Name: Apple Prices Climb and the AI Trade Roars Back | Open Interest 6/25/2026
Uploaded: 2026-06-25T18:56:20+00:00
Duration: 5355 s

Speakers

Jake Silverman — Reporter, CoinDesk

Nadia Lovell — UBS Global Wealth Management

Gil Luria — Technology Strategist at D.A. Davidson

Jim Farley — CEO, Ford Motor Co.

Adam Hetts — Global Head of Multi-Asset, Janus Henderson

Micah

Dani Burger — Anchor, Bloomberg Television

Ed Ludlow — Co-Host, Bloomberg Technology

Bob Sloan — Founder and Managing Partner, S3 Partners

Summary

This episode of Bloomberg Open Interest covers the roaring AI trade after Micron's blowout forecast, Apple's resulting price hikes, and Ford's quality turnaround. Guests analyze memory pricing power, the broadening equity rally, and a bearish oil outlook. The show also notes JPMorgan succession shuffles and market positioning dynamics.

Micron's 86% gross margin and long-term contracts signal structural strength in AI memory, driving a strong rally.
Apple raises prices up to 20% across products due to memory chip shortages, raising concerns over consumer demand.
Ford CEO Jim Farley details cost savings from quality improvements and Ford Pro subscription growth.
Janus Henderson's Adam Hetts sees the profit cycle broadening into US small-caps and international markets.
Commodity analyst Micah predicts Brent crude will fall to $40 on surging global supply.
JPMorgan reshuffles leadership as Marianne Lake exits, sharpening the succession race for Jamie Dimon.
S3 Partners' Bob Sloan warns that active investors are selling into passive flows in popular AI stocks.

Ideas

Jake Silverman Reporter, CoinDesk 2:54

AI memory boom boosts Micron pricing power.

Micron has locked in long-term five-year deals with hyperscalers and Apple, capping upside but eliminating downside. The memory market is no longer a commodity; chip co-design makes it a differentiated, high-value product. Micron trades under 10x earnings, offering significant multiple rerating potential as the market recognizes this structural change.

Jim Farley CEO, Ford Motor Co. 15:06

Ford quality gains will unlock cost savings.

Ford's quality turnaround, led by rehired veteran engineers and AI tools, is generating hundreds of millions in warranty and recall cost savings, part of $1 billion in controllable-cost reductions. Ford Pro subscriptions are approaching one million with rapid growth, and the company is scaling domestic energy storage batteries to serve hyperscaler data-center buildouts, positioning Ford for strong growth and margin recovery.

Adam Hetts Global Head of Multi-Asset, Janus Henderson 56:49

Broadening market favors small-caps and international.

The profit cycle is broadening beyond concentrated mega-cap tech; US small-caps, international developed, and emerging markets are all rallying and keeping pace with or outperforming the S&P 500. This broadening trade is a healthy sign and an attractive opportunity to diversify.

Micah 87:56

Oil to $40 on global supply surge.

Crude oil is heading to $40 per barrel by the end of the year as the drill mantra has gone global, with supply ramping up from Venezuela, Iran, Iraq, the U.S., and Canada. The normal second-half commodity cycle and a potential stock market pullback will further pressure oil lower.

This Bloomberg Markets video, published June 25, 2026, features Jake Silverman, Jim Farley, Adam Hetts, Micah discussing MU, F, US small-cap stocks, EFA, EEM, BNO. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jake Silverman, Jim Farley, Adam Hetts, Micah · Tickers: MU, F, US small-cap stocks, EFA, EEM, BNO

Apple Prices Climb and the AI Trade Roars Back | Open Interest 6/25/2026

Summary

Ideas

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