Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Markets hit another tech speed bump as SK Hynix sparks a chip selloff, while Wall Street braces for bank earnings and critical inflation data. Oil jumps after fresh strikes and President Trump vows to take over the Strait of Hormuz. Plus, exclusive interviews with Sunrun CEO Mary Powell on turning homes into AI hubs, General Fusion CEO Greg Twinney after the company's Nasdaq debut, KBW's Chris McGratty on the biggest bank earnings risks, and Lazard's George Bilicic on powering the AI boom.
Chapters:
00:00:00 - Open Interest
00:01:44 - Chip Volatility intensifies after SK Hynix US Debut
00:03:49 - Five Major US Banks Report
00:07:10 - Trump Vows to Take Over Hormuz After Strikes
00:11:35 - High Interest | Lindsey Graham's Death, Meta's $250B AI Data Center & Kevin Warsh Congressional Testimony
00:16:42 - Stuart Kaiser Citi | AI Trade Volatility, SK Hynix Contagion, Earnings Risks & Market Rotation
00:31:17 - Top Calls | Disney Streaming Exit Thesis, American Express Upgrade & Capital One Upgrade
00:32:22 - Christopher McGratty KBW | Bank Earnings, Capital Markets Boom, Deposits, Credit Risk & M&A
00:44:30 - Frances Donald RBC | CPI Outlook, Services Inflation, Fed Reaction Function & Economic Resilience
00:52:05 - Strait of Hormuz Status, Iran Escalation, Senate Leadership & Washington Outlook
00:56:15 - High Interest | Saudi-UAE Rift, Shein Hong Kong IPO & Seattle Seahawks Sale
00:57:29 - Mary Powell Sunrun | Sunrun's AI Data Center Strategy, Distributed Compute & Energy Demand
01:05:39 - George Bilicic Lazard | General Fusion IPO, Fusion Energy Race & Data Center Power Demand
01:22:45 - Gold, Silver, Oil Prices, ETF Flows & Fed Rate Expectations
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Chapters:
00:00:00 - Open Interest
00:01:44 - Chip Volatility intensifies after SK Hynix US Debut
00:03:49 - Five Major US Banks Report
00:07:10 - Trump Vows to Take Over Hormuz After Strikes
00:11:35 - High Interest | Lindsey Graham's Death, Meta's $250B AI Data Center & Kevin Warsh Congressional Testimony
00:16:42 - Stuart Kaiser Citi | AI Trade Volatility, SK Hynix Contagion, Earnings Risks & Market Rotation
00:31:17 - Top Calls | Disney Streaming Exit Thesis, American Express Upgrade & Capital One Upgrade
00:32:22 - Christopher McGratty KBW | Bank Earnings, Capital Markets Boom, Deposits, Credit Risk & M&A
00:44:30 - Frances Donald RBC | CPI Outlook, Services Inflation, Fed Reaction Function & Economic Resilience
00:52:05 - Strait of Hormuz Status, Iran Escalation, Senate Leadership & Washington Outlook
00:56:15 - High Interest | Saudi-UAE Rift, Shein Hong Kong IPO & Seattle Seahawks Sale
00:57:29 - Mary Powell Sunrun | Sunrun's AI Data Center Strategy, Distributed Compute & Energy Demand
01:05:39 - George Bilicic Lazard | General Fusion IPO, Fusion Energy Race & Data Center Power Demand
01:22:45 - Gold, Silver, Oil Prices, ETF Flows & Fed Rate Expectations
--------
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.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
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Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
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