Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia revives fears of circular AI deals ahead of the biggest week of earnings season. Fed officials head into a potentially contentious policy meeting as price pressures rebound. Geopolitical tensions ease -- for now -- as oil falls after the U.S. and Iran pause further strikes. Citi's Kate Moore explains why she's not worried about a U.S. recession. Carlyle's Akhil Bansal makes the case for asset-backed finance. H.B. Fuller CEO Celeste Mastin discusses the company's M&A strategy. Plus, Kalshi's Udesh Jha on the firm's expansion into metals trading.
(Corrected Earnings Calendar)
Chapters:
00:00:00 - Open Interest
00:01:59 - Nvidia Financing Deals, OpenAI, SK Hynix, AI Infrastructure & Circular Financing Risks
00:05:29 - Fed Decision Preview, Inflation Outlook, Kevin Warsh & Rate Hike Risks
00:09:24 - Iran Conflict, Diplomatic Efforts, Strait of Hormuz & Oil Market Risks
00:11:50 - Brown-Forman Takeover Rejection, Ford Upgrade & D-Wave Expansion
00:13:07 - High Interest | CXMT’s Record IPO, SoftBank’s OpenAI Financing & CME Single-Stock Futures Launch
00:14:09 - CME Single-Stock Futures, Retail Trading Growth & Prediction Markets Expansion
00:19:36 - Kate Moore Citi Wealth | Earnings Outlook, AI Spending, Equity Markets & Fed Risk Assessment
00:33:38 - Top Calls | Ford Upgraded at Jefferies, Stellantis Downgraded & Alphabet Upgraded on AI Strength
00:34:47 - Nvidia Ecosystem, AI Financing, Memory Chips, China Competition & Open-Source AI
00:40:02 - Brown-Forman Takeover Battle, Jack Daniel’s Growth Challenges & M&A Outlook
00:45:09 - Kelly Covley Manning & Napier | Big Tech Earnings, AI Capex Risks, Hyperscaler Spending & Energy Market Headwinds
00:51:35 - U.S.-Iran Standoff, Netanyahu Visit, White House Strategy & Middle East Risks
00:56:01 - High Interest | Netanyahu’s UN Plans, Bernard Arnault Joins X & Extreme U.S. Heat Wave
00:57:09 - Akhil Bansal Carlyle | Fixed Income Risks, AI Credit Exposure, Private Credit & Asset-Backed Finance
01:06:28 - Celeste Mastin | H.B. Fuller Acquisition Strategy, Activist Investor Pressure & Global Industrial Demand
01:16:22 - Nvidia, OpenAI, China AI Competition, Big Tech Spending & AI Monetization Risks
01:21:06 - Udesh Jha Kalshi | Commodities Trading, Gold & Silver Perpetual Futures, Prediction Markets & Retail Risk
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(Corrected Earnings Calendar)
Chapters:
00:00:00 - Open Interest
00:01:59 - Nvidia Financing Deals, OpenAI, SK Hynix, AI Infrastructure & Circular Financing Risks
00:05:29 - Fed Decision Preview, Inflation Outlook, Kevin Warsh & Rate Hike Risks
00:09:24 - Iran Conflict, Diplomatic Efforts, Strait of Hormuz & Oil Market Risks
00:11:50 - Brown-Forman Takeover Rejection, Ford Upgrade & D-Wave Expansion
00:13:07 - High Interest | CXMT’s Record IPO, SoftBank’s OpenAI Financing & CME Single-Stock Futures Launch
00:14:09 - CME Single-Stock Futures, Retail Trading Growth & Prediction Markets Expansion
00:19:36 - Kate Moore Citi Wealth | Earnings Outlook, AI Spending, Equity Markets & Fed Risk Assessment
00:33:38 - Top Calls | Ford Upgraded at Jefferies, Stellantis Downgraded & Alphabet Upgraded on AI Strength
00:34:47 - Nvidia Ecosystem, AI Financing, Memory Chips, China Competition & Open-Source AI
00:40:02 - Brown-Forman Takeover Battle, Jack Daniel’s Growth Challenges & M&A Outlook
00:45:09 - Kelly Covley Manning & Napier | Big Tech Earnings, AI Capex Risks, Hyperscaler Spending & Energy Market Headwinds
00:51:35 - U.S.-Iran Standoff, Netanyahu Visit, White House Strategy & Middle East Risks
00:56:01 - High Interest | Netanyahu’s UN Plans, Bernard Arnault Joins X & Extreme U.S. Heat Wave
00:57:09 - Akhil Bansal Carlyle | Fixed Income Risks, AI Credit Exposure, Private Credit & Asset-Backed Finance
01:06:28 - Celeste Mastin | H.B. Fuller Acquisition Strategy, Activist Investor Pressure & Global Industrial Demand
01:16:22 - Nvidia, OpenAI, China AI Competition, Big Tech Spending & AI Monetization Risks
01:21:06 - Udesh Jha Kalshi | Commodities Trading, Gold & Silver Perpetual Futures, Prediction Markets & Retail Risk
--------
More on Bloomberg Television and Markets
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More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
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Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
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Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts