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Amphenol (NYSE:APH) announced its second-quarter 2026 financial results, highlighted by a 55% year-over-year increase in sales to $8.8 billion.

Goldman Sachs Chief US  Economist David Mericle joins Bloomberg Open Interest to explain why the Fed is still likely to leave interest rates unchanged despite geopolitical tensions and rising oil prices. He breaks down the inflation outlook, why a surprise hike is unlikely, and why today's resilient consumer could weaken later this year.

Battery Ventures General Partner Dharmesh Thakker joins Bloomberg Open Interest to make the case for investing beyond AI hype. He explains why enterprise software companies that deliver measurable business value will outperform. He also argues that open-source AI models could slash enterprise costs, accelerate adoption, and reshape the competitive landscape for OpenAI, Anthropic, and the broader AI ecosystem.

Hudbay (NYSE:HBM) reported second quarter 2026 revenue of $631.3 million, net earnings attributable to owners of $137.4 million and adjusted EBITDA of $321.2 million.

Humana (NYSE:HUM) reported second-quarter 2026 adjusted earnings of $7.61 per share alongside GAAP earnings of $5.73 per share.

CAVU Consumer Partners Co-Founders Brett Thomas and Rohan Oza look to Millennials and Gen Z's drive for a healthier lifestyle as the foundation of their venture and brand building with companies such as Whoop, Skinny Dipped and The Farmer's Dog. They speak to Romaine Bostick and Emily Graffeo on Bloomberg's 'The Close.'

Silgan Holdings (NYSE:SLGN) reported second quarter 2026 net sales of $1.64 billion, up from $1.54 billion in the same period of 2025, while net income declined to $75.8 million.

SiteOne Landscape Supply (NYSE:SITE) announced its second-quarter 2026 financial results, anchored by a 5% increase in net sales to $1,530.7 million.

Constellium (NYSE:CSTM) reported second quarter 2026 revenue of $2.7 billion, up 31% year over year, while Adjusted EBITDA reached a record $439 million.

Gil Luria of DA Davidson says Microsoft will be the key company to watch during this earnings season and it all has to do with spending on artificial intelligence and capex. Microsoft and Meta Platforms both report after the bell on Wednesday. Luria speaks on "Bloomberg Surveillance."

Jason Thomas, head of global research and investment strategy at Carlyle, discusses whether AI investment is crowding out other opportunities as capital flows into AI infrastructure. He examines market concentration, portfolio allocation and the outlook for corporate spending, asking whether AI is "going to consume almost the entirety, or certainly a large portion, of their incremental risk budget over the next three to five years?" This interview aired July 28.

Avantor (NYSE:AVTR) reported second quarter 2026 net sales of $1.69 billion, up 0.5% year over year, while organic revenue declined 0.4%.