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SpaceX’s Big AI Bond Bet | Open Interest 6/22/2026

Watch on YouTube ↗  |  June 22, 2026 at 17:33  |  1:27:16  |  Bloomberg Markets
Speakers
Sitara Sundar — Global Investment Specialist, J.P. Morgan Private Bank
John McCluskey — CEO, Alamos Gold
Sam Fazeli — Senior Pharmaceutical Analyst, Bloomberg Intelligence
Dani Burger — Anchor, Bloomberg Television
Joe — Reporter

Summary

The episode covers SpaceX's debut bond sale for AI ambitions, falling oil on US-Iran deal progress, UK PM Starmer resigning, Alan Greenspan's legacy, memory chip bottlenecks as an investment opportunity, AbbVie's acquisition of Apogee, Alamos Gold's production cut, and rare earth export controls. Key trade ideas include bullish views on memory chips and Alamos Gold, while the Mag Seven is called a sell candidate.

  • SpaceX announces first bond sale to fund AI and space ambitions, shares fall for third day.
  • Oil prices drop as US and Iran report progress in all-night nuclear talks.
  • UK Prime Minister Keir Starmer resigns; Andy Burnham emerges as likely successor.
  • Former Fed Chair Alan Greenspan dies at age 100; his legacy is debated.
  • Memory chip stocks Micron and SanDisk rally on persistent supply tightness driven by AI demand.
  • AbbVie to acquire Apogee Therapeutics for $10.9 billion, expanding its inflammation drug pipeline.
  • Alamos Gold cuts production guidance after a seismic event at its Young-Davidson mine, sending shares lower.
  • China imposes export controls on two US rare earth companies, escalating supply-chain tensions.
Ideas
Sitara Sundar Global Investment Specialist, J.P. Morgan Private Bank 24:43
Memory chip supply tight, demand growing.
Memory chip supply remains tight due to AI-driven demand, creating a persistent supply/demand imbalance despite years of capex, offering investment opportunity in memory makers.
MU SNDK HIGH
Dani Burger Anchor, Bloomberg Television 32:01
Mag Seven laggard, sell to fund new.
The Magnificent Seven has been a clear laggard this year, underperforming the broader market, and looks like a good place to sell to make room for other positions like SpaceX.
MAGS LOW
Sam Fazeli Senior Pharmaceutical Analyst, Bloomberg Intelligence 34:15
Apogee deal expands AbbVie's inflammation pipeline.
AbbVie's acquisition of Apogee Therapeutics adds a promising late-stage eczema treatment to its dominant inflammation franchise, alongside existing blockbusters with tens of billions in forecast sales, strengthening its long-term growth.
ABBV MED
John McCluskey CEO, Alamos Gold 66:53
Temporary mine setback, long-term value intact.
The seismic-event production cut at Young-Davidson is temporary; the company's primary value lies in the high-quality, rapidly growing Island Gold mine, making the sell-off an overreaction and the shares undervalued.
AGI HIGH
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This Bloomberg Markets video, published June 22, 2026, features Sitara Sundar, Dani Burger, Sam Fazeli, John McCluskey discussing MU, SNDK, MAGS, ABBV, AGI. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sitara Sundar, Dani Burger, Sam Fazeli, John McCluskey  · Tickers: MU, SNDK, MAGS, ABBV, AGI