Markets Eye Nvidia Earnings Amid AI, Credit Concerns | Open Interest 2/25/2026

Posted on 02/25/2026
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."
Nvidia faces a high-stakes earnings report as investor look for fresh evidence the AI spending boom remains on track. President Trump defends his economic policies in the State of the Union address and issues another warning to Iran. Plus, Mathieu Chabran, Co-Founder of Tikehau Capital, weighs in on mounting private credit fears as warnings of rising defaults and AI-driven disruption rattle investors.



Chapters:

00:00:00 - Open Interest Begins

00:00:55 - Morning Moves

00:01:12 - NVIDIA Earnings to Test Ai Outlook

00:06:16 - Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

00:08:51 - Private Credit Default Rates Could Hit 15%, UBS Warns

00:14:28 - High Interest | Mortgage Rate Dropped

00:14:33 - Trump Defends Economic Record

00:24:03 - Sarah Hunt, Alpine Saxon Woods Chief Market Strategist

00:34:15 - Top Calls | Workday, IBM, ORACLE

00:45:05 - Ben Snider, Goldman Sachs Chief US Equity Strategist

00:54:16 - Chrystia Freeland, Bloomberg Wall Street Week contributor

01:00:43 - Elaine Kamarck, Brookings Governance Studies Senior Fellow

01:08:00 - Stephanie Ferris, FIS CEO

01:19:21 - Mathieu Chabran, Tikehau Capital Co-Founder

01:28:22 - Joshua Buchalter, TD Cowen Sr. Equity Research Analyst

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