S&P 500 Set for Record High on Earnings | Open Interest 4/22/2026

Watch on YouTube ↗  |  April 22, 2026 at 17:48  |  1:29:50  |  Bloomberg Markets
Speakers
Seema Shah — Chief Global Strategist, Principal Asset Management
Aoifinn Devitt — Global Managing Director, Moneta Group
Scott Kirby — CEO, United Airlines
Dani Burger — Anchor, Bloomberg Television
Matt Miller — Anchor, Bloomberg
Michelle Davis — Reporter, Bloomberg

Summary

The video covers the extension of the Iran ceasefire and its market implications, including higher oil prices and airline earnings. Interviews with United Airlines CEO Scott Kirby, Principal Asset Management's Seema Shah, and Moneta's Aoifinn Devitt provide insights on travel demand, equity resilience, and AI investment themes. The show also discusses a short squeeze in Avis, potential M&A in telecom, and previews Tesla earnings.

  • President Trump extends ceasefire with Iran indefinitely, though tensions persist in the Strait of Hormuz.
  • United Airlines cuts full-year profit forecast due to higher fuel costs but remains solidly profitable.
  • Seema Shah sees resilience in U.S. equities with opportunities in defense, infrastructure, and private credit.
  • Aoifinn Devitt highlights AI adoption in mid-cap companies as a potential productivity unlock.
  • Avis Budget Group shares surge amid a massive short squeeze with short interest still elevated.
  • Deutsche Telekom explores a full combination with T-Mobile US, which would be the largest telecom deal ever.
  • BMW unveils its new 7 Series at Grand Central Terminal, emphasizing luxury and electrification.
  • Tesla earnings are expected to focus on AI and robotaxi progress rather than EV sales.
Trade Ideas
Seema Shah Chief Global Strategist, Principal Asset Management 29:07
Defense, infrastructure, energy security themes reinforced.
Geopolitical events have reinforced investment themes in defense, infrastructure spending, and energy security, making them attractive areas for investment.
ITA PAVE XLE MED
Seema Shah Chief Global Strategist, Principal Asset Management 30:31
Lower middle market private credit attractive.
Lower middle market lending within private credit is attractive due to its lower exposure to software and low leverage, and Principal Asset Management continues to favor this segment.
BIZD MED
Aoifinn Devitt Global Managing Director, Moneta Group 52:55
Mid-cap AI laggards offer productivity unlock.
Companies that have not yet started to implement AI represent a real productivity unlock opportunity, particularly mid-cap companies that tend to benefit when interest rates come down.
MDY MED
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This Bloomberg Markets video, published April 22, 2026, features Seema Shah, Aoifinn Devitt discussing ITA, PAVE, XLE, BIZD, MDY. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Seema Shah, Aoifinn Devitt  · Tickers: ITA, PAVE, XLE, BIZD, MDY