TSMC Results Ignite AI Rally | Open Interest 1/15/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." TSMC's strong outlook renews confidence in the global AI boom. Goldman's stocks traders post record revenue while Morgan Stanley's debt bankers boost business. Matt Miller joins the show from Detroit with Ford's CEO as the automaker teams up with Formula 1 powerhouse: Oracle Red Bull Racing.

Chapters:
00:00:00 - Open Interest
00:02:46 - TSMC’s “Monster Beat” Brings Back the AI Trade
00:04:47 - Morgan Stanley Crushes Investment-Banking Estimates
00:10:48 - Keith Lerner Truist | Investors Broaden Out From AI Concentration
00:14:46 - Jim Farley Ford CEO & Laurent Mekies Oracle Red Bull Racing CEO | Ford Returns to Formula 1
00:28:24 - Stocks to Watch | Goldman Sachs, Morgan Stanley, BlackRock
00:30:33 - Tech Life by TSMC Earnings
00:38:34 - Top Calls | Rocket Lab, Dell, Flutter
00:39:29 - Bank Earnings Blow Past Estimates
00:45:15 - TSMC’s “Monster Beat”
00:50:08 - Joyce Huang American Century | Financial Sector Earnings
01:00:30 - High Interest | Iran Attack, Insurrection Act, Nasa
01:01:53 - Shane Clifford Carlyle | Carlyle Joins Forces with Oracle Red Bull Racing
01:13:21 - Linda Hubbard Carhartt  | Ford And Carhartt Partnership
01:20:31 - Tech Stocks Power Wall Street Gains
01:26:19 - Carolina Pluszczynski Michigan Central Acting | Michigan Central Station to Host Race Days Event
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