AI Euphoria Lifts Stocks as Iran Hopes Build | Open Interest 4/24/2026

Watch on YouTube ↗  |  April 24, 2026 at 17:25  |  1:29:35  |  Bloomberg Markets
Speakers
Mike Wilson — Chief Investment Officer, Morgan Stanley
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Lorenzo Simonelli — CEO, Baker Hughes

Summary

This episode covers the AI-driven rally in semiconductor stocks, particularly Intel's blockbuster earnings, and the broader market's resilience amid Middle East tensions. Morgan Stanley's Mike Wilson highlights the underappreciated earnings broadening and recommends financials. The show also features discussions on energy infrastructure with Baker Hughes CEO and EV charging with ChargePoint CEO.

  • Intel surges 25% on strong earnings, reviving AI euphoria.
  • S&P 500 hits new all-time high, led by tech and semiconductors.
  • Mike Wilson doubles down on financials, citing earnings broadening.
  • US-Iran tensions persist, but oil prices stabilize below $110.
  • Baker Hughes CEO sees long-term energy demand growth.
  • ChargePoint unveils 600 kW charger, betting on faster EV adoption.
  • Predictions market insider trading case highlights regulatory gaps.
  • IPO market shows signs of strength amid deregulation expectations.
Trade Ideas
Mandeep Singh Senior Analyst, Bloomberg Intelligence 2:26
Intel bullish on CPU demand surge.
Intel benefits from resurgence in CPU demand driven by the agentic AI phase requiring CPUs to orchestrate agent work, and Intel has the fab capacity to deliver on that demand.
INTC LOW
Mike Wilson Chief Investment Officer, Morgan Stanley 10:55
Long financials on earnings broadening story.
Earnings broadening story is underappreciated; financials got pummeled when oil prices went up but now earnings recovery is strong, so they doubled down on financials.
XLF HIGH
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This Bloomberg Markets video, published April 24, 2026, features Mandeep Singh, Mike Wilson discussing INTC, XLF. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mandeep Singh, Mike Wilson  · Tickers: INTC, XLF