Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." President Trump takes center stage in a high-stakes prime-time speech as tensions rise with Iran over the Strait of Hormuz. Nike stumbles, warning of a tougher road ahead amid global headwinds. And OpenAI shocks the market with a massive $122 billion funding round, pushing its valuation to a staggering $852 billion. We break it all down with Permira Co-CEO Brian Ruder on volatility and AI disruption, Nissan Americas chief Christian Meunier on tariffs reshaping US manufacturing, and Next Round Capital’s Ken Smythe on why the OpenAI deal may not be what it seems.
Chapters:
00:00:00 - Open Interest
00:02:30 - Trump: Will Consider Ceasefire When Hormuz is Open
00:05:48 - Massive Short Squeeze Drove Rally
00:09:58 - February Retail Sales Climb By More Than Forecast
00:14:04 - High Interest | NASA, Nissan, OpenAI Hits $852 Billion
00:15:51 - Open AI Raises $122 Billion at $852 Billion Valuation
00:23:08 - Stocks to Watch | Intel, Apollo Management
00:25:06 - Kara Murphy Kestra Investment Management | Nike Shares Tumble After Gloomy Outlook
00:33:10 - Top Calls | Disney, Microsoft
00:34:59 - Brian Ruder Permira | Impact of Geopolitical Uncertainty on Dealmaking
00:44:39 - Breaking News | ISM Manufacturing
00:47:58 - Trump Attends Supreme Court Oral Arguments
00:51:50 - Marija Veitmane State Street Global Markets | Iran: Hormuz Won’t Reopen Based on Trump’s Absurd Displays
01:01:16 - M&A Tally hits $1.3 Trillion as Unilever Joins Deals Parade
01:06:41 - Christian Meunier Nissan Americas | Trump Praises Nissan’s US Product Production Shift
01:15:53 - Anthropic Runs Hot on Secondary Market
01:18:00 - Ken Smythe Next Round Capital Partners | OpenAI Demands Sinks on Secondary Market
01:24:09 - NASA Moon Mission Launches Today
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Chapters:
00:00:00 - Open Interest
00:02:30 - Trump: Will Consider Ceasefire When Hormuz is Open
00:05:48 - Massive Short Squeeze Drove Rally
00:09:58 - February Retail Sales Climb By More Than Forecast
00:14:04 - High Interest | NASA, Nissan, OpenAI Hits $852 Billion
00:15:51 - Open AI Raises $122 Billion at $852 Billion Valuation
00:23:08 - Stocks to Watch | Intel, Apollo Management
00:25:06 - Kara Murphy Kestra Investment Management | Nike Shares Tumble After Gloomy Outlook
00:33:10 - Top Calls | Disney, Microsoft
00:34:59 - Brian Ruder Permira | Impact of Geopolitical Uncertainty on Dealmaking
00:44:39 - Breaking News | ISM Manufacturing
00:47:58 - Trump Attends Supreme Court Oral Arguments
00:51:50 - Marija Veitmane State Street Global Markets | Iran: Hormuz Won’t Reopen Based on Trump’s Absurd Displays
01:01:16 - M&A Tally hits $1.3 Trillion as Unilever Joins Deals Parade
01:06:41 - Christian Meunier Nissan Americas | Trump Praises Nissan’s US Product Production Shift
01:15:53 - Anthropic Runs Hot on Secondary Market
01:18:00 - Ken Smythe Next Round Capital Partners | OpenAI Demands Sinks on Secondary Market
01:24:09 - NASA Moon Mission Launches Today
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
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X: https://twitter.com/BloombergTV
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Facebook: https://www.facebook.com/bloombergbusiness
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TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts