignite bullish sentiment in AI infrastructure.
  • Cava shares surge as consumers respond positively to new premium protein offerings.
  • Link Logistics CEO highlights how AI and data centers are driving warehouse demand.
  • Firefly Aerospace CEO discusses the highly constrained rocket launch market.
  • Lightbridge advances testing of its new commercial nuclear fuel to boost reactor output.
Ideas
Ed Ludlow Co-Host, Bloomberg Technology 4:36
AI infrastructure demand continues outpacing supply.
The AI infrastructure buildout is accelerating rather than cooling, with demand outpacing supply and revenues more than doubling year-over-year, proving the strength of the AI hardware ecosystem.
CRWV HIGH
Ed Ludlow Co-Host, Bloomberg Technology 4:36
AI infrastructure demand continues outpacing supply.
The AI infrastructure buildout is accelerating rather than cooling, with demand outpacing supply and revenues more than doubling year-over-year, proving the strength of the AI hardware ecosystem.
SMCI HIGH
Michael Macro Strategist 6:30
AI trade regains momentum after July selloff.
The AI trade is regaining momentum after the July selloff, with on-the-ground reporting showing no signs of weakness, and Nvidia's new financing deal alleviating capital constraints.
NVDA MED
Michael Macro Strategist 8:17
Monitor oil amid unsettled Middle East tensions.
Oil remains a key asset to monitor due to the unsettled geopolitical situation in the Middle East, even though recent volatility has temporarily calmed risk sentiment.
WTI MED
Michael Senior Restaurant Analyst, Bloomberg Intelligence 18:01
Salmon addition drives strong traffic for Cava.
Cava is driving strong customer traffic and sales growth by offering novel seafood options like salmon, which are rare and impactful in the fast-casual space.
CAVA HIGH
Michael Senior Restaurant Analyst, Bloomberg Intelligence 19:33
Wingstop struggles as consumers seek better value.
Wingstop and similar chains are struggling as consumers become more discerning and seek better value for their money in a divergent restaurant market.
WING MED
Saira Malik Chief Investment Officer at Nuveen 27:11
Market broadens into materials and industrials sectors.
The market is expected to broaden beyond technology into materials and industrials as the economy remains strong and earnings growth expands to other sectors.
XLB XLI MED
Saira Malik Chief Investment Officer at Nuveen 28:10
Global equities offer attractive diversification beyond tech.
Global equities, including international developed and emerging markets, look attractive as they provide diversification away from US growth stocks while performing strongly year-to-date.
VT MED
Luke Petherbridge CEO 58:00
AI and data centers drive warehouse demand.
The transformational buildout of AI and data centers is driving massive adjacent demand for industrial warehouse space to house cooling towers, generators, and manufacturing equipment.
INDS HIGH
Jason Kim CEO, Firefly Aerospace 66:22
Constrained launch market drives strong rocket demand.
Firefly is benefiting from a highly constrained launch market and strong demand for small and medium lift rockets, supported by major government and commercial contracts.
FLY HIGH
Seth Grae President and CEO 78:06
New nuclear fuel increases existing reactor output.
Lightbridge is rapidly advancing toward commercializing its new nuclear fuel, which can significantly increase the power output of existing reactors, supported by strong government initiatives.
Lightbridge HIGH
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This Bloomberg Markets video, published August 12, 2026, features Ed Ludlow, Michael, Saira Malik, Luke Petherbridge, Jason Kim, Seth Grae discussing CRWV, SMCI, NVDA, WTI, CAVA, WING, XLB, XLI, VT, INDS, FLY, Lightbridge. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ed Ludlow, Michael, Saira Malik, Luke Petherbridge, Jason Kim, Seth Grae  · Tickers: CRWV, SMCI, NVDA, WTI, CAVA, WING, XLB, XLI, VT, INDS, FLY, Lightbridge