AI Spending is Surging, but Consumers are Slowing | Open Interest 2/10/2026

MATT: 30 MINUTES UNTIL THE START OF THE CASH TRADE WITH NOTHING CHANGED IN FUTURES. I’M MATT MILLER. DANI: "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW.COMING UP, GLOBAL SPENDING ON A. I. CONTINUES TO BOOM, WHILE ALPHABET ATTRACTS BILLIONS IN A MEGA BOND SPREE.FROM COCA-COLA TO CHALLENGES, INVESTORS WAVE THROUGH EARNINGS REPORTS. MATT: AND U.S. RETAIL SALES UNEXPECTEDLY INSTALLED IN DECEMBER, SUGGESTING A MORE CAUTIOUS CONSUMER AS THE YEAR DREW TO A CLOSE. DANI: SO MAYBE SPENDING ISN’T ALL THAT GREAT.MAYBE PE ...