Global Bond Selloff Halts Stock Rally | Open Interest 5/15/2026

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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The global bond selloff accelerates as inflation fears ripple across markets. Plus — from Nvidia to Boeing — the biggest winners and losers emerging from President Trump and President Xi’s Beijing summit. SambaNova CEO Rodrigo Liang breaks down the coming AI infrastructure war, SūmerSports CEO Lorrissa Horton explains how AI is reshaping the NFL, and Dexcom CEO Jake Leach on why glucose monitors are becoming the next big wellness trend.
 
 Chapters:
 00:00:00 - Open Interest
 00:02:31 - Cerebras Shares Waver After Largest IPO of the Year
 00:05:46 - Global Bond Selloff Deepens on Inflation Fears
 00:10:20 - XI Hails Trump Summit, No Deal Details Yet
 00:14:55 - Sambanova CEO Talks Intel Stake, Competition, IPO Plans
 00:25:37 - Stocks to Watch | Nvidia, Intel
 00:27:07 - Nancy Tengler Laffer Tengler | Stocks Hit as Inflation Angst Sends Yield Higher
 00:36:41 - Top Calls | Applied Materials, Texas Roadhouse, Dexcom
 00:38:14 - Winners, Losers Emerge from Trump-XI Talks
 00:42:27 - Politics Becomes Wall Street Trade
 00:48:03 - Sarah Ketterer Causeway Capital Management | Avoid Overconcentration in AI Winners
 00:56:09 - Fed Faces Regime Change as Powell's Chairmanship Ends
 01:00:44 - High Interest | US, Iran, Trump Discloses Massive Stock Trades, Global Bond Selloff 
 01:02:28 - Global Bond Selloff Deepens Amid Rising Oil Prices
 01:08:23 - Jake Leach Dexcom | Expands Consumer CGM Push
 01:18:24 - Lorrissa Horton SumerSports | AI Moves Deeper Into Sports
 01:26:53 - Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions
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